Small Business Development Center SBDC Program Specialist

Job Description:

ESSENTIAL DUTIES AND RESPONSBILITIES

Acts as an ambassador for the Boulder SBDC frequently serving as the initial point of contact.

• Provides excellent customer service with a high degree of professionalism while interacting with clients staff advisors volunteers presenters and the public by phone email or in person to answer questions and provide information and connections to resources.
• Keeps Boulder SBDC center director and program managers informed about trends in inquiries client or advisor concerns and other observations that may impact workshop topics or other program planning.

Assists with client and advisor coordination for Boulder SBDC programs.

• Initiates consulting process and explains online registration process answering client questions and providing registration assistance as needed. Connects clients with advisors and schedules consulting sessions. Prepares and sends preformatted emails to clients providing helpful information such as how to prepare for meetings with advisors.
• Helps coordinate client meetings with contract advisors who are business subject matter experts. Tracks client meetings with advisors in CRM database.
• Tracks client and advisor commitments monitors meeting status and follows up to ensure clients receive assistance requested. Responds to advisor questions concerns or requests for additional support or information for clients.

Provides administrative and program management support.

• Helps maintain appointment calendars and schedule meetings including conference room workshop and other facilities.
• Provides meeting workshop and event support including scheduling room set up food and beverages greeting attendees and assisting with other logistics as needed. Participates in business training workshops webinars and events as required.
• Works with Community Vitality or City Managers Office administrative staff to administer employee parking program request maintenance or facilities assistance and troubleshoot technology issues.
• Modify or compose written materials such as emails correspondence and memorandums which may include editing correcting grammar proofreading and originating brief written with Program Managers to market workshops manage newsletter creation and manage social media and other outreach efforts.
• Works with Program Managers to modify or design program materials website change requests and other special projects as needed.
• Perform manual administrative functions such as photocopying typing sorting packaging mailing assembling documents/reports and distribution of materials including distribution of mail for the center.
• Purchases office supplies monitors equipment and supplies inventories and interacts with vendors and city staff as needed.
• Helps coordinate arrangements for travel receptions workshops and events.

Provides accounting and financial support for Boulder SBDC programs.

• Provides consulting activity reports to advisors and reviews and processes advisor invoices for payment.
• Verifies accuracy and proper coding of center transactions such as payments billing and deposits with center director and program managers. Enters deposits and invoices into the finance system and generates reports as needed.
• Works with City Managers Office administrative staff to reconcile purchasing card statements and enters data into computerized systems.
• Helps track revenue and expenses. Researches and complies financial administrative and related information.

Data Management and Tracking

• Assists Program Managers with collecting economic impact surveys from clients and compiling data to measure the impact of program to ensure participant needs and performance standards are satisfactorily met.
• Assists in maintaining updated lists of clients and program attendees.
• Organizes and maintains confidential client and financial files.

Represents the City Managers Office and Boulder SBDC in a manner that models city and center vision and values. Participates in professional training and development.

Takes proper safety precautions anticipates unsafe circumstances and acts accordingly to prevent accidents. Responsible for safety of self others materials and equipment. Follows all safety regulations policies and procedures. Reports all accidents and damage to City of Boulder or SBDC property.

Performs related duties as required to meet the needs of the Boulder SBDC.

MINIMUM QUALIFICATIONS

• Ability to demonstrate a high standard of work quality and attention to detail is essential for success.
• Ability to demonstrate excellent verbal and written communication skills.
• Ability to demonstrate strength in planning and organization with ability to address multiple priorities with tight timelines.
• Ability to effectively communicate and interact with the public and clients staff advisors and volunteers in a positive respectful and cooperative manner.
• Ability to provide a high level of customer service and maintain client confidentiality.
• Ability to provide administrative and financial support. Experience pulling reports analyzing data and working in spreadsheets.
• Knowledge of and demonstrated experience using the suite of Microsoft Office products (Word Excel PowerPoint Outlook Teams) email Internet and Adobe Acrobat software platforms.
• Skilled in being a highly motivated clientfocused team player with excellent organizational planning and communication skills who is comfortable working in a fastpaced environment.
• Valid Drivers License and ability to maintain acceptable motor vehicle record.
• Have and maintain acceptable background information including criminal conviction history.

PREFERRED QUALIFICATIONS

• Ability to communicate fluently in English and Spanish.
• Knowledge of and experience working in an active highly engaged community with a university.
• Knowledge of and experience in marketing advertising and email campaigns.
• Knowledge of and experience working in design software such as Canva Adobe etc.
• Knowledge of and experience working in project management software such as Asana Monday etc.
• Knowledge of and previous experience working with startups or small businesses or with owning or managing a small business.
• Knowledge of or experience working in the Boulder area.

REQUIRED EDUCATION AND EXPERIENCE

• Associate degree in a relevant field (including business administration marketing or other related field); or equivalent of four 4 years experience may substitute for the education requirement only.
• Three 3 years of administrative office experience.

SUPERVISION

Supervision Received: SBDC Principal Program Manager

Supervision Exercised: None

WORKING CONDITIONS AND REQUIREMENTS

• Physical and Mental Effort: Sufficient clarity of speech and hearing or other communication capabilities that permit the employee to communicate effectively on the telephone online or in person. Sufficient vision or other powers of observation that permit the employee to review evaluate and prepare a variety of written documents and materials. Sufficient manual dexterity or alternative means that permits the employee to operate computer equipment and other office equipment. Sufficient personal mobility to permit the employee to work in an office setting. Work may include extended periods of time viewing a computer video monitor or operating a keyboard. Ability to work under stress from demanding deadlines public contact and changing priorities and conditions. Ability to occasionally lift up to 25 pounds.
• Work Environment: Works primarily in a clean comfortable environment. Works in a setting subject to continuous interruptions and background noises. Work generally scheduled on weekdays with occasional early morning evening or weekend hours for community outreach events and programs as needed. At least two weekdays in the office required. Local travel may be required to satellite offices consulting and event venues and for meetings in Denver and other Front Range locations. May require periodic travel to other Colorado locations for statewide meetings and outside Colorado for annual national conference. Position may be required to work occasional nights and weekends to provide business disaster recovery assistance in coordination with the City of Boulder State of Colorado and SBA.
• Machines and Equipment Used: Frequently uses standard office equipment including personal computers telephones calculators and copy/fax machines.

Additional Job Description:

Last updated: February 2025

The City of Boulder is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race national origin gender gender identity sexual orientation protected veteran status disability age or other legally protected statute. For individuals with disabilities who would like to request an accommodation please send a request to