Business Advisor Job Description template and pdf with duties [2024]

Job summary 1

The Business Advisor is responsible for coordinating and documenting via Agile methodology all new business data and system requirements in support of outbound customer campaigns. They work as a key liaison between the CRM Business Team and the CRM Development, Solution Architecture, and IT Teams. In addition to coordinating and documenting requirements, the analyst will also coordinate all testing of newly released data/functionality for production checkouts and be responsible for business-level documentation of new CRM data attributes.

Duties & Responsibilities 1

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Collaborates with the CRM Business Campaign Execution team to understand the data and/or system functionality requirements concerning customer campaigns.
Facilitates the translation of high-level business vision and scope into detailed functional requirements to facilitate the campaign data and system functionality needs for campaigns.
Leads the documentation of the defined CRM business requirements including providing appropriate background information about the request gathered through research with various teams
Accountable for draft reviews of the requirements with the Business to submit in a ready state.
Coordinates with the Release Train Engineer, and IT Architects on timing and delivery of requirements to ensure the IT Development team always has work in the pipeline to drive incremental program value and data is delivered in time for planned campaign use
Communicate, review, and drive understanding of the business requirements with the various IT Teams so that requirements are clear and understood throughout the assessment and delivery efforts.
- Participates in key strategic business campaign planning discussions to better understand upcoming requirements.
- Responsible for reviewing requirements with the IT teams as part of Program Increment (PI) Planning sessions. Works closely with the business and IT support to support the execution of the requirements, manages overall change control for requirements to make sure Jira is up to date, and documents lessons learned.
- Involved in the evaluation of the solution options provided by IT and vendor support teams.

Requirements & Skills 1

Job summary 2

The Business Advisor provides a comprehensive range of small business-based assistance including one-to-one client counseling in the area of business plan development; analyzes, prepares, and structures financial statements, such as cash flow projections, income statements, and sources and uses statements; assists in automated and manual record-keeping systems; and assists clients with market-related issues such as advertising, promotional functions, market surveys, and other related topics.

Duties & Responsibilities 2

Experience and understanding of loan packaging for small businesses.
Sessions are in many forms including long-term classroom situations, single and multi-day conferences where relevant topics are discussed in open forums, and other public situations.
Gathers written feedback from assisted clients for program service refinement and promotional purposes.
- Acts as a clearinghouse for information for clients and other interested individuals and refers, when appropriate, those individuals to outside entities that can provide additional support services.
- Provides direct assistance to junior staff in meeting client and program objectives.
- Coordinates student intern program including screening, selection, and performance evaluations. Interfaces, when necessary, with campus faculty sponsors.

Requirements & Skills 2

Strong organizational skills are critical in maintaining an elevated level of activity while adapting to the time-sensitive nature of business decision-making.
Experience: The position requires no less than three years of experience in private sector business or related public technical assistance environments.
Education: The position requires a bachelor's degree in business, management, finance, economics, or a related field.

Job summary 3

The primary role of the Business Advisor is to attract new business loan relationships and evaluate and identify the risks associated with our clients or prospects that need credit facilities. The Business Advisor will retain all clients with a team approach to service, including deposit and cash management activity.

Duties & Responsibilities 3

Execute/set pricing and structuring of business client requests within established guidelines and respond to clients and prospects who are requesting these credit/deposit services.
Research and gather information to mitigate/understand the risks associated with the client relationship and submit through appropriate channels to obtain credit approval. Communication of client request decisions whether approved, modified, or declined.
Serve as an advisor to the client to communicate and resolve questions about the details of any relevant credit administration issues created through the loan approval process such as decision, structure, pricing, and renewals of those facilities.
Manage the ongoing credit administration of assigned client relationships, keeping other team members informed of any significant developments.
- Schedule, coordinate and facilitate team meeting(s) with clients.
- Work with their credit analyst to identify legacy plan prospects from their existing books of business and then meet with the family advisor to discuss calling strategy.
- Build their advisor knowledge by being actively involved in training related to business succession, legacy plans, and building value in a business.

