Business Advising Relationship Manager

Salary: $50,000 - $90,000

Benefits:

• 15 Paid Holidays
• 15 PTO/SICK
• Employer paid benefits (dental, medical, vision)
• 403B Retirement match
• FSA
• Annual Performance bonus: 0 – 10%

Who We Are:

Pacific Community Ventures is a non-profit community investor supporting underserved entrepreneurs and small businesses’ financial health, quality job creation and climate resilience. Through Restorative Capital, Pro Bono Business Advising, and our Good Jobs Innovation Lab we provide entrepreneurs and their workers with the financial and strategic resources they need to grow, hire, and prosper.

The Role:

The Business Advising Relationship Manager will be pivotal in connecting small business clients with the resources and mentorship they need to thrive. This role will act as the primary liaison between PCV’s Business Advising team, small business owners, and volunteer advisors. The ideal candidate will focus on delivering exceptional client support, building meaningful relationships, and enhancing the overall advising experience through thoughtful engagement and program execution.

Essential Job Duties and Responsibilities:

• Serve as a dedicated account manager for Business Advising partners, managing onboarding processes, leading presentations, and maintaining proactive communication to meet partner needs.
• Conduct onboarding calls for PCV lending clients, ensuring seamless integration into the Business Advising program while addressing their unique business challenges.
• Respond to email inquiries and analyze survey responses, providing actionable insights and ensuring participants receive timely support in their advising journey.
• Collaborate with PCV’s Marketing and Communications team to identify, compile, and share success stories that highlight the impact of the Business Advising program.
• Lead and manage focus cohorts within the Business Advising program, ensuring participants have access to designated resources and specialized advising support.
• Foster a sense of community among small business owners and advisors by organizing networking opportunities and encouraging interactive engagements.

Qualifications, Skills & Experience:

• A minimum of 2 years of experience in client support, account management, or customer service, particularly in roles requiring direct interaction with small business owners or entrepreneurs.
• Strong relationship-building skills with the ability to balance empathy and professionalism.
• Excellent time management and organizational skills with a proven ability to handle multiple priorities effectively.
• Familiarity with small business challenges, particularly those faced by women, BIPOC entrepreneurs, or businesses in economically distressed areas.
• Native fluency in Spanish, Cantonese, or Mandarin (written and spoken) is strongly preferred but not required.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook); experience with Salesforce and Tableau is a plus.
• A degree is not required, but some college coursework or equivalent professional experience is preferred. Computer Software:

Microsoft Office to include Word, PowerPoint, Outlook, and Excel. Tableau and Salesforce a plus

Job Types: Full-time, Part-time

Pay: $50,000.00 - $90,000.00 per year

Expected hours: 30 per week

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus opportunities
• Performance bonus

Ability to Commute:

• Oakland, CA 94612 (Preferred)

Ability to Relocate:

• Oakland, CA 94612: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Oakland, CA 94612

Salary : $50,000 - $90,000