Position Summary
The Specialist for the Small Business Development Center (SBDC) performs a variety of supportive tasks, as assigned by the Director, SBDC. This position is responsible for data entry of all SBDC training sessions into State CRM database, maintenance of all SBDC client, training and PROS files per SBA defined guidelines, and collect SBDC economic data per SBDC guidelines. This role works with each individual consultant to ensure accurate, timely entry of data on all consulting activity.
Core Competencies
Professionalism, Positive Approach, Communication, Managing Work, Courage, Continuous Improvement, Customer/Student/Employee Focus, Technology Savvy, Planning and Organizing, Collaboration, Resolving Conflict, Quality Orientation, Technology Savvy
ESSENTIAL JOB FUNCTIONS
Administrative Support & Data Entry
Enters critical data including all SBDC consulting sessions into State CRM database; all SBDC training sessions into State CRM database, maintenance of all SBDC client, training and PROS files per SBA defined guidelines, collection of SBDC economic impact data per SBDC guidelines.
Ensure events and training programs are entered into classroom setup in Datatel and data entry into Colleague and all data tracking elements are coordinated with the Supervisor of Operations. Types and creates records, reports, contracts, invoices, correspondence, and other documents using established and non-established formats. Including mailing, filing and recording documents.
Performs tasks related to the consulting and training satisfaction survey, as directed. Develops packets for consulting and training delivery which includes arranging of all material required for the session. May make occasional trips to training site to conduct room setup or assist instructors.
Budgetary Reporting Support
Works with SBDC supervisor to understand all budgets and funding entities. For grant-funded budgets, works with College’s grants process and responsible grant accountant to ensure compliance with College procedures and practices, as well as with sponsor regulations.
Assists in developing budget transfers, invoicing, processing invoicing, budget revisions, and other budget related activities. Acts as the go-between to ensure all budget deadlines and deliverables are met by developing a follow-up system to ensure adherence to all fiscal and grant deadlines. Collects and enters all revenue/expense items, and processes/setup of consultant paperwork.
Customer Service
Maintains continual contact with SBDC consulting and training clients to ensure customer satisfaction. Delivers high level of customer service by greeting and routing SBDC clients to assigned areas; answering SBDC phone line and general telephone; routing calls; taking messages, and scheduling appointments. Adheres to the 24 hour callback metric on all e-mails and phone calls
Diversity, Equity and Inclusion
Fosters and maintains a safe environment of respect and inclusion for faculty, staff, students, and members of the community.
Other Duties & Responsibilities
Attends all required training and meetings.
Usual Physical Requirements
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions described in this position description. While performing duties of this job, the employee regularly exhibits digital dexterity when entering data into computer. The employee frequently sits for periods of time, stands, and walks. Employee converses verbally or manually with others in person as well as by telephone. Vision demands include close, relatively detailed vision when focusing on computer screen. Employee occasionally lifts up to 10 pounds.
Working Conditions
Typical office environment. Regular exposure to moderate noise typical to business offices.
Knowledge, Skills & Abilities
Knowledge of: standard office procedures and practices; office administration; advanced computer operations; computer software programs and databases including Microsoft Office and Access. Customer service delivery skills. A thorough command of the English language, both verbal and written execution. Possession of other language skills is a plus, but not a requirement.
Skill in: servicing of customers within area of specialization; performing administrative duties in support of specialized function; application of job related computer software; operation of job-related equipment including computer and other equipment ; general computer typing skills of 45 WPM.
Ability to: work independently in a team environment; manage and prioritize multiple, highly complex projects; originate correspondence; maintain confidential and sensitive information; demonstrate initiative; use good judgement; accomplish results through collaboration and influence; effectively communicate research in oral, written, and graphic form; excellent listening skills and participant in collaborative work; develop and maintain effective working relationships with colleagues and stakeholders across the College; effectively work with persons of varying cultures and diversity; problem solve effectively.
Minimum Qualifications:
High School Diploma or GED with at least three (3) years of progressively responsible experience. State Motor Vehicle Operator’s License or demonstrable ability to gain access to work site(s). An appropriate combination of education, training, coursework and experience may qualify a candidate.
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