Client Operations / Fundraising Support

Company

BlueOak Ventures

Department

Client Operations / Fundraising Support

Job Type

Full-Time

Location

Ahmedabad / Hybrid

Experience

0–3 Years

Employment Type

Full-Time

About BlueOak Ventures

BlueOak Ventures is a startup fundraising and business growth advisory firm working with early-stage startups, founders, and businesses across India. We support clients with investor readiness, pitch decks, fundraising documentation, government grants, funding applications, business strategy, and investor outreach.

We are looking for a highly organized and detail-oriented Client Documentation & Pitch Deck Executive who can manage client documentation, prepare and maintain professional pitch decks, complete online funding/grant applications, and coordinate with internal teams to ensure every client requirement is completed accurately and on time.

Role Overview

The selected candidate will be responsible for managing the execution and documentation side of client projects.

The role requires someone who is comfortable working with documents, presentations, online portals, forms, spreadsheets, and client information. The candidate should have a strong eye for detail and be capable of converting raw information provided by founders into professionally structured documents and investor-ready presentations.

This is a hands-on execution role with significant responsibility for ensuring that client deliverables are accurate, complete, professional, and submitted within deadlines.

Key Responsibilities1. Client Documentation Management

Collect, organize, verify, and maintain client documents.

Prepare client documentation based on internal checklists and requirements.

Review documents for missing information, inconsistencies, formatting issues, and basic errors.

Maintain organized digital folders for each client.

Maintain client-wise documentation trackers and status sheets.

Follow up internally or with clients for pending documents and information.

Ensure confidential client information is handled appropriately.

Maintain proper version control of documents and presentations.

Prepare documents in professional formats such as Word, PDF, Excel, and Google Docs/Sheets.

Pitch Deck Design & Development

Create and edit professional investor pitch decks for startup clients.

Convert founder-provided information into clear and structured presentation content.

Work on pitch decks covering areas such as

Problem & Solution

Product / Service

Market Opportunity

Business Model

Traction

Competitive Landscape

Go-To-Market Strategy

Financials

Fundraising Ask

Use of Funds

Team

Design and format presentations using Canva and/or PowerPoint.

Maintain consistency in fonts, layouts, branding, charts, icons, tables, and visual hierarchy.

Improve existing pitch decks based on feedback from senior team members.

Create different versions of decks when required for investors, grants, funding programs, or other stakeholders.

Ensure pitch decks are visually professional and easy for investors to understand.

Coordinate with the strategy/fundraising team to incorporate business and financial information accurately.

Online Application & Submission

Complete online applications for government schemes, grants, accelerators, funding programs, startup programs, and other relevant opportunities.

Research application requirements and eligibility criteria.

Enter client information accurately into online portals and application forms.

Upload required documents in the correct format and size.

Track application status and submission deadlines.

Maintain a centralized application tracker.

Take screenshots/download acknowledgement receipts after successful submissions where applicable.

Follow up on incomplete, rejected, or clarification-required applications.

Ensure no application is submitted with missing or inaccurate information.

Maintain records of application IDs, submission dates, portal details, and status.

Client Coordination

Coordinate with clients to collect required documents, data, financial information, company details, and other inputs.

Send professional follow-up messages for pending information.

Clarify basic documentation requirements with clients.

Coordinate with the senior team when additional information or clarification is required.

Keep clients updated regarding documentation and application progress when instructed.

Maintain professional communication through email, WhatsApp, Google Meet, and other approved communication channels.

Internal Coordination

Coordinate with the fundraising, sales, research, and management teams.

Understand the specific deliverables promised to each client.

Maintain task trackers and deadlines.

Ensure assigned work is completed within agreed timelines.

Escalate missing information, technical issues, or application-related problems to the appropriate senior team member.

Participate in internal review processes before documents or applications are finalized.

Research & Data Collection

Conduct basic online research related to

Government grants

Startup schemes

Funding programs

Accelerators

Incubators

Business opportunities

Industry information

Collect relevant information required for client applications and pitch decks.

Verify basic information through reliable sources before including it in client documents.

Maintain a database of frequently used application requirements and resources.

Required SkillsTechnical Skills

Strong knowledge of MS Office / Google Workspace.

Good knowledge of Canva and/or PowerPoint.

Ability to create professional presentations.

Good Excel/Google Sheets skills.

Comfortable working with online application portals.

Good internet research skills.

Ability to work with PDFs, Word documents, Excel files, presentations, and online forms.

Basic understanding of startup terminology is preferred.

Professional Skills

Excellent attention to detail.

Strong organizational and documentation skills.

Good written and verbal communication.

Ability to manage multiple client projects