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Career Opportunity

Client Success Specialist - SF Small Business Development Center - Office of Economic and Workforce Development (9772)

Recruitment: RTF0143874-01134169

Published: February 08, 2024

Contact:

Anabel Simonelli - anabel.simonelli@sfgov.org
Samah Rahman - samah.rahman@sfgov.org

Apply using SmartRecruiters, the City and County of San Francisco's application portal Learn More

Department: Economic & Workforce Development
Job class: 9772-Community Development Specialist
Salary range: $94,198.00 - $114,556.00
Role type: Temporary Exempt What does this mean?
Hours: Full-time
 

About:

We Value Equal Employment Opportunity!

The City and County of San Francisco encourages women, minorities, and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military, and veteran status, or other protected category under the law.

About the Office of Economic and Workforce Development (OEWD)

The San Francisco Office of Economic and Workforce Development (OEWD) supports the City's ongoing economic vitality through key programs focused on neighborhood commercial corridors, workforce development, joint development projects, industry focused business recruitment and retention, small business assistance, and international business development. OEWD’s goal is to work continually to make San Francisco an even better place to live, work and do business.   

About the Office of Small Business

The Office of Small Business (OSB) is a Division of the Office of Economic and Workforce Development (OEWD). Directed by the Small Business Commission, the Office of Small Business (OSB) functions as the City's central point of information and referral for entrepreneurs and small businesses located in the City and County of San Francisco. OSB and Small Business Commission are committed to supporting the growth and prosperity of all small businesses, especially those owned by historically marginalized communities, to foster an inclusive and thriving San Francisco.

Role description

Appointment Type: Temporary Exempt (TEX) Appointment. This position is excluded by the Charter from the competitive civil service examination process and shall serve at the discretion of the appointing officer.

Under the direction of the Director of the San Francisco Small Business Development Center (SF SBDC), the Client Success Specialist will be responsible for providing one-on-one business assistance, case management, and administrative support to promote the overall well-being of the San Francisco small business community. This job requires a broad base of business knowledge, excellent communications and customer service skills, and the ability to effectively manage multiple projects simultaneously.

Key Responsibilities

  • Case Management
    • Conduct initial interviews and assessments to determine client needs and eligibility for services.
    • Pair clients with SF SBDC consultants based on their needs.
    • Maintain regular communication with consultants to track client progress and record economic impacts.
    • Prepare reports and documentations to measure program effectiveness.
    • Maintain accurate confidential client files and records in the Customer Relationship Management database.
    • Provide language support to clients when receiving SF SBDC services, as needed.
    • Refer clients to appropriate sources of business information and assistance; including, partner organizations, lenders, City departments, and other technical assistance providers, as needed.
  • Program Reporting - Community Development Block Grant (CDBG)
    • Keep track of CDBG clients and enter client data to the CDBG CRM on a monthly basis.
    • Ensure program compliance with all regulations and policies of funding sources.
    • Collect and analyze data to measure program progress and impact.
  • Training Coordination
    • Develop engaging and effective small business training programs aligned with identified needs from the business community.
    • Schedule and manage training programs, including logistics, venue (both virtual and in-person) booking and setup, and promotion.
    • Facilitate training sessions, ensuring a positive and interactive learning environment.
    • Maintain accurate records and documentation of training activities.
    • Ensure all training programs comply with relevant organizational policies, regulations, and accreditation standards.
  • General Duties
    • Screen calls and email inquiries to provide information and follow-up to small businesses.
    • Work collaboratively with stakeholders, including related government entities and community partners to support small businesses in San Francisco.
    • Conduct outreach, attend meetings and conferences on behalf of SF SBDC.
    • Create and manage social media and other marketing materials to promote SF SBDC’s services to the public.
    • Perform other related duties as assigned by the Director of SF SBDC.

How to qualify

DESIRABLE QUALIFICATIONS

  • Experience in providing support and resources to small businesses.
  • Strong customer service skills.
  • Written and verbal Spanish language ability desirable.
  • Knowledge of issues facing San Francisco’s diverse small businesses, especially Black, Indigenous, People of Color, and/or other marginalized populations.
  • Familiarity with the process of starting and running a small business in San Francisco, and working knowledge of business practices, regulations, and resources.
  • Strong communication, relationship management, analytical, project management, and organizational skills, with experience conveying technical information to clients/the public.
  • Proactive, collaborative, strategic, and solution-oriented.
  • Proficiency in working with basic software programs (e.g., MS Word, Excel, Power Point) and familiarity with Customer Relationship Management (CRM) systems.
  • Strong communication (verbal and written) and presentation skills.
  • Ability to maintain client confidentiality.
  • Organized, detail-oriented, and able to meet deadlines.
  • Ability to work independently and as part of a team.
  • Ability to establish and maintain effective working relationships with volunteers, co-workers, clients, and the public.  

Applications will be screened for relevant qualifying experience. Additional screening mechanisms may be implemented in order to determine candidates’ qualifications. Only those applicants who most closely meet the needs of the Agency will be invited to participate in the selection process. Applicants meeting the minimum qualifications are not guaranteed advancement to the interview.

The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

MINIMUM QUALIFICATIONS

These minimum qualifications are to be used as a guide for establishing the education, training, experience, special skills and/or license which may be required for employment in the class. Although these minimum qualifications are typical of the class, additional minimum qualifications and special conditions may apply to a particular position and will be stated on the job announcement.

1. Possession of a baccalaureate degree from an accredited college or university AND two (2) years of administrative/professional experience in community development, housing and/or housing development, workforce development, finance, education, social work, children/youth work, criminal justice or elections related work; OR

2. Possession of a baccalaureate degree from an accredited college or university with a major in one of the following fields: public or business administration, urban planning, government, social work, education, finance or criminal justice AND one (1) year of administrative/professional experience in community development, housing and/or housing development, workforce development, finance, education, social work, children/youth work, criminal justice or elections related work; OR

3. Possession of a Master's degree from an accredited college or university in public policy, planning, social work, public administration, finance, education, criminal justice, or business administration; OR

4.Possession of a Ph.D. or Juris Doctor degree from an accredited college or university.

SUBSTITUTION:

Verifiable administrative/professional experience involving community development, housing and/or housing development, workforce development, finance, education, social work, children/youth work, criminal justice and/or elections related work may substitute for the educational requirement in Minimum Qualification #1 on a year-for-year basis.

Applicants must meet the Minimum Qualification requirements by the final filing date unless otherwise noted.

LICENSE AND CERTIFICATION

None

VERIFICATION OF EXPERIENCE AND/OR EDUCATION: Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at http://sfdhr.org/index.aspx?page=456

Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco. 

What else should I know?

Application Deadline: Thursday, February 29, 2024- 11:59PM

HOW TO APPLY

Applications for City and County of San Francisco jobs are only accepted through an online process. Visit https://careers.smartrecruiters.com/CityAndCountyOfSanFrancisco1/ and begin the application process.

• Select the “I’m Interested” button and follow instructions on the screen

Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.

All City and County of San Francisco employees are designated Disaster Service Workers through state and local law (California Government Code Section 3100-3109). Employment with the City requires the affirmation of a loyalty oath to this effect. Employees are required to complete all Disaster Service Worker-related training as assigned, and to return to work as ordered in the event of an emergency.

If you have any questions regarding this recruitment or application process, please contact: Anabel Simonelli-Kupelian, Chief People Officer, at anabel.simonelli@sfgov.org.

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.