Requirements & Skills 3

Demonstrated leadership proficiency and ability to motivate and work with a client-centered team.
Strong computer literacy, including Microsoft Office. Demonstrated ability to efficiently learn new programs and to proficiently use and interpret data provided by software tools.
Seeks out and participates in ongoing education to maintain credit proficiency and mitigate the risks of credit facilities.
Demonstrated superior customer care and client retention skills.
Proactive to build and maintain positive relationships internally and cross-departmentally.
Ability to facilitate effective team decision-making, relying on team members’ expertise, knowledge, and relationship with the client.
- Ensure all team resources are aligned with clients’ overall needs.
- Demonstrated excellent time management and organizational skills.
- Leads by example, with an approach to work and client exemplifying professionalism both in appearance and attitude.

Job summary 4

The Business Advisor is primarily responsible for delivering relevant, bilingual, and bicultural entrepreneurial programs and services to our clients, particularly child care providers, to help them launch, maintain and grow sustainable businesses.

Duties & Responsibilities 4

Advise and assist clients on all aspects of launching, maintaining, and growing business, with a focus on sole proprietors and family homes
Support clients in becoming grant- and loan-ready by reviewing business plans, and assisting with financial statements and projections
Work with team to enhance existing offerings and develop new programs to address changing client needs and economic conditions for childcare businesses

Requirements & Skills 4

Minimum 3 years of professional experience in small business, micro-enterprise, banking, and/or economic development; entrepreneurial experience a plus
Fluency in English and Spanish, both written and oral, required
Excellent communication skills, including an adeptness at presenting to small groups
Proven skills in delivering training and coaching to adults
Experience working with women-owned small child care businesses or sole proprietors a plus
Financial management experience, including the ability to create and analyze financial documents
- Experience designing curriculum for adults a plus
- Undergraduate degree, or an equivalent combination of education and experience instead of a degree
- Sales and customer-service oriented with proven skills in client outreach, and sensitive to the needs of a diverse, multicultural client base

Job summary 5

The Business Advisor is responsible for advising and training individuals in activities relating to starting or enhancing the operation of small businesses.

Duties & Responsibilities 5

Advises clients in the formation or development of small businesses.
Provides assistance and guidance to develop commercial financial proposals and projections, business plans, and operating plans for marketing, management, and performing research, data compilation, and budget analysis for use in managerial decision-making, developing and implementing marketing program plans, and coordinating program marketing efforts to enhance awareness and access to the business resources offered by the center.
Helps business owners/managers develop or improve their business knowledge and skills to effectively manage the operations of their business.
Provides confidential, one-on-one relationships, to educate, mentor and advise clients in all areas of growing a business.
Identifies a range of solutions, discusses the pros and cons of each, and explains abstract concepts with real-world examples.
Writes individual client write-ups or summaries required by contract and other periodic reports.
- Presents seminars, workshops, and lectures consisting of detailed information on starting or operating a small business.
- Develop and maintain constructive and cooperative working relationships with individuals of diverse backgrounds, both internally/externally, within and outside of the organization, with representatives of the community, employees, and public interest groups to meet the business needs.
- Performs other duties as assigned.

Requirements & Skills 5

Must have comprehensive knowledge and experience of small business operations from every sector of the local business community and provide a full range of business services.
Must understand the client’s situation, analyze the problems and guide the client in developing a solution he or she is willing and able to implement.
Knowledge of basic customer service principles, practices, and techniques.
Knowledge of entrepreneurship, small business management and operations, financial and accounting principles, methods and standards, marketing, market research, economic development, and legal issues related to business development.
Knowledge of policies, practices, and documentation related to lending by financial institutions.
Knowledge of and skill in computer spreadsheets and other computer-related technologies needed for the effective management of the Center.
- Strong interpersonal and communication skills both orally and in writing.
- Ability to work effectively with a wide range of constituencies within the university and in a diverse community.
- Strong organizational, time management, and problem-solving skills.

Job summary 6

The Business Advisor works closely with the Director and staff while providing confidential, one-on-one counseling and coaching to business owners and start-up business owners in the areas of business management, marketing, sources of capital, planning, etc.

