What are the responsibilities and job description for the Business Counselor position at Winston-Salem State University?
Position Details
Classification Information
Position Classification Title
University Program Specialist I
FLSA
Exempt
Position Class
89610
Position Overview
Position Summary
Professional position providing expertise and counseling to small businesses and administrative assistance to a state agency with a mission of providing a variety of support to the entrepreneurial community.
Business Counseling and Case Management
Provides general business advice and counsel to all size businesses in the SBTDC portfolio with an emphasis on nascent entrepreneurs and existing small businesses (under 10 FTE). Acts as the Lead Counselor (i.e., case manager) and maintains a client portfolio consistent with the Regional Service Center’s annual work plan and SBTDC strategic plan. As the Lead Counselor, this position is responsible for active management of each case in his/her portfolio. This includes autonomous decision-making based on an analysis of each client’s current operating and financial situation and appropriate team counseling with other general or specialty counselors. Case analysis may require financial analysis, comparative market research and/or use of other analytical tools at the counselor’s discretion.
Metrics: Client economic impacts, segmentation targets, case activity targets, customer satisfaction
Client Intake and Assessment
Evaluate client inquiries and requests for counseling assistance. Determine most appropriate resource to serve the client’s needs. Make external referrals to training resources, private professional resources. Makes determinations on assuming the Lead Counselor role for prospective clients or refers to another SBTDC resource to open a counseling case. Responsibility and autonomy for evaluation and case assignment consistent with the the Regional Service Center’s annual work plan.
Metrics: New client satisfaction
Fiscal Management
Principal point of contact between the Center, the SBTDC State Administrative Office financial unit and campus contracts & grants and other financial units. Responsible for daily management of the Center’s multiple operating budgets. Responsible for Center budget reconciliation, matching funds reports, identification of changes requiring budget revisions and other budget management duties. Responsibilities may include fiscal activities related to travel, procurement, HR and other functions based on campus requirements. Requires a sound working knowledge of applicable OMB circulars and other federal contract requirements.
Metrics: Annual SBTDC fiscal audit standards
Training
Acts as the principal resource in the Center for delivery of the SBTDC’s Pre-Venture Orientation (PVO) training to nascent entrepreneurs. Responsible for planning, scheduling, content delivery, event documentation (to meet SBA 888 requirements), training evaluation and client follow up for PVO events. Acts as subject matter expert for SBA-required training documentation processes for the Center team.
Metrics: Training event and attendee targets, training evaluation ratings
Outreach and Engagement
Develops and maintains relationships with SBTDC and Center partners including the community college Small Business Center Network, local and regional economic development organizations, local and regional chambers of commerce and other EDO partners consistent with the Regional Service Center’s annual work plan.
Leadership
Other Duties as Assigned
Other duties as assigned will be based on the Regional Service Center’s staffing level, assignment of specialty resources, unique campus requirements and programmatic requirements consistent with the Regional Service Center’s annual work plan.
Duties may include but are not limited to oversight of student interns and/or teams (including maintenance of student time logs and documentation of work products) and outreach, e
Business Counseling and Case Management
Provides general business advice and counsel to all size businesses in the SBTDC portfolio with an emphasis on nascent entrepreneurs and existing small businesses (under 10 FTE). Acts as the Lead Counselor (i.e., case manager) and maintains a client portfolio consistent with the Regional Service Center’s annual work plan and SBTDC strategic plan. As the Lead Counselor, this position is responsible for active management of each case in his/her portfolio. This includes autonomous decision-making based on an analysis of each client’s current operating and financial situation and appropriate team counseling with other general or specialty counselors. Case analysis may require financial analysis, comparative market research and/or use of other analytical tools at the counselor’s discretion.
Metrics: Client economic impacts, segmentation targets, case activity targets, customer satisfaction
Client Intake and Assessment
Evaluate client inquiries and requests for counseling assistance. Determine most appropriate resource to serve the client’s needs. Make external referrals to training resources, private professional resources. Makes determinations on assuming the Lead Counselor role for prospective clients or refers to another SBTDC resource to open a counseling case. Responsibility and autonomy for evaluation and case assignment consistent with the the Regional Service Center’s annual work plan.
Metrics: New client satisfaction
Fiscal Management
Principal point of contact between the Center, the SBTDC State Administrative Office financial unit and campus contracts & grants and other financial units. Responsible for daily management of the Center’s multiple operating budgets. Responsible for Center budget reconciliation, matching funds reports, identification of changes requiring budget revisions and other budget management duties. Responsibilities may include fiscal activities related to travel, procurement, HR and other functions based on campus requirements. Requires a sound working knowledge of applicable OMB circulars and other federal contract requirements.
Metrics: Annual SBTDC fiscal audit standards
Training
Acts as the principal resource in the Center for delivery of the SBTDC’s Pre-Venture Orientation (PVO) training to nascent entrepreneurs. Responsible for planning, scheduling, content delivery, event documentation (to meet SBA 888 requirements), training evaluation and client follow up for PVO events. Acts as subject matter expert for SBA-required training documentation processes for the Center team.
Metrics: Training event and attendee targets, training evaluation ratings
Outreach and Engagement
Develops and maintains relationships with SBTDC and Center partners including the community college Small Business Center Network, local and regional economic development organizations, local and regional chambers of commerce and other EDO partners consistent with the Regional Service Center’s annual work plan.
Leadership
Other Duties as Assigned
Other duties as assigned will be based on the Regional Service Center’s staffing level, assignment of specialty resources, unique campus requirements and programmatic requirements consistent with the Regional Service Center’s annual work plan.
Duties may include but are not limited to oversight of student interns and/or teams (including maintenance of student time logs and documentation of work products) and outreach, e
Position Information
Position Number
250779
Working Position Title
Business Counselor
Building and Room No.
R. J. Reynolds Center, Room 110
Appointment Type
Permanent Full-Time
If Time Limited.
No
Appointment Length.
12 months
Requirements and Preferences
Position required to work during periods of adverse weather or other emergencies
Emergency
Normal Work Schedule
8:00 am- 5:00 pm daily, occasional after 5:00pm
Department Required Skills
Bachelor’s degree and one year of experience related to the area of assignment; or equivalent combination of training and experience. All degrees must be received from appropriately accredited institutions.
Preferred Years Experience, Skills, Training, Education
Fluent in Spanish, experience with entrepreneurship and small business management
Required License or Certification
Valid US Driver's License
Yes
Commercial Driver's License Required
No
Physical Required
No
List any other medical/drug tests required
Posting Details
Posting Details
Internal Posting Only
No
Time Limited Position
No
Appointment Length
12 months
Salary
Commensurate with Education and Experience
Open Date
01/28/2025
Close Date
Open Until Filled
No
Special Instructions Summary
Please Note: A criminal background check will be conducted on candidate finalist prior to the offer of employment.
If no applicants apply who meet the required competency and T&E requirements, then management may consider other applicants. Salary would be determined based on competencies, equity, budget, and market considerations.
Resumes will not be accepted in lieu of completing an electronic application. The application must be completed in full detail (including work history) for your qualifications to be considered.
Failure to complete the application completely may result in you not being considered for the vacant position.
Your application for the position will not be complete until you receive an online confirmation number at the end of the process of applying for a position.
Winston Salem State University is an equal opportunity and affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, gender identity, age, sexual orientation, genetic
information, status as an individual with a disability, or status as a protected veteran and National Guard.