CommunityWorks is a non-profit certified Community Development Financial Institution (CDFI) and an SBA micro lender committed to building financial equity by providing resources that support small business growth, entrepreneurship, and homeownership. Collectively, our programs, expertise and partnerships help build stronger and more just communities.
For over 12 years, CW has created opportunities for people, communities and entrepreneurs in the Upstate community and throughout South Carolina, with a focus on people and communities of color. Our programs focus on equitable access to financial coaching, connections with one-on-one business coaching, access to loans to build small business, develop affordable housing, and building credit and assets. Since its inception, CW served over 6044 and has generated over $291 million in local economic impact.
Diversity, justice, and inclusion are key values within CommunityWorks. We are committed to building and sustaining an inclusive, equitable working environment for our staff. We believe every member of our team enriches our diversity by exposing us to a broad range of ways to understand and engage with the world, identify challenges, and discover, design, and deliver solutions.
This position is responsible for providing effective business coaching (also called “technical assistance”) to potential and existing CommunityWorks’ clients. The Business Coach will provide high-quality business coaching to entrepreneurs to help them grow their business by assessing their strengths and weaknesses, helping them refine their goals and action plan, providing support and guidance on a range of business topics, connecting them with external partners and resources that can support their success, and maintaining engagement to assess their progress over time. This position may include coaching clients in setting up financial documents such as cashflow or income statements, reviewing operations for increased profitability, and devising marketing strategies for a variety of business sectors. Business Coaches are provided with tools and templates to use with clients and are also encouraged to bring their unique set of skills and resources to their work, while following CommunityWorks policies and protocols.
A successful candidate will have a deep understanding of the unique needs of small business owners through a variety of work and life experiences, possess strong financial acumen for personal household budgeting and business financial statements, and be solutions oriented in researching and finding tools to support the diverse needs of the entrepreneurs they’re coaching.
An ideal candidate will have previous professional experience in business coaching, enjoy building relationships and engaging with people from widely varied backgrounds, thrive in a fast-pace, collaborative environment, understand the unique challenges of start-up businesses, and have a commitment to racial justice.
• Build strong, long-term relationships with assigned CW clients. Follow-up with borrowers previously advised. As significant business needs may be discovered, provide additional services.
• Provide solutions to borrowers in response to identified needs including research, advising, training, and education in specific, functional areas of small business development such as business formation, business planning, marketing, sales, financing, and other small business issues and challenges
• Develop and deliver engaging educational content for webinars and workshops, including written materials and presentations for CW lending and coaching programs
• Coordinate and assist with the development of small-group training program content
• Help develop and market digital coaching resources
• Facilitate networking opportunities for loan holders
• Recommend to potential clients, clients, and borrowers, as appropriate, business tools and resources to increase access to resources for business success
• Assist clients in preparing loan documents for CW loan programs with a focus on business income statements and projections, real estate pro formas, business plan narratives, project budgets, and personal financial statements
• Work with borrowers to develop action plans to meet their goals and assist them in managing their cash flow and making effective business management decisions
• Conduct outreach to promote opportunities for technical assistance, including one-on-one support and support via webinars, workshops, and partners.
• Provide coaching via virtual platforms and, when necessary, meet with clients in person. This is not a requirement during the pandemic.
• Document services provided, and time utilized, according to policies and procedures of CW.
• Collect, track, and enter client impact data in CW’s tracking database
• Support CPO in improving processes for business coaching services
• Attend all CW staff meetings and Program team meetings as requested.
• Assist fellow team members in performing their duties, when asked.
• Perform other duties as assigned.
• A commitment to CommunityWorks’ mission of serving a diverse population of South Carolina business owners.
• Excellent time management and organizational skills, including an ability to engage in consistent, detailed documentation of work performed.
• Deep knowledge of small business best practices and potential challenges and hazards faced by entrepreneurs.
• Ability to listen empathetically and constructively to business needs expressed by small business owners and staff.
• Ability to convert business needs expressed into action steps in order to achieve business goals
• Excellent communication and customer services skills, both verbally and written
• Professional history of working with people from diverse backgrounds, especially women, Black, and/or Latinx communities
TRAINING, EDUCATION & EXPERIENCE:
• Minimum of five years of experience as a small business owner, small business coach, or other relevant entrepreneurial experience.
• Proficiency in using business software applications including but not limited to Microsoft Office Suite, Customer Relationship Management (CRM) Systems, Digital Phone and Video Conferencing Systems, and QuickBooks/other account platforms commonly used by small business owners.
• Strong financial background, including the ability to understand, interpret, and analyze income statements, balance sheets, and statements of cash flow
• Degrees related to business or accounting are preferred but not required.
• Experience working in a commercial lending institution is a plus.
How to Apply:
Please e-mail your cover letter and resume to email@example.com