Business Advisor

Research Foundation of The City University of New York•New York, NY

5d•$52,000 - $59,000•Onsite

About The Position

At a Regional Center, a Business Advisor provides one-on-one client counseling and comprehensive small-business assistance to existing businesses, startups, and aspiring entrepreneurs. The team at RFCUNY is made up of dedicated, talented professionals committed to providing the services that allow CUNY researchers, faculty, and staff to focus on their intellectual curiosity and scientific discoveries. We are pleased that you are interested in exploring opportunities to join RFCUNY.

Requirements

At least three years of experience in private-sector business or a related public technical assistance environment.
Strong customer service skills to identify client needs, troubleshoot issues, and provide solutions that support business growth and long-term success.
Excellent communication skills (written, oral, and interpersonal).
A strong commitment to the advisement model and to effective strategies for serving small businesses.
Experience in building and managing partnerships and relationships with external liaisons.
Ability to maintain client confidentiality.
Must have a valid driver's license and a personal vehicle for daily client visits.

Nice To Haves

Detail-oriented with strong organizational and technical skills.
Proficiency with standard office computer programs, systems, and survey tools.
Familiarity with a variety of virtual meeting platforms (Zoom, Microsoft Teams).
Ability to work collaboratively in a team while independently managing daily responsibilities.
Availability to work some evenings and weekends
Knowledge of the small business and of the New York Congressional District 11 community.

Responsibilities

Provide expertise in SBDC services, including business formation, business plan development, market research, and guidance on financials (cash flow projections, profit & loss statements, balance sheets, budgeting, and other financial matters).
Enter contact and counseling notes into the CRM system (Neoserra) within two to three days of contact; respond to clients, potential clients, and other external liaisons in a timely manner; refer individuals to outside providers when appropriate.
Meet monthly, quarterly, and annual metrics to ensure the center meets annual goals.
Conduct weekly outreach in business corridors within New York Congressional District 11 and attend business-related events to attract new clients.
Participate in and lead training sessions sponsored by the SBDC and other liaisons, and provide follow-up services to attendees as needed. Sessions may include video conferences, long-term classroom settings, and single- and multi-day conferences.
Other duties as assigned.