Business Advisor

7 months ago

Vancouver, Canada Small Business BC Full time

**ABOUT SMALL BUSINESS BC**

SBBC is an independent non-profit providing holistic support to BC businesses throughout their entire journey. We provide affordable, universal access to expert advice, education and unbiased business resources. We ensure every BC business has someone in their corner—whether they need practical advice or a source of inspiration. Supported by PacifiCan and the BC Ministry of Jobs, Economic Development and Innovation, we celebrate and champion the thriving small business community within BC.

**PRIMARY FUNCTION**

To deliver high quality sales, customer service and information-based products and services to clients of Small Business BC. This includes the appropriate assessment (through interviews, one on one discussions, and correspondence) of client needs, sale and delivery of appropriate Small Business BC products and services, rendering advice, direction and guidance, utilization of resources within the Society and/or referral to external sources.

**PROJECT DUTIES AND TASKS**
- Gathers information from clients in order to properly assess their needs;
- Uses the Society’s marketing tools and resources to recommend products and services that would fulfill client needs;
- Responds to business enquiries, clarifies client information needs, provides tailored pathfinding and resource information using all available print and electronic medias, and/or refers clients to the most appropriate information source;
- Directs clients to the Society’s free resources and responds to information requests that are core to starting, growing or exiting a business.
- Develops and maintains up-to-date knowledge of Federal, Provincial, and Municipal government programs which may be of assistance and interest to clients through regular research, reading and participation in in-house training sessions;
- Provides confidential, fee-based, one-on-one advisory services to clients in various stages of business development.
- Makes scheduling information available to the Client Services team to allow for seamless booking of advisory services;
- Contributes to business seminar content development, and delivers seminars on a variety of topics to clients of the Society;
- Provides statistical information (attendance #’s etc.) for tracking current projects, products, and services;
- Participates in training programs, to provide the information and skills necessary to deliver these services;
- Delivers services in a prompt and professional manner.

3. Researches, develops and deploys information-based products and services
- Develops and maintains a thorough knowledge of society resources, current website, and other internal and external data sources;
- Participates in the design and implementation of new products and services (e.g. instructional materials);
- Compiles information and research to support development of new articles and related client informational materials;
- Contributes to the development of specialized information necessary to meet specific client business service needs;
- Contributes to the maintenance of the Society’s knowledge centre by researching and recommending new/up-to-date materials to be added, and recommending the removal of old or irrelevant materials.

4. Participates in the Client Services team activities
- Communicates constantly with the various consulting teams, education centre, other advisors and analysts, and client services to ensure smooth daily operations;
- Follows the policies and procedures that are put in place by the Client Services Manager to ensure a seamless and professional client experience;
- Communicates with the client services team on issues related to improving customer service delivery;
- Participates in training activities;
- Trains and mentors staff in specific areas of expertise and/or updates staff on research and other information that is collected.

5. Provides backup for front-desk Client Services as needed
- Processes payments from clients for products and services rendered by the society;
- Schedules client appointments and follow-ups with Advisors and Analysts, and manages booking system.

6. Client Relationship Management and Systems Management
- Enter client contact and interaction information into the society’s CRM;
- Lookup client interaction history if necessary to provide better service to clients.
- Ensures workflow is followed for onboarding new client, from assessment to booking to managing intake forms, payment and follow up and recording client interaction notes in CRM

7. Other related duties
- Promotes the products and services of the Society by delivering various outreach activities and partnership initiatives, such as tradeshows, events and standardized presentations to stakeholders in the community;
- Assists in the maintenance of the Society’s resources by replacing publications, general housekeeping, photocopying, sorting and filing; removing out of date information;
- Provides backup customer service support f

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