Small Business Advisor

PeopleFund • Austin, TX

321d

About The Position

PeopleFund is seeking an innovative and programmatically creative individual to serve as a Small Business Advisor for our clients. This role will focus on developing post-loan support programming for borrowers. This may include a variety of the following functions: serving as our borrower point of contact (post-loan), onboarding new borrowers to education and support services, coordinating site visits and tracking SBA compliance, updating the online education portal, and planning programs specifically to serve the needs of borrowers throughout the life of their loan. The Strategic Advisor will guide business owners in a variety of capacities to create real, lasting change by partnering on the macro, micro, and long-term goal of economic development (access to capital and job growth). The individual filling this role must be able to work with some level of initiative and autonomy in order to fulfill responsibilities.

Requirements

• 3+ years of business startup experience or working with small business owners.
• 1+ years consulting, coaching, or advising small business owners.
• Subject matter expert in business planning, market research, financial statements, access to capital, personal and business credit, operations, marketing, and financial forecasting.
• Experience managing partner, vendor, and contractor relationships.
• Experience with compliance management.
• Experience with client case management.
• Proficient in Microsoft Office 365.
• Ability to work between 9:00 am and 6:00 pm, Monday through Friday with flexibility to work outside of those hours to support events and client needs.

Responsibilities

• Serve as the primary point of contact and manage a portfolio of up to 200 PeopleFund borrowers for technical assistance.
• Review quarterly financials (profit and loss, cash flow, and balance sheet statements).
• Track small businesses’ sustainability by meeting with client caseload via a site visit 18-24 months after obtaining their loan with PeopleFund (some travel is required in this role).
• Conduct monthly touchpoints with clients (can include a tailored newsletter, targeted emails, phone calls, etc.).
• Facilitate group and online training.
• Conduct a minimum of 2 advising sessions per client annually (in person or virtual) on various topics including business planning, market research, financial statements, access to capital, personal and business credit, operations, marketing, and financial forecasting.
• Assist in the development of updated curriculum (via Tovuti modules, manuals, presentations, etc.).
• Create and facilitate Microloan borrower virtual communities in Tovuti.
• Work closely with the lending and risk management teams to provide post-loan support and technical assistance to small business owners.
• Track and report all technical assistance provided monthly on a cloud server.
• Work with partner agencies (SCORE, SBDC, Chambers of Commerce, etc.) in the designated region to coordinate and provide post-loan technical assistance.
• Maintain working knowledge of ongoing small business opportunities and resources.
• Connect clients to professional resources in the community to help meet their business needs.
• Lead workshops for clients and partners.
• Collaborate with resource partners in the Small Business Ecosystem on outreach, events, and workshops.
• Attend events and engagements both during normal working and outside of normal working hours as required.
• Track set metrics for job evaluation and community impact monthly.
• Perform other duties as assigned.

Benefits

• Medical, dental, vision, and life insurance coverage. PeopleFund pays up to 100% for employee only.
• Paid Time Off starting at 3 weeks per year and 12 paid holidays.
• 401 (k) with Employer Match.
• Flexible Spending Account (FSA) and Health Savings Account (HSA) available for qualifying medical plans and expenses.
• Dependent Child Care Spending Account available to employees who qualify.
• PeopleFund is a Hybrid Work Company.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level