Junior Finance Account Manager (Entry Level)

Next Street Financial
New York, NY
Job Type
Deadline for Applications
Where to Apply

NYC Business Solutions Centers
In partnership with the NYC Department of Small Business Services (SBS), Next Street has operated NYC Business Solutions Centers since 2012. Each Center serves as a one-stop resource center for entrepreneurs and small business owners at various stages, from newly launched to established businesses. The Centers offer an array of free services such as courses, financing assistance, legal counseling, staff recruitment and training, and M/WBE certification. Each year the Centers serve over 3.500 businesses on average.

The NYC Business Solutions team is an extension of our Client Solutions unit and plays a pivotal role in helping to establish Next Street’s presence and influence in New York City’s Small Business ecosystem. Through the Centers we deliver solutions to clients that advance organizations’ strategy, growth, capacity, and impact. As part of our team, you will work closely with our Firm’s leadership, general delivery, and corporate teams to ensure that the services delivered by the Center have a lasting impact.

Position Summary: Next Street is seeking a dynamic and entrepreneurial individual to serve as a Junior Finance Account Manager of the NYC Business Solutions, Lower Manhattan Center which is operated by Next Street. The Junior Finance Account Manager will be responsible for performing their day-to day duties while pacing towards the Center’s small business financing targets. The Junior Finance Account Manager will report to Next Street’s Director of the NYC Business Solutions, Lower Manhattan Center.

Specific Duties:
> Deliver the NYC Business Solutions set of services to businesses to ensure the Lower Manhattan BSC is regularly exceeding goals set by NYC Department of Small Business Services and Next Street leadership
> Maintain up-to-date knowledge of the small business financing landscape and serve as a connector and advocate for clients to financial providers and lenders
> Serve as a trusted advisor to small businesses and provide advice on the business and capital options most relevant to them
> Support senior staff in evaluating potential deals, packaging loans, and outreaching to clients
> Assist in business development and marketing efforts to attract, cultivate and retain clients as well as other key stakeholders
> Support and implement the team’s business development plans; monitor and analyze those activities in CRM
> Assist in providing instruction to clients via regularly scheduled workshops
> Respond to all customer inquiries in a timely and appropriate manner in accordance with quality assurance best practices and Center standards
> Perform prompt data entry after service delivery
> Provide feedback to team members, the Center Director, Next Street management and SBS on an ongoing basis in order to improve the system’s ability to achieve outcomes and provide high-quality services
> Engage community-based organizations, community boards, BIDs, and other relevant stakeholders in the interest of engaging businesses and improving access to support services
> Collaborate across Next Street offices and communities of practice to ensure our client’s strategic, financial, and organizational needs are met and small development learnings are shared
> Attend morning, evening, and weekend events, as necessary, in the interest of strengthening partnerships and business development efforts

> Bachelor’s degree required
> 1+ years of experience working with entrepreneurs on banking, finance or lending
> Possess strong written and oral communication skills
> Capability to speak second language preferred
> A firm belief in the potential of small businesses and the value of helping them to succeed
> Solid work ethic and high level of professional integrity
> Experience using customer relationship management tools or other database systems to track and manage services and outcomes
> Ability to manage and execute on assigned goals by specific deadlines
> Ability to work effectively under pressure in both a team and individual setting
> Strong interpersonal and relationship management skills
> Flexible, adaptable, customer-focused, and goal-oriented with a commitment to high standards of excellence
> Experience in face to face sales and/or customer service preferred
> A strong analytical and critical thinking skill set
> The ability to think innovatively and generate new ideas that can translate directly into results
> A willingness to challenge and be challenged, regardless of seniority

Next Street is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor.

Additional Information

Next Street: Where teamwork and entrepreneurship meet
Next Street was founded in 2005 with the belief that small businesses and nonprofits are the engines of inclusive growth in underserved markets. Serving as trusted advisor to some of the country’s most dynamic organizations, we are a mission-driven consulting firm bringing strategic and financial expertise to revitalize communities, grow businesses, and create jobs. Our work includes directly serving small businesses and nonprofits to help them grow, as well as advising public and private institutions at a systems level to drive sustainable and equitable development solutions in communities across the US.

We look for professionals who aim to combine their diverse backgrounds and experiences with a passion for mission, offering our team members an unparalleled opportunity to work at the intersection of doing well and doing good. Next Street is a for-profit ‘business for good’ and a certified B Corporation with offices in Boston, New York City, and Chicago.