Are you?

• Interested in working for a company that is making a difference?
• Possess a relentless commitment to excellence?
• Passionate about helping business owners meet their greatest potential?
• Experienced in bringing people together, building rapport, and sharing ideas?

The Financial Coach will be responsible for connecting a portfolio of diverse-led businesses owners to a network of resources and professionals to secure funding for business growth. Top responsibilities will include high-touch relationship management with clients, relationship building with partners, and research/analysis of client challenges and possible solutions with partners.

Salary: $100,000 - $120,000

Physical Setting: Onsite at San Diego Office, 3-4 days per week

COVID Policy: All employees must be fully vaccinated per company policy.

About Us: Founders First Capital Partners, Inc provides funding and business growth advisory support to diverse founder-led small businesses. We provide revenue-based funding and business acceleration support to service-based small businesses located outside of major capital markets such as Silicon Valley and New York City. We focus on supporting businesses led by women, people of color, and military veterans, LGBTQ+, inclusive teams and businesses located in low to moderate-income areas.

Your Responsibilities

• Manage a portfolio of qualified small business prospects and members
• Research and evaluate business members and prospects for long-term financial viability and consistency with company credit policies and objectives
• Identify and connect small business owners to resources based on an initial assessment (Passport assessment) to the appropriate partner/vendor (accountant, banker, legal services, tech, payroll, HR, accelerator programs, advisory services, member mentors, FF internal resources)
• Schedule, log and complete consistent and proactive follow-up (emails, phone calls, in-person/virtual meetings) with portfolio prospects and members
• Develop strategies to optimize member, prospect, and partner experience
• Actively report KPIs and progress to senior management

Qualifications Needed for Success:

• Minimum of 3+ years of banking or finance experience
• 3+ years of experience in an accounting role
• Bachelor's degree in Accounting
• Experience with Salesforce or CRM
• Client service focus
• Excellent verbal and written communication skills
• Ability to work independently or as an active member of a team
• Highly organized with excellent time-management skills
• Meticulous attention to detail
• Investment experience with alternative assets a plus
• Superior ability to identify and build relationships with clients, partners, and resources
• Strong communication, client relationship and business development skills as well as an entrepreneurial spirit

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Please note that this is an on-site position.