Top Provider offers a streamlined process to help clients narrow down options and find the right service provider efficiently. With a focus on providing curated lists of top providers, we save our clients time, money, and effort by understanding their needs and goals. Our robust process ensures that vendors have the right solutions for each client's current business needs.
Job Title: Client Advisor
Top Provider is seeking a motivated and results-driven Client Advisor to join our fast-growing startup in Naples, FL. We help businesses by matching them with Top Providers of solutions, while helping Top Providers generate pre-screened and qualified B2B leads.
Our clients are business professionals seeking customized quotes from leading providers of solutions. As a Client Advisor, you will be the connector between our clients and vendors, ensuring a tailored match that aligns with each client's specific needs. From the moment a client submits a request, you will serve as their primary point of contact.
Key responsibilities for this role include fully screening new requests for quotes quickly and effectively, selecting vendors that best match the client's needs, and ensuring a seamless connection between the client and vendor. After facilitating the initial connection, it is important to follow up with each lead post-connection to gather feedback. The success of this role will be measured through three main metrics: time to screening, screening duration, and the results from post-referral follow-ups.
This is a full-time, in-office position, offering close collaboration with the Top Provider team. Join us to help drive vendor success and take your career to new heights in a supportive and entrepreneurial atmosphere.
What You Will Do: • Efficiently manage a high volume of inbound leads, prioritizing and managing each request in the queue to ensure timely response and screening. You will be measured on key performance metrics such as lead response time and queue management efficiency. • Engage with clients when necessary to understand their specific needs and business challenges, providing guidance and setting expectations of next steps. • Carefully analyze and select the best-matched vendors based on client requirements, ensuring solutions meet their business objectives. • Track and manage client requests, ensuring that all interactions are logged, and progress is monitored for each lead. • Facilitate smooth communication between clients and vendors, acting as a bridge to ensure expectations are clear and that the process is seamless. • Own the follow up process with clients to gather feedback, resolve any issues, and measure the success of the match. • Monitor progress against key metrics such as time to screen, screening duration, and post-referral satisfaction to continuously improve the matching process. • Collaborate with the team to optimize the client and vendor experience by identifying opportunities for
process improvements and delivering feedback.
What We Offer: • Collaborative Culture: Join a team that values innovation, collaboration, and shared success. • Career Growth: Be part of a fast-growing company with ample opportunities for personal and professional development.
Company Overview:
Top Provider is a rapidly expanding startup based in Naples, Florida. We specialize in connecting business professionals with the perfect vendors to meet their unique needs. As part of our team, you'll play a key role in our growth and help shape the future of our company.