Puerto Rico Science, Technology & Research Trust

Advisor

• Serve as a trusted business consultant and first point of contact for entrepreneurs and small business owners
• Respond to hotline, email, and social media inquiries within 24 working hours when possible
• Conduct needs assessments and provide personalized advisory and technical assistance from startup through growth and expansion
• Deliver individual and group orientations and coaching on business planning, access to capital, and growth strategy
• Connect clients with appropriate partners, funding, training, events, and opportunities
• Follow up with clients and measure outcomes
• Research emerging entrepreneurial needs, trends, tools, resources, funding, training, and business opportunities
• Create presentations, webinars, workshops, trainings, blog posts, guides, and templates
• Organize website content by growth stage and industry and maintain accurate Resource Navigator and website information
• Curate events, openings, calls, solicitations, and opportunities for weekly publications
• Recruit and onboard Resource Partners and strengthen existing relationships
• Advise partners on improving business-service delivery and document meeting outcomes
• Develop and deliver entrepreneurial events and communicate updates to the team and community
• Represent Colmena66 at presentations, conferences, exhibitions, industry events, and community events
• Document services and referrals in SourceLink Pro® and maintain accurate CRM records
• Track client engagement, referrals, counseling hours, event attendance, and other performance metrics
• Build and maintain performance dashboards and CRM reports
• Conduct follow-up calls and satisfaction surveys
• Manage initiatives from ideation to completion using plans, timelines, budgets, Microsoft Planner, and Gantt charts
• Present impact results within 14 days of initiative completion and deliver standard operating procedures with impact reports
• Improve operating policies and procedures and coordinate with marketing, outreach, and DMC teams
• Onboard and support team members

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Business Resource Advisor