Job Description
Summary: This role is a hybrid position, with the on-site work schedule determined primarily by the employee’s manager based on departmental and business needs.
Essential Duties & Responsibilities: Programming: - Manage the implementation of VBOC programming, including presenting in webinars, acting as a point of contact for programs, synthesizing and creating program content, and other grant-related duties.
- Ensure implementation of policies and practices through training of necessary team members.
- Support the growth, planning, development, and coordination of VBOC programming and its activities.
- Ensure appropriate marketing is created for VBOC programming.
- Help build positive relations between clients and all ECDI resources and programs.
- Maintain relationship with appropriate PAN (Professional Advisory Network) resources.
- Assist with program reporting as required by SBA and other active grants.
- Identify and attend community outreach events in ECDI’s geographic footprint to grow the VBOC program.
- Collect and maintain accurate program data to build and grow the VBOC program.
- Tracks and analyzes client engagement and satisfaction data to inform program enhancements.
Client Support: - Support ECDI staff in the referral and hand-off processes to ensure client support is completed.
- Provide direct one-on-one coaching to multiple small business clients daily, including idea stage and growth stage businesses.
- Provide general technical assistance (TA) support to clients in preparation for the loan application process.
- Assist with coordination of speakers, SMEs, and contract services.
- Conducts client intakes, assessments, and follow-ups to track progress and ensure program alignment with goals.
Other Responsibilities: - Represent the organization in a professional and courteous manner.
- Maintain a flexible manner, diplomatic dialogue, and show willingness to offer support to staff and clients.
- Collaborate with Lending & Sales staff to manage VBOC lending pipeline.
- Answer questions about pre-loan processes, lending processes, post-loan processes, and other ECDI programs.
- Maintain a thorough working knowledge of and adhere to all ECDI policies and procedures.
- Maintain accurate client files, documents, and profiles for necessary paper files and in appropriate tracking systems.
- Liaise with ECDI’s partner organizations to ensure proper invoices and scheduling.
- Participate in meetings and provide suggestions for improvement for the department and the organization.
- Perform other related activities, as required, to assure department and organizational success.
Minimum Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Knowledge, Skills, and Abilities: - Knowledge of small business development, entrepreneurship, and economic development principles.
- Strong client service and relationship management skills, with the ability to engage effectively with individuals from varied backgrounds.
- Organizational and project management skills to coordinate multiple initiatives and meet deadlines.
- Skill in facilitating engaging training sessions and adapting content to diverse learning styles.
- Ability to obtain and maintain access to military installations, preferred
- Comprehensive knowledge of standard office practices, procedures, equipment, and techniques.
- Computer Skills:
- Experience with and knowledge of computer operation.
- Knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.).
- Knowledge of using and managing video conferencing applications, such as Zoom.
Education and/or Experience :
- Associate’s degree in Business, Public Relations, Economics, Marketing, or related field AND one to three (1-3) years of experience directly related to the duties and responsibilities specified.
- Five (5) or more years’ experience in business diligence, business plan creation, business analysis, working on cross-functional teams, and managing critical external relationships.
- Experience working with veterans, service members, and military spouses strongly preferred
- Experience developing and facilitating workshops or training programs for adult learners is highly desirable.
- Experience working with community organizations or with small businesses, a plus.
- Experience in programming and training development is a plus.
Special Requirements: - Position will require statewide travel on occasion up to 30% of time.
- Evening and weekend hours on occasion are required.
Other: - This position is a hybrid role that will split time in-office and in-person with clients with the flexibility to work from home part of the time, as determined by manager and business needs.
- Typically, the employee may sit comfortably to perform the work. However, there may be some walking; standing; bending; carrying light items such as papers, books, small parts; driving an automobile, etc. No special physical demands are required to perform the work.
- Risks found in the typical office setting, which is adequately lit, heated, and ventilated, e.g., safe use of office equipment, avoiding trips and falls, observing fire regulations, etc.
Competencies: To perform the job successfully, an individual should demonstrate the following competencies:
- Program Knowledge - Understands the organization's program services, policies, procedures. Demonstrates and applies this knowledge in performance of administrative support tasks. Explains and interprets program information to customers.
- Design - Demonstrates attention to detail.
- Technical Skills - Assesses own strengths and weaknesses; pursues training and development opportunities; strives to continuously build knowledge and skills; shares expertise with others.
- Interpersonal Skills - Focuses on solving conflict; maintains confidentiality; listens to others; remains open to others’ ideas and tries new things.
- Judgment - Exhibits sound and accurate judgment; includes appropriate people in decision-making process; makes timely decisions.
- Quantity - Strives to increase productivity.
- Oral Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings.
- Written Communication - Writes clearly and informatively; presents numerical data effectively; able to read and interpret written information.
- Teamwork - Exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit .
- Quality Management - Looks for ways to improve and promote quality; demonstrates accuracy and thoroughness.
- Judgment - Exhibits sound and accurate judgment; includes appropriate people in decision-making process; makes timely decisions.
- Attendance/Punctuality - Ensures work responsibilities are covered when absent; meetings arrive at work, and appointments on time.
- Dependability - Follows instructions; responds to management direction; takes responsibility for own actions; completes tasks on time or notifies appropriate person with an alternate plan.
- Initiative - Volunteers readily; undertakes self-development activities; seeks increased responsibilities; looks for and takes advantage of opportunities; asks for and offers help when needed.
- Entrepreneurial Mindset - Takes ownership in driving results; embraces change and adapts quickly; contributes creative ideas that advance organizational goals and impact
Job Tags
Full time, Contract work, Work at office, Flexible hours, Weekend work, Afternoon shift