COORDINATOR, SMALL BUSINESS CLIENT NAVIGATION

Summary of Position

The Client Navigator plays a key role in supporting clients throughout their journey towards business launch, fostering strong relationships built on trust and collaboration. This position involves identifying client needs, providing personalized support, and helping clients achieve their goals. The Client Navigator will also work closely with internal teams and community partners to ensure that services and programming align with client needs and organizational objectives. The ideal candidate is a proactive, empathetic individual who is committed to helping clients overcome challenges and succeed. This role requires a passion for service, a collaborative mindset, and a dedication to making a positive impact in the community.

Key Attributes

• You deeply value: a mission bigger than yourself; an organization rooted in Trust, Empathy, Innovation, and Accountability; and, service to under-resourced communities.
• You desire to play a key role within a fast-growing organization; where values & culture are at the core of work; and the environment is ever-changing and quickly moving.
• You possess strong trust-building abilities with diverse groups of team members, partners, community stakeholders, and clients.
• You are driven by a passion for fostering growth and providing practical, hands-on support to entrepreneurs navigating challenges in a dynamic and evolving sector.
• You embrace lifelong learning and continuously seek opportunities to grow professionally and better serve the community you support.
• You are collaborative by nature, excelling at working across teams to achieve shared goals and amplify impact through collective efforts.
• You are committed to inclusivity and ensuring all individuals feel respected, valued, and supported in their journey.

Responsibilities

• Foster strong, trusting relationships with clients to ensure ongoing collaboration and support, including direct engagement during client programming.
• Identify and address client needs related to licensing, training, access to capital, and other program requirements.
• Act as a point of contact for client referrals to vetted support providers and partners.
• Respond promptly and professionally to client inquiries through calls, emails, and text messages.
• Follow up with cohort participants to ensure continued engagement and progress after program completion.
• Assist in the design and execution of cohort programming, ensuring it aligns with client needs and organizational goals.
• Develop and implement post-programming initiatives to support ongoing client development.
• Schedule and conduct periodic in-person and virtual check-ins with clients.
• Track client progress and maintain accurate documentation through data collection, entry and reporting.
• Contribute to the planning and development of strategies to enhance program impact and address client needs.
• Manage CIELO portfolio of launched businesses.
• Collaborate with internal and external stakeholders to strengthen community partnerships and enhance program reach.
• Participate in community outreach efforts and stakeholder meetings to promote the program and recruit participants.
• Offer administrative support to program leads.
• Other duties as assigned.

Qualifications

Skills and Competencies

• Effective project coordination and organizational skills.
• Detail oriented with strong time management skills.
• Ability to collect and analyze data for reporting and decision making.
• Characterized as trustworthy and empathetic.
• Committed to building community and centering people.
• Strong written, oral communication, and relational skills.
• Commitment to CIELO’s mission, DEI, and working with people from all racial, ethnic and socioeconomic backgrounds.

Education & Experience

• Bachelor’s degree or equivalent experience.
• 1 years of experience in program coordination, client relationship management, data analysis, and/or administration.
• Experience working directly with small businesses or entrepreneurs is preferred.
• Experience working with clients towards a goal preferred.
• Proficiency in Google Suite, data analysis tools, and CRM systems.
• Bi-lingual (Spanish and English) fluency is preferred.
• Experience working in a non-profit setting is a plus.
• Small business ownership or entrepreneurship is a plus.

Compensation & Benefits

• This is a non-exempt position with an hourly rate of $24-$27.
• As a non-exempt employee, you are eligible for overtime pay in accordance with federal, state, and local labor laws.
• This position is eligible for performance-based bonuses.
• Benefits include: generous paid time off, health insurance, dental insurance, vision insurance, 401k , and professional development budget.
• Flexible hybrid work arrangement and occasional work on nights and weekends.

Apply

• If this is a role that aligns with your values, skills, experiences, and passion, we encourage you to apply!
• Please upload your resume and cover letter to your application within the Indeed platform.

Job Type: Full-time

Pay: $24.00 - $27.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Shift:

• Day shift

Work Location: Hybrid remote in Santa Ana, CA 92705

Salary : $24 - $27