Business Planning & Content Specialist

Benetrends Financial is a leader in innovative funding solutions for entrepreneurs. For more than 40 years, we’ve helped tens of thousands of individuals start, buy, and grow businesses through SBA loans, retirement‑based funding, equipment leasing, and other capital strategies. Must reside in AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT.

Our marketing team plays a key role in this mission by producing clear, accurate, and compelling business plans that help clients move from concept to execution.

The Business Planning & Content Specialist creates, assembles, and maintains high‑quality business plans for Benetrends clients. This role blends strong writing, financial comprehension, and design skills to produce plans that are polished, accurate, and aligned with internal brand standards. You will serve as a primary point of contact for clients during the business plan development lifecycle and collaborate closely with marketing, sales, funding, and banking teams.

• Business Plan Writing & Content Development
  • Write, edit, and structure clear and comprehensive business plan narratives
  • Tailor content based on client inputs, funding needs, and internal templates
  • Ensure tone, organization, and clarity match Benetrends’ brand standards.
• Financial Inputs & Review
  • Input financial assumptions into internal tools such as Franchable
  • Review financial statements and projections for accuracy and consistency
  • Validate startup costs, cash flow assumptions, and high‑level financial logic
  • Identify missing data or inconsistencies and resolve before completion
• Design & Presentation
  • Format and design business plans using Canva and approved layouts
  • Ensure professional, visually polished, and consistent presentation across all plans
  • Maintain design consistency with charts, tables, and supporting visuals.
• Client Communication & Coordination
  • Serve as the main contact for clients during the plan development process
• Address Client Questions About Content, Assumptions, And Financial Summaries
  • Coordinate with internal teams in sales, funding, and banking
  • Track revisions and manage multiple plans simultaneously
• Quality Control & Process Support
  • Conduct final reviews to ensure accuracy and completeness
  • Follow established workflows, processes, and timelines
  • Support continuous improvement of business plan processes and documentation

• Bachelor’s degree in Business, Marketing, Finance, Accounting, Economics, or related field
• Experience writing business plans or long‑form professional documents preferred
• Working understanding of financial statements and cash flow concepts
• Comfort reviewing and validating system‑generated financial outputs
• Proficiency in Canva and Microsoft Excel
• Excellent writing and editing skills
• Strong attention to detail and organizational abilities
• Comfortable communicating directly with clients in a professional setting

• Medical, dental, and vision coverage
• Company‑paid long‑term disability & life insurance
• 401(k) with company match
• Generous PTO and paid holidays
• Collaborative, mission‑driven team culture