Build and foster SBDC stakeholder relationships and client referral stakeholders including bankers.
August 27, 2022
Develop strategies to attract specific populations, such as veterans, women and minorities that includes using traditional and web based communications tools such as social media and email.
December 12, 2022
Management and coaching of assigned Brokers/FSPs/GPs to ensure paperwork and enrollment process is followed correctly.
January 02, 2023
Monitor product performance, particularly product sales and churn, and suggest/assist with needed marketing and operational adjustments to trigger performance improvements.
January 31, 2023
Provide documented formal training of assigned Brokers/FSPs/GPs throughout the year including the use of virtual training technology where appropriate.
February 04, 2023
Communicate directly with customers and their trading partner(s) throughout the implementation process.
March 06, 2023
Create customer-specific business rules in order to meet customer and trading partner system and/or business requirements.
April 02, 2023
