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Director, Business Advising Operations

Accion Opportunity Fund
US - Remote
Competitive salary commensurate with experience.
Closing date
Mar 25, 2023


Small business owners uplift communities and anchor local economies, while creating opportunities for themselves, their families, their employees, and our neighborhoods. Yet entrepreneurs who are people of color, women, and immigrants often struggle to secure capital and resources, as they are systematically shut out from traditional financing. 

Accion Opportunity Fund Community Development is an unparalleled financial support system that provides these small business owners with access to capital, networks, and coaching. We work to build inclusive and accessible options for these determined business owners. For over 25 years we have served a client base that is nearly 90% women, people of color, or immigrants. 

In addition to providing resources and loans to small businesses, we also conduct original research, advocate for policy changes, and finance community construction projects in low-income neighborhoods through our New Markets Tax Credit program.

Together, we are building a diverse, vibrant community where opportunity, knowledge, and access to capital are within reach.


Accion Opportunity Fund is seeking a Director of Business Advising Operations to support AOF’s growing business advising activities. The Director’s main responsibility is to develop, implement, and oversee systems and processes to accommodate continued growth of coaching, educational programs and webinars, and digital educational offerings at scale. 

This includes coordinating with internal stakeholders including the technology team and lending operations, developing department infrastructure to facilitate further growth, support improvements to the business advising customer experience across all that we offer, develop and track impact metrics to capture meaningful outcomes of AOF’s services over time, and create tools and resources to support team members who are providing coaching and other services for small business owners. The ideal candidate has deep experience in coaching or support programs for small businesses, has built and managed teams, is familiar with the business support ecosystem and best practices in technical assistance, has strong project management experience, has developed organizational infrastructure and processes, and is knowledgeable about impact measurement and small business support program outcomes tracking. This position reports to the Vice President of Partnerships and Development.


Highly qualified candidates will share AOF’s commitment to small business and financial inclusion and will embody the organization’s core values. In addition, they will bring a broad range of skills and experience including, but not limited to:

  • Strong experience in operations and developing and implementing organizational infrastructure and processes to allow for smooth execution of projects and programs.
  • Strong experience building and managing successful teams.
  • Experience supporting small businesses through capital access, programs, coaching, or other interventions.
  • Familiarity with project management and customer relationship management software and ideally with software implementation processes.
  • Strong organization and project management skills and attention to detail.
  • Keen ability to analyze and synthesize information and make recommendations to overcome challenges to reaching a goal with minimal guidance.
  • Strong written and verbal communication and presentation skills with the ability to develop concise and compelling materials, including narratives, guides, and presentations, to convey clear messages and instructions to a range of stakeholders.
  • Familiarity with data analysis and impact metrics on topics related to the organization’s work, including best practices and industry standards for impact measurement.
  • A proactive and goal-oriented mindset with a successful track record in reaching targets.
  • Comfort with juggling multiple responsibilities and projects simultaneously with keen ability to prioritize.
  • An entrepreneurial mindset, self-motivated, flexible, creative, comfortable in a fast-paced work culture, and ability to identify new approaches and solve problems with minimal guidance.
  • Passion for helping others and commitment to community development.


  • Project management: Manage internal department projects to strengthen our infrastructure and ability to scale business advising services, including our Customer Relations Management (CRM) system, coaching and webinar software, and other tools the team uses to achieve department goals. This person would be the business owner for new team technology projects as we continue to build out new infrastructure.
  • Cross-departmental coordination: Coordinate with other departments in AOF including business advising, telesales, customer care, underwriting, marketing, fundraising, partnerships, data analytics, and loan funding to ensure smooth execution of department projects. This person would be the primary liaison/business owner with the PMO office, data analytics, and impact reporting for Business Advising team projects.
  • Business advising customer and coach experience: Develop tools and resources to strengthen both the coach and customer experiences. This includes defining all stages of the AOF coaching journey and implementing tools to support that journey and build longer term relationships with business advising customers, identifying gaps, and developing new ways to structure the coaching experience to maximize impact. This person would coordinate directly with the telesales and customer care teams on matters related to services for business advising customers.
  • Management: Manage team members and contractors and ensure they have the tools and resources they need to be successful, ensure accountability for results, and identify opportunities for improvement. In addition, manage relationships and agreements with external vendors who support the work of the business advising team.
  • Business operations: Plan and monitor the day-to-day running of assigned business advising operations to ensure smooth project and troubleshoot challenges. This includes regularly assessing the efficiency and effectiveness of business procedures according to organizational objectives and suggest and implement improvements.
  • Impact measurement: Develop, measure, and report on key impact metrics of team activities to better measure the long-term outcomes of our services on small business owners and ways to improve our impact. This includes understanding and critically thinking about department impact data to identify challenges and opportunities for improvement, keeping impact numbers up-to-date, and preparing internal presentations related to impact for the board and organizational leadership. This person would be the primary liaison with the AOF data analytics team on efforts related to impact measurement. 


  • Bachelor’s Degree in Business, Education, Marketing, Management or Technology required. 
  • A minimum of 10 years professional experience related to operations, project or program management, with experience in small business support programs and/or or technology projects preferred. 
  • Minimum of five years experience providing direct support services to small business owners, with a focus on serving AOF’s target audience of entrepreneurs of color, women, and/or low- to moderate-income small business owners.
  • Experience building and managing successful teams.
  • Experience building effective and efficient organizational processes and infrastructure.
  • Experience with impact measurement and reporting.
  • Strong interpersonal and relationship building skills, with the demonstrated ability to engage and influence others. 
  • Demonstrated ability to manage an outcomes-based approach and develop and use data to inform continuous improvement; proven track record of exceeding goals; evidence of the ability to make strategic decisions; ability to navigate and balance interests of multiple stakeholders. 
  • Evidence of sound judgment, discretion, and highest ethical standards. 
  • Knowledge and/or familiarity using Microsoft Office Suite, CRM Systems (Salesforce, HubSpot, etc.), and familiarity with project management software is a plus. 


Our mission is what motivates us to come to work each day. We know that happy employees are productive employees, which is why we offer a comprehensive benefits package that includes:

  • Competitive salary commensurate with experience.

  • An environment that values work-life balance and monthly remote work reimbursements.

  • 100% company-funded Medical, Dental, Vision, Life & Disability coverage for employees (Based upon your plan selection). 90% company-funded dependent coverage (Based upon your plan selection) as well as Flexible Spending Accounts.

  • Voluntary benefits with payroll deduction for Supplemental Life & AD&D insurance and legal plans.

  • Tax deferred & Roth 403(b) Retirement Plan with employer match. 

  • Paid vacation days (increased with tenure), 12 paid holidays, 1 floating holiday, 10 Sick days, and paid parental leave.

We are an equal opportunity employer and committed to improving diversity, equity, and inclusion at Accion Opportunity Fund. AOF does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.


Salary Range*: $112,928 - $131,554


*Please note that the above salary range is a national range, and compensation is dependent upon the candidate’s experience and skill level.

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