Primary Purpose of Position:
This position is a first-level business counselor/advisor. The individual provides business advice and counsel to pre-venture business clients as part of a statewide team that focuses on assisting entrepreneurs to evaluate their idea and transition to “in business” companies. The individual independently obtains and manages a client portfolio that ensures 75 business starts annually, with an emphasis of short-term (30-45 day) starts. The individual collaborates and consults with other SBTDC team members and partners to ensure the success of the client.
Graduation from a four year college or university and one year of program associate experience; or an equivalent combination of training and experience.
Essential Job Duties:
Provides general business advice and counsel to all size businesses in the SBTDC portfolio with an emphasis on nascent entrepreneurs. Acts as the Lead Counselor (i.e., case manager) and maintains a client portfolio consistent with the Regional Service Center’s annual work plan, the statewide specialized startup program’s 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. Maintain confidential, complete client records that are maintained in a timely manner.
Department Preferred Experience, Skills, Training/Education:
• Bachelor’s Degree, preferably in a Business related field.
• Entrepreneurship ecosystem and/or startup experience preferred.
• Business start-up experience preferred.
• Strong public speaking experience and experience facilitating training.
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