Account Manager – Small Business Finance & Services

Salary $60,000 year

Are you passionate about empowering small businesses to grow and thrive? Do you bring strong financial acumen and a solutions-focused mindset to your work? EDSI is seeking a motivated Account Manager – Small Business Finance & Strategy to support entrepreneurs on Staten Island. If you're ready to combine business savvy with community impact, this role is for you. At EDSI you will participate in a two-week training program to ensure you are ready for success!

EDSI operates the Staten Island NYC Business Solutions Center serving the small business community. NYC Business Solutions is a set of services offered by New York City’s Department of Small Business Services providing a range of services to help small businesses start, operate, and expand their business. Services provided at our Center include business courses, business planning/consultations, financing assistance, legal assistance, hiring, navigating government, compliance consultations and Minority and Women-Owned Business Enterprise Certification.

Successful Elements:

• Assist entrepreneurs and existing small businesses on Staten Island to start, operate and expand through the successful delivery of NYC Business Solutions services
• Foster relationships with contacts at banks, alternative lenders and credit unions
• Conduct small business outreach and site visits to clients and potential clients up to 30% of the time including contacting 311, NYCHA, and Chamber of Commerce referral leads by phone to schedule face-to-face meetings
• Assist clients in connecting with lenders and applying for financial programs including traditional bank loans, peer-to-peer lending, crowd funding, lines of credit and start up support
• Assist clients in applying for government incentives and programs including training funds, Minority and Women Owned Business Enterprise (M/WBE) certification, educational resources, legal assistance, start up support, etc.
• Represent EDSI/NYC Business Solutions at conferences, Chamber of Commerce events, job fairs, meetings, networking events and select social functions as required to generate client leads and promote Center services
• Build and maintain relationships with community-based organizations to connect clients to services including training and recruitment services
• Plan, create and facilitate onsite, offsite, and virtual business education workshops
• Create and manage schedules for business education courses and instructors
• Meet performance criteria on a weekly, monthly and annual basis

Required Experience:

• Three years of experience in sales, financial services or community centered activities in an area related to the successful elements described above
• Experience in small business financing, loans, crowd funding and lines of credit
• Knowledge of small business landscape, either as previous business owner and/or advisor
• Knowledge of financial products, loan policies, procedures and standards
• Excellent communication, analytical and interpersonal skills to provide customer service
• Sales Skills - Understands the marketplace.  Works to meet prospect/customer needs. Utilizes effective closing techniques. Understands and strives to achieve sales plan goals. Utilizes current and new methods and strategies to maintain quota. 
• Highly detail-oriented and capable of juggling multiple clients
• Existing connections and experience working with businesses on Staten Island
• Working knowledge of event and client management systems including Eventbrite, Constant Contact, Zoom, Dynamics, etc.
• Working knowledge of Microsoft Office Suite including Outlook, Teams, Word, Excel, PowerPoint etc.
• Experience presenting to large groups and facilitating curriculum
• Ability to attend 2-3 monthly evening/weekend community events
• Clean driving record and automobile required
• Bi-lingual Spanish strongly preferred

Preferred Education:

• Bachelor’s degree required – preferably Finance and/or Business Management/Administration and/or 5+ years’ experience in small business advising, financial services, or entrepreneurship

Bring your expertise to EDSI where you will be able to live our values every day: show up, smile and support.