Business Consultant - Case Management Specialist

Overview

The Orange County / Inland Empire Small Business Development Center Network is a federal program partially funded by the U.S. Small Business Administration & the California Governor’s Office of Business & Economic Development. The SBDC is hosted by CSU, Fullerton. The purpose of this grant is to provide no-cost technical assistance to entrepreneurs and small business owners in Orange County. The SBDC is seeking applications for Business Consultant - Case Management Specialist.

Under the direction of the Center Director of CSUF SBDC, the Business Consultant - Case Management Specialist will serve as the primary strategist, case manager, and training programs lead for small business clients. This role ensures clients receive consistent, high-quality support by combining business consulting expertise with structured case management. The Business Consultant - Case Management Specialist will conduct comprehensive assessments, define scopes of work, and oversee ongoing client progress through coordinated service delivery.

Working closely with a network of part-time consultants, this position drives accountability, measures outcomes, and ensures every client receives a seamless, impactful consulting experience aligned with the SBDC’s mission. The ideal candidate is relational, detail-oriented, and highly organized with the ability to motivate both clients and consulting partners. They are skilled in diagnosing business needs, developing strategic action plans, tracking milestones, and ensuring follow-through to achieve measurable results.

* Please be aware that funding for this position is awarded through a Grant/Contract over a specified period. Employment for this position beyond current Grant/Contract funding is contingent upon continued funding or new Grant/Contract.

• Provide one-on-one individualized counseling to clients, assisting them with launching and/or growing their ventures.
• Manage the clients process following a structured case management process.
• Help manage training programs offered by the center.
• Responsible for assisting in the implementation and evaluations of programs that provide business advising and training to small business owners.
• Assist the center in meeting and exceeding annual performance objectives.
• Promote the center at events within our community.
• Assist the Center Director in promoting the center activities through a full range of outreach tactics, focusing on attracting new clients.
• Assist in keeping databases up to date and aligned with our grant requirement.
• Keep abreast of business trends, techniques, and processes.
• Work collaboratively with peers and the business community to expand expertise.
• Community outreach responsibilities will include public presentations to key stakeholders and service on appropriate boards and committees related to economic development.
• Travel as required to perform cross-county-wide job functions.
• Complete all forms and maintain client files as required by the SBA.
• Document information, assistance, and outcomes of sessions with clients related to consulting and training activities performed by the consultant.
• Provide Center with timely reports related to milestones and success stories of client’s economic outcomes.
• Other duties as assigned.

• Must be previous or current small business owner.
• Strong understanding of business assessment and operations.
• Experience in advising small businesses.
• Experience delivering business presentations on a variety of topics in a public setting to diverse audiences.
• Demonstrated ability to communicate effectively in both oral and written form.
• Key understanding of small business issues related to starting and growing a business.
• Knowledge in the ins and outs of day-to-day operations, employeemanagement, and staff operations.
• Experience in delivering business presentations on a variety of topics in a public setting to diverse audience.

• Demonstrated ability to communicate effectively in both oral and written form.
• Ability to establish and maintain effective and harmonious work relations with staff,
• clients, business resources, and the general public.
• Ability to establish and maintain effective working relationships with those contacted in the course of work;
  Ability to work effectively as part of a team.
• Proficient with Microsoft Office and other applicable software applications.
• Ability to operate and use modern office equipment including a computer and adapt to changing technologies and learn functionality of new equipment and systems.

• Strong interpersonal and communication skills and proficiency with computers and web-based research.
• Prior experience working for a Small Business Development Center or similar program.
• Prior experience working within the business community.

• Minimum Bachelor's degree in a business-related field or equivalent experience in business management or financial analysis (minimum four years), or bachelor’s degree in any field with three (3) years of business management or business…