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Case Lead-Small Business Consultant/IESBDC (UEC)

California State University, San Bernardino

Job no: 555998
Work type: Auxiliary
Location: Southern California|San Bernardino - San Bernardino Campus
Categories: Bargaining Unit|Excluded,Job Search Category/Discipline|Administrative,Appointment Type|At-Will,Appointment Type|Temporary,Time Basis|Full Time

The Inland Empire Small Business Development Center (IESBDC) at California State University, San Bernardino is part of the Orange County / Inland Empire SBDC Network, funded in part by the U.S. Small Business Administration and the California Govenor's Office of Business and Economic Development. The Case Lead Small Business Consultant serves as the primary strategist and engagement lead for small business clients. This position combines direct consulting with structured case leadership and consultant oversight. The Case Lead evaluates overall business health, defines strategic scopes of work, secures client buy-in, and coordinates part-time consultants to execute initiatives that produce measurable economic outcomes.

About University Enterprises Corporation at CSUSB

(This is not a state position)

University Enterprises Corporation at CSUSB ('UEC') supports the university's educational mission by providing quality services that complement the instructional program. The University depends upon UEC to provide services that cannot be supported with state funds. We're responsible for business enterprises on campus including, but not limited to, dining, bookstore, convenience store, and vending services. We also serve as the grantee for federal, state, and local funding for research and sponsored projects.

Position Summary

Temporary, Exempt, Full Time, Benefited position through 12/31/2026 (Appointment may be renewed annually based upon availability of funds, availability of work and satisfactory job performance).

Salary: $6,250.00-$7,500.00 per month.

Location: Riverside County and San Bernardino County Offices - with additional onsite assistance required as needed for training and conferences within the two counties.

Work Schedule

Exempt. 40+ hours per week. Typically, Monday-Friday from 8:00AM to 5:00PM. Some nights and weekends may be required.

First Review Deadline

This position will remain open until filled.

Typical Activities

Under minimal supervision of the IESBDC Director the Case Lead- Small Business Consultant will work independently to:
Strategic Business Assessment Conduct comprehensive evaluations of client businesses across the following core areas:

• Regulatory compliance (local, state, federal requirements).
• Financial health, including P&L, cash flow, and capital strategy.
• Marketing and customer acquisition strategy.
• Operational readiness and scalability.
• Develop clear diagnostic findings and prioritized recommendations.

Strategic Roadmap Development

• Synthesize assessment findings into a structured Strategic Roadmap.
• Define measurable goals, timelines, and assigned responsibilities.
• Establish Key Performance Indicators (KPIs).
• Monitor progress and adjust strategy as needed.

Case Leadership & Consultant Oversight

• Serve as Case Lead for assigned client engagements.
• Define scopes of work and assign consulting resources.
• Coordinate and oversee part-time consultants.
• Ensure timely and accurate documentation in Neoserra CRM.
• Monitor consultant timekeeping and scope alignment.
• Maintain complete and compliant client files in accordance with SBA guidelines.

Direct Client Advising

• Provide one-on-one consulting to entrepreneurs and small business owners.
• Build trust and secure buy-in for strategic initiatives.
• Facilitate structured follow-up meetings.
• Document milestones, economic outcomes, and impact metrics.

Training & Program Support

• Assist in developing and delivering workshops and training programs.
• Present business topics to diverse audiences.
• Contribute to performance reporting and program evaluation.
• Support achievement of annual center performance goals.

Community Engagement & Outreach

• Represent IESBDC at community and economic development events.
• Build relationships with regional partners, lenders, and business organizations.
• Conduct outreach to attract new clients.
• Travel within the Inland Empire region as required.

Minimum Qualifications

• Education:
  • Bachelor's degree in business or related field, or equivalent business ownership/management expereince (minimum four years).
• Experience:
  • Advising small businesses or leading business operations.
• Other:
  • Strong knowledge of business financials, operations, and growth strategy.
  • Experience delivering presentations to diverse audiences.
  • Excellent organizational, time management, and interpersonal skills.
  • Strong written and verbal communication skills.
  • Ability to manage multiple client engagements simultaneously.
  • Proficiency in Microsoft Office and CRM system. Required computer skills to perform job, include Google Docs, Microsoft Office, PowerPoint, Windows, Constant Contact, Zoom.

Preferred Qualifications

• Experience with Small Business Development Center programs.
• Experience managing consulting teams or professional service engagements.
• Familiarity with Neoserra CRM.
• Established relationships within the Inland Empire business community.

Benefits Include:

• Medical, Dental, Vision, Flex Cash option
• CalPERS Retirement and CalPers 457
• Group Term Life/ Accidental Death & Dismemberment (AD&D)
• Holidays & Personal Holiday
• Vacation and Sick pay accruals
• Educational Assistance Benefit is based on availability of funding.
• Workers' Compensation, Unemployment Insurance, State Disability Insurance

EQUAL OPPORTUNITY EMPLOYER

University Enterprises Corporation at CSUSB is committed to a diverse workforce and affirmative action, and is an equal opportunity employer. UEC maintains and promotes a policy of non-discrimination and non-harassment on the basis of race, sex, gender, color, age, religion, national origin, ancestry, marital status, sexual orientation, physical or mental disability, pregnancy, medical condition, genetic characteristics, status as a disabled veteran, or disabled veteran of the Vietnam era.

To view the UEC Affirmative Action Program, please contact UEC Human Resources at UEC-HR@csusb.edu Monday through Friday between the hours of 8:00am and 5:00pm.

As an equal opportunity employer, University Enterprises Corporation at CSUSB (UEC) is committed to a diverse workforce. If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or access UEC's career website as a result of your disability. You may request reasonable accommodations by contacting UEC's Human Resources Manager at UEC-HR@csusb.edu.

EEO AA Policy Statement

Employment of Individuals with Disabilities and Protected Veterans

Supplemental Information

UEC is an EOE - Minority/Female/Disability/Veterans. This position will remain open until filled. This has been designated as a sensitive position. The selected candidate must successfully pass a thorough background investigation to include a criminal history check prior to appointment.



Applications close:

To apply, please visit: https://careers.pageuppeople.com/873/sb/en-us/job/555998









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