Duties & Responsibilities 6

Facilitates the linkage of resources or sources of information with those for whom he/she provides counseling and coaching
May teach workshops such as "Going into Business" and "How to Write a Business Plan" and or other topics related to small business
Communicates and empathizes with the business owners in a patient and sincere way
Performs appropriate paperwork and assists in the preparation of grant funder reports as requested
Stays aware of the changing needs of business owners and manager and develop curriculum when appropriate and knowledge accordingly
- Stays abreast of business technology including computerized accounting software
- Refers clients to other resources and professionals when necessary
- Performs other duties as assigned

Requirements & Skills 6

Job summary 7

Reporting to the Managing Director of the Small Business Development Center the Business Advisor provides a comprehensive range of small business-based assistance including one‑to‑one client counseling in the area of business planning analyzes, prepares, and structuring financial statements, such as cash flow projections, income statements, and sources and uses statements for reporting; assists in automated and manual record-keeping systems and assists clients with market-related issues such as advertising, promotional functions, market surveys, and other related areas.

Duties & Responsibilities 7

Participates in training sessions sponsored by the SBDC and provides follow‑up services as necessary to attendees. Sessions are in many forms including long‑term classroom situations, single and multiday conferences where relevant topics are discussed in open forums, and other public situations.
Provides quality one‑to‑one advisement to a varied and complex range of clientele and requires a wide breadth of knowledge in many areas. Many clients can be serviced on a short‑term basis while other clients require long‑term counseling depending upon the client's level of expertise or the sophistication of the venture. Sufficient organizational skills are critical in maintaining a high level of activity while adapting to the time-sensitive nature of business decision-making.
Gathers written feedback from clients who have received assistance for program refinement and promotional purposes.
Establishes a comprehensive network of professional contacts for referral purposes.
- Acts as a clearinghouse service by gathering information from clients and other interested individuals and refers individuals to outside providers when helpful.
- Directly supervises student assistants and instructs them by identifying tasks, editing reports and other written documents, monitoring meetings, etc.
- Other duties as assigned.

Requirements & Skills 7

Bachelor’s degree and/or it's equivalent required. 3-5 years of related experience required.
Prior experience in the private sector business or related public technical assistance required.
Bachelor’s degree in the area of business, management, finance, economics, or related field preferred.

Job summary 8

Reporting to the Regional Director, the Business Advisor is responsible for providing business counseling to clients, creating and executing small business training, acting as an ambassador for the SBDC in the community, and following SBDC at Company operational procedures to ensure compliance with NY SBDC, Host and Funding Partners. The Business Advisor works together with the SBDC staff to meet the annual objectives of fulfilling the Center's mission of serving entrepreneurs and creating new businesses.

Duties & Responsibilities 8

Ensure training programs comply with SBA and SBDC. Provide the required form and data to Administrative Assistant.
Assist the Regional Director in locating co-sponsors to assist with presentation, marketing, and funding.
- Create and present training within the program and review outcomes with Regional Director to ensure that goals are met.
- Identify listening posts within SBDC stakeholders with the goal of understanding and assisting small businesses across the Center's region.
- Develop / Maintain working relationships with various lenders and local economic development agencies.

Requirements & Skills 8

BS/BA degree required
Demonstrated proficiency in financial analysts. business planning and capital formation
Working knowledge of best practices in major functional areas (i.e. product development, business planning, sales/marketing, financing, operations, organizational development, etc.)
- Excellent written and verbal communication skills
- Valid/clean driver's license to operate a motor vehicle
- Ability to work with other local economic development agencies, service providers, and the banking community

Job summary 9

The Business Advisor provides information and advice to small businesses through the department’s service area.

Duties & Responsibilities 9

Provides counseling and training to existing and prospective entrepreneurs in developing business plans, marketing, record keeping and accounting, financing, management, etc.
Makes recommendations and provides appropriate documentation to clients and Center Director
- Draws heavily upon analytical and communication skills in working with clients
- Acts as a liaison between clients and governmental agencies, financial institutions, and private industry; conducts training seminars throughout the region
- Aids in developing the overall economy of the region

Requirements & Skills 9

Master’s degree
- Experience with SBA loan programs
- Fluency in Spanish
- Extensive travel may be required, including some overnight stays and some out-of-state travel; exempt from overtime provisions

Job summary 10

We are looking for a Business Advisor.

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Business Advisor Job Description

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