This position is a first-level business counselor/advisor. The individual provides business advice and counsel to all size small 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.
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. Percentage Of Time 50%.
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 the Regional Service Center's annual work plan. Metrics: New client satisfaction. Percentage Of Time 5%.
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. Percentage Of Time 15%.
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. Percentage Of Time 10%.
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. Percentage Of Time 10%.
Other Duties as Assigned: 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. Percentage Of Time 10%.
Special Instructions To Application:
Please ensure your full range of knowledge, skills, abilities, experience and education are listed on your application. Do not write ‘see resume’ on your application when completing the job duties section.
If you answer the questions at the end of the application, please ensure your application reflects the knowledge, skills, abilities and experiences to support your answers (see job duties section of previous employment).
Failure to answer the questions at the end of the application will not preclude your application from being considered but may result in your application not receiving full consideration of your knowledge, skills, and abilities.
Applicants must be currently authorized to work in the United States on a full time basis.
Bachelor’s degree and one year of experience related to the area of assignment; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
Full time or Part time: Full Time
Position Location (city): Greenville
Position Number: 947081
Organizational Unit Overview:
The University of North Carolina System’s Small Business and Technology Center (SBTDC), in partnership with the US Small Business Administration, is the recognized, primary organization through which the state of North Carolina provides business counseling, management education, and technology development services to help the business community successfully meet challenges, manage change, and plan for the future.
To be a national model for student success, public service and regional transformation, East Carolina University uses innovative learning strategies and delivery methods to maximize access; prepares students with the knowledge, skills and values to succeed in a global, multicultural society; develops tomorrow's leaders to serve and inspire positive change; discovers new knowledge and innovations to support a thriving future for eastern North Carolina and beyond; transforms health care, promotes wellness, and reduces health disparities; and improves qualify of life through cultural enrichment, academics, the arts, and athletics. We accomplish our mission through education, research, creative activities, and service while being good stewards of the resources entrusted to us. East Carolina University delivers on the promise of opportunity. We open doors. We improve lives. We transform the present, and we discover the future. In these ways and more, we serve our community, our state, our nation and our world as together we reach toward our greatest potential. Tomorrow starts here.