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Department: 262201 - SBTDC-Capital Center
Location: Raleigh, NC
Essential Job Duties:
The Business Counselor is a first-level business counselor/advisor. The individual provides business advice and counsel to all small size business clients with a focus on the SBTDC's pre-venture and existing small business segments. The individual independently manages a client portfolio of roughly 50 cases annually. The individual collaborates and consults with other team members to assess prospective clients and provide appropriate case manager assignment and/or professional referrals. The individual acts as the principal trainer for nascent entrepreneurs and plans and delivers other training events as required. He/she is responsible for daily fiscal management of the Center's multiple budgets and is a primary point of contact with SBTDC State Administrative Office and campus finance, contract and grant resources.
Primary duties of the business counselor include, but are not limited to the following:
Business Counseling and Case Management: Provides general business advice and counsel to all size businesses in the SBTDC portfolio with an emphasis on nascent entrepreneurs and existing small businesses (under 10 FTE). Acts as the Lead Counselor (i.e., case manager) and maintains a client portfolio consistent with the Regional Service Center's annual work plan and SBTDC strategic plan. As the Lead Counselor, this position is responsible for active management of each case in his/her portfolio. This includes autonomous decision-making based on an analysis of each client's current operating and financial situation and appropriate team counseling with other general or specialty counselors. Case analysis may require financial analysis, comparative market research and/or use of other analytical tools at the counselor's discretion. Metrics: Client economic impacts, segmentation targets, case activity targets, customer satisfaction
Client Intake and Assessment: Evaluate client inquiries and requests for counseling assistance. Determine most appropriate resource to serve the client's needs. Make external referrals to training resources, private professional resources. Makes determinations on assuming the Lead Counselor role for prospective clients or refers to another SBTDC resource to open a counseling case. Responsibility and autonomy for evaluation and case assignment consistent with the Regional Service Center's annual work plan. Metrics: New client satisfaction
Fiscal Management: Principal point of contact between the Center, the SBTDC State Administrative Office financial unit and campus contracts & grants and other financial units. Responsible for daily management of the Center's multiple operating budgets. Responsible for Center budget reconciliation, matching funds reports, identification of changes requiring budget revisions and other budget management duties. Responsibilities may include fiscal activities related to travel, procurement, HR, and other functions based on campus requirements. Requires a sound working knowledge of applicable OMB circulars and other federal contract requirements. Metrics: Annual SBTDC fiscal audit standards
Training: Acts as the principal resource in the Center for delivery of the SBTDC's Pre-Venture Orientation (PVO) training to nascent entrepreneurs. Responsible for planning, scheduling, content delivery, event documentation (to meet SBA 888 requirements), training evaluation and client follow up for PVO events. Acts as subject matter expert for SBA-required training documentation processes for the Center team. Metrics: Training event and attendee targets, training evaluation ratings
Outreach and Engagement: Develops and maintains relationships with SBTDC and Center partners including the community college Small Business Center Network, local and regional economic development organizations, local and regional chambers of commerce and other EDO partners consistent with the Regional Service Center's annual work plan.
Other duties as assigned will be based on the Regional Service Center's staffing level, assignment of specialty resources, unique campus requirements and programmatic requirements consistent with the Regional Service Center's annual work plan. Duties may include but are not limited to oversight of student interns and/or teams (including maintenance of student time logs and documentation of work products) and outreach, engagement and other activities related to RSC and SBTDC statewide events.
Bachelor’s degree and one year of experience related to the area of assignment; or and equivalent combination of training and experience.
All degrees must be received from appropriately accredited institutions.
A broad, general knowledge of the small business management is required.
Excellent interpersonal and communication skills are also required.
The incumbent must have the ability to manage multiple assignments, organize work and establish priorities with minimal supervision.
Able to operate comfortably with a minimum level of supervision and instruction, exercise judgment and have broad discretion.
Bachelor's degree and seven years of experience related to the area of assignment
The ideal candidate will have experience in small business management or small business lending.
Required license or certification:
A valid North Carolina Driver’s license or the ability to obtain one within 60 days of employment.
Position Number: 00061914
NC State University is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, gender identity, age, sexual orientation, genetic information, status as an individual with a disability, or status as a protected veteran.
If you have general questions about the application process, you may contact Human Resources at (919) 515-2135 or email@example.com. Individuals with disabilities requiring disability-related accommodations in the application and interview process, please call 919-515-3148.
Final candidates are subject to criminal & sex offender background checks. Some vacancies also require credit or motor vehicle checks. If highest degree is from an institution outside of the U.S., final candidates are required to have their degree equivalency verified at www.wes.org or equivalent service. Degree(s) must be obtained prior to start date in order to meet qualifications and receive credit.
NC State University participates in E-Verify. Federal law requires all employers to verify the identity and employment eligibility of all persons hired to work in the United States.
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