Client Support Specialist
CurrentAdvise clients on avenues for small business growth, determined eligibility based on business guidelines and standards. Explore resources to help clients launch their small businesses. Consults clients on business resources and assist clients with applicant processes. Maintain communication between staff, clients, and management to facilitate a positive experience. Collaborate with community organizations to strengthen small business resources for clients. Utilize CRM platforms including HoneyBook and Keap to service clients daily, working with the team to identify technical issues and marketing opportunities for success stories. Contributing to project meetings, schedule management, and detailed report generation. Advise on company information and effectively able to work on tight timetables.