Start-up Business Assessor

Menter Môn, in partnership with Business in Focus and M‑SParc, is part of Enterprise Partnership Cymru, which delivers Business Wales services on behalf of the Welsh Government, supporting entrepreneurs across Wales.

The Start-Up Business Assessor role focuses on assessing client needs in the early and pre-start stages, providing guidance, carrying out business diagnostics, and signposting to appropriate support. The post holder will help manage a portfolio of clients, collect and analyse data, and support the development of new businesses by working closely with the advisory team and the wider Business Wales ecosystem.

Act as the first point of contact for all start-up client enquiries received from digital platforms, mailbox or telephone. Encouraging a digital first approach and customer liaison during onboarding and ongoing interactions through digital platform.

Undertaking or reviewing initial diagnostic to accurately determine eligibility for support along with any additional client needs, referring and processing each enquiry accordingly, e.g. signposting to digital platforms for on-line learning and resources, refer to appropriate Advisers in delivery model, etc.

Where appropriate provide information, signpost and/or make referrals to the Eco System, specialist partner organisations and intermediaries. Document in accordance with procedures and within prescribed timescales.

Work with Advisers to maintain client relationships, monitoring and supporting clients during the client journey at prescribed intervals. Review client’s progress and ascertain if any further support is required, cross-refer to retain engagement with the service or signpost to external partners and eco-system as appropriate, and review client satisfaction.

Work with clients to overcome barriers during onboarding, support channels and implementation of their action plan for example, in order to sustain momentum towards the agreed goals.

Identify and agree an action plan of support and/or learning modules available to clients, to achieve entrepreneurial goals. Facilitate a handover where clients progress through support options and are referred on to an Adviser, and/or 3rd party stakeholder. Evidence in the necessary digital paperwork, in compliance with contractual requirements and operational procedures.

Build and maintain engagement with an effective and structured network of stakeholders to generate leads on profile with engagement KPIs and for signposting and client support. Ensure network is a diverse range from public sector, e.g. Careers Wales, Jobs Growth Wales, HE/FE Institutions, as well as from the wider Ecosystem, from private and third sectors, e.g. translation services, Chwarae Teg and other Under-Represented Group (URG) organisations, e.g. ACF, The Cae & C4W.

Encourage clients to engage in local community-based and online networking groups/events to encourage a peer-to-peer support network that achieves regular and meaningful participation.

Identify and encourage clients with the potential to be BW ambassadors or to participate in the BW Mentoring programme as a Mentor.

Undertake the accurate management of client data ensuring all activity is recorded on prescribed digital systems and intervention outcomes are evidenced and documented compliantly.

Maintain effective local/regional engagement with clients, colleagues and stakeholders to promote the service, securing an effective referral network.

Maintain good knowledge and understanding of public and private sector support and services available for SMEs for the region.

Proactively identify clients with successful outcomes for marketing and PR case studies to promote the BW service.

Undertake duties to a high standard of customer service in a professional and timely manner.

Support the Start-up Team Leader by identifying and making recommendations for continuous improvement, e.g. procedures, systems of work. Proactively share intelligence information with management to develop engagement, reach and service provision.

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About Disability Confident

A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident .