Posted: May 6, 2025
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Account Manager – Small Business Finance & Services

Educational Data Systems Inc. - Staten Island, NY
Full-time
Salary: $60,000.00 Annually
Application Deadline: Jun 5, 2025
Business & Information
  • 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

Qualifications

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