Locus · 2 months ago
Business Advisor
Richmond, VA
Full-time
Hybrid
Senior Level
$65K/yr - $70K/yr
5+ years expLocus is a nonprofit organization focused on equitable access to capital for communities. The Business Advisor is responsible for advising small business clients to foster economic growth through business strategy development, capital access, and operational improvements.
Big DataData VisualizationLogisticsSoftwareSupply Chain Management
Responsibilities
Counsel prospective and existing small business owners/managers toward impact goals in both English and Spanish
Analyze situations, make recommendations, and educate clients regarding business plans, market feasibility, financial viability, operations management, and legal structures
Maintain an appropriate level and mix of clients as noted by annual deliverables and strategic plan objectives
Document client advising and training activities within the CRM in a timely, accurate, and comprehensive manner
Collect and transmit consolidated client data
Maintain adequate client files as per the Virginia SBDC Network Lead Office and SBA guidelines
Contribute to CR SBDC awareness within the target markets of the region
Complete special projects as assigned
Learns, maintains, and shares knowledge of sources of capital, financial and strategic planning, Virginia and local business regulations and requirements, business development tools and procedures
Designs and delivers small business group training programs, as required
Establishes and maintains cooperative working relationships with diverse business communities, including minority, women- and veteran-owned businesses, engaging translators as necessary
Qualification
Required
Minimum 5 years of experience in financial or small business consulting, mentoring, or counseling
Proven ability to engage effectively with English- and Spanish-speaking entrepreneurs, particularly around access to capital
Bachelor's degree in finance, business administration, marketing, or management required
Reliable transportation for a hybrid work model and attendance at SBDC events
Strong organizational and project management skills with the ability to manage multiple priorities
Proficiency with database systems and working independently or collaboratively
Excellent Word, Excel, and Windows file management skills mandatory
Strong technical experience with Salesforce or other CRM tools
Demonstrated web research skills
Familiