Small Business Advisor

EDPNCRaleigh, NC
3dRemote

About The Position

Promote North Carolina for business and employment. Work professionally with a wide range of clients from CEOs to individuals with limited business and technology knowledge. Educate people/businesses regarding how to start or expand a business in NC, provide regulatory information and compliance requirements (based on NC Legislature/Law), and share partner resources. Through training, attain a working knowledge of the 950+ licenses pertaining to different occupations and industries in NC. Learn and share basics of partners’ services, e.g., business training, funding options, and certification programs. Provide excellent customer service and follow through on processes. Position requires clear, concise written and verbal communication, attention to detail, and confidentiality.

Requirements

  • College degree or equivalent customer service experience (working with clients, and customers the majority of the day in person or via phone)
  • Microsoft 360 programs, CRM (Salesforce), social media and the Internet required
  • Working knowledge of business basics: product or idea development, target marketing, finance (how the business makes money), and how to grow a business
  • Decision making; problem-solving by knowing what questions to ask the customer
  • Self-confidence to share information clearly and concisely
  • Teamwork, flexibility
  • Diligence, accuracy, and completeness
  • Reliable, dependable
  • Professional and positive demeanor
  • Demonstrates strong detail-oriented organizational skills
  • Demonstrates strong customer service and communication skills – this position communicates directly with the public
  • Demonstrates sound and practical decision making
  • Ability to read, listen and communicate effectively and clearly, both verbally and in writing (English, plus if fluent in Spanish)
  • Ability to learn and retain information; problem solve
  • Sitting and standing for long periods of time (e.g., when attending trade shows)
  • Ability to carry or move up to 10 lbs. (e.g. marketing materials at trade shows)
  • Driving a vehicle (employee or company-leased/company-rented)

Nice To Haves

  • Prefer Bilingual; fluent in Spanish, ability to speak, understand, read, and write in Spanish

Responsibilities

  • Provide professional customer service to all clients via phone, email, web, and in person
  • Assist individuals who contact our team or anyone who contacts EDPNC about our services or state related resources
  • Continue to learn and be familiar with legislature changes in licensing and with partner resources
  • Identify and assist people or entities with business regulatory permits for NC
  • Provide other resources to help the client maximize success
  • Exemplify a positive attitude when working with both internal (team members, other departments) and external clients
  • Assist clients with answering questions about basic business forms for NC
  • Enter data accurately, record how client was assisted including client-name, email, phone number and shared regulations and resources
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