Client Advisory Sales Jobs

1 job found

3d ago

Associate Director

NorCal Small Business Development Center Hayward, CA

Hayward, CA

3d ago

$95k - $125k/yr Full time Advisor Development Artificial Intelligence Associate Director

Apply Now

Job Description

Responsibilities

Develop and manage an active portfolio of entrepreneurs and small business clients.
Deliver one-on-one advising and technical assistance in startup planning, business strategy, financial analysis, capital readiness, growth planning, operational improvement, and resource navigation.
Record client activity, outcomes, and success metrics in the NeoSerra database with accuracy.
Build and sustain a collaborative, high-performing advising team of staff and independent contractors focused on client success, accountability, and continuous improvement.
Support advisor onboarding, coaching, and professional development initiatives.
Coordinate advisor meetings, referrals, and knowledge-sharing activities.
Serve as a resource for advisors on high-impact and complex engagements as needed.
Promote service quality standards and consistent client experiences across the advising team.
Monitor center performance and lead initiatives to improve client engagement, advising utilization, capital infusion, and economic impact outcomes.
Develop and maintain relationships with lenders, chambers of commerce, municipalities, economic development organizations, educational institutions, and community stakeholders to raise awareness of SBDC services and generate referrals.
Identify collaborations, sponsorships, funding sources, and strategies to expand service delivery.
Conduct outreach, networking, presentations, and community engagement activities to raise East Bay SBDC awareness and services.
Represent the East Bay SBDC at community meetings, workshops, conferences, networking events, and stakeholder forums.
Assist the Area Director in implementing annual work plans and operational priorities.
Participate in strategic planning, regional meetings, and special projects.
Collaborate with NorCal SBDC leadership, regional programs, and peer centers to support regional initiatives and organizational priorities.
Perform other duties as assigned.

Requirements

Bachelor’s degree in Business, Economics, Finance, Economic Development, Management, Public Administration, or a related field; or an equivalent combination of education and experience.
Five+ years of progressively responsible management of staff and/or contractor teams.
Strong working knowledge of the economic development landscape in Contra Costa and Alameda counties.
Ability and willingness to participate in evening and weekend events as needed.
Ability and willingness to travel throughout Northern California, including occasional overnight trips.

Technologies

NeoSerra database
Artificial Intelligence (AI)
Microsoft Office Suite
Google Workspace
CRM systems

Benefits

Dental insurance
Health insurance
Life insurance
Paid time off
Retirement plan
Vision insurance

Knowledge, Skills & Abilities

Solid understanding of entrepreneurship, small business growth, lending, and the challenges in diverse, evolving markets.
Proven success in generating new business opportunities, cultivating referral networks, and increasing community visibility.
Strong communication skills with the ability to build rapport with business owners, executives, elected officials, community leaders, and other senior stakeholders.
Track record of developing and maintaining strategic relationships with lenders, economic development organizations, community partners, and referral networks.
Public speaking and presentation competence, with experience representing an organization at community events and stakeholder engagements.
Experience in leading, coaching, and developing professional staff, advisors, consultants, or cross-functional teams.
Excellent organizational, project management, and performance management capabilities, with the ability to manage multiple priorities and drive results.
Proficiency with AI, Microsoft Office Suite, Google Workspace, CRM systems, and related productivity tools.
Ability to prepare clear, concise, and professional reports, presentations, and communications.

Preferred Qualifications

Strong knowledge of and experience with AI, including help for others to integrate AI into their work.
Experience supervising professional staff, managing advisor teams, or leading programs with measurable performance objectives.
Background in business advising, consulting, lending, entrepreneurial support, or technical assistance for small businesses.
Proven success building partnerships with local governments, chambers of commerce, lenders, educational institutions, nonprofits, or economic development agencies.
Experience within an SBDC network or as a small business owner.

Application Procedure

Qualified applicants should submit the following items via email to careers@norcalsbdc.org:
Cover letter
Résumé
Three professional reference contacts
Cal Poly Humboldt SPF Employee Information Form for Applicants
The position will remain open until filled. Apply before 5pm on July 30, 2026 to be included in the first round of application reviews.

View full job page →

Get Client Advisory Sales Jobs alerts

New Client Advisory Sales Jobs, daily.