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<br />9 Access Requirement
<br />Other Access Requirements Confidential client data.
<br />Job Duties
<br />Please list the job duties assigned to the position in order of importance. Provide an estimated percentage of time given to each function. The
<br />total percentage must add up to 100% (regardless of part-time status). 'A minimum of 1 entry is required.
<br />Job Function Client Coaching
<br />Duties Performers Advise clients in the development of comprehensive business plans, operating plans, market
<br />development, organizational structure, financial management and financial proposal development.
<br />Deliver technical assistance to guide clients in dealing effectively with topics including but not limited
<br />to, finance, marketing, organizational issues, human resources, commercialization and business
<br />life —Y
<br />trategies.
<br />Develop and teach workshops in the operational aspects of business management to individuals and
<br />groups of business owners and managers on an as -needed basis, depending on the resources
<br />available and stakeholder needs in the service area.
<br />Currently:
<br />Instruct clients in the development of comprehensive business plans, as well, as, operating plans for
<br />management development, niarkel development, organizational structure development, and financial
<br />management and financial proposal development.
<br />Technical assistance to clients is provided to deal effectively with, for example, marketing challenges.
<br />organizational conflict, personnel matters, commercialization of technology and business phase
<br />strategies.
<br />Develop and teach ginrt 4. irur_N in the operational aspects of business management to Imsirlr�,s
<br />ovvners and managers on an as -needed basis, depending on the resources available in the service
<br />area.
<br />Job Function Communiiy Engagement
<br />Duties Performed Engage an(; collaborate v,rith irl;ernal and external partners 10 coordinate services lu the small I usn,Pcs
<br />community
<br />These mclur:ae, but me -rot '-mired ti?. SBDC, WSU or SBA personnel; local, state and fedpr:il i=r'ftine';
<br />lenders (public and pr;vatiely funded); professional service providers (CPAs, attorneys, bookkeepers.
<br />vvehf ite r14(q,< • 411`s pl1 Olt-
<br />holders
<br />ltholders Tr) coordinMv and. (o!i. barate
<br />business a;:l,lrsurilly.
<br />l i}Y: i. 111i,iLH. I•Ili , ,,. ,. .I ,,; r,,4' .. { •,J �. .. �4v SL i l4i FBA
<br />h I:: (p. ..�i,.' i >., �' , `• .il _., i,; r.•viil(.'`. LL:€=.nth. :ilvrl _ 1
<br />website devalppers, marketing com-ollonls. stc);
<br />Job Fuliction F"IQ. Fanl A01 i atr 1 ,
<br />Duties Performed Record ano report on :_i•e.; r, VICtivi,ie;;€ l i€.Eng the current Client Management Activity Sysieri •;,•F':i
<br />other digit.! Ppplicratto:is sucn as k"Iord, Po. Lrpflint, email and Excel ete.).
<br />Attend regional meetings as required and statewide staff meetings at least two times per year. May be
<br />required to attend a national SEDC conference.
<br />Currently:
<br />Record and report client activity using a proprietary online database as well as other digital
<br />applications common to Microsoft Office(MS Word, Excel, etc).
<br />Attend statewide staff meetings at least two times per year and upon occasion to national conferences
<br />within the U.S.
<br />Job Function Other
<br />buties Performed Perform other related duties as required.
<br />Required Qualifications Positions require a Bachelor's degree in business or related field and four (4) years of experience in
<br />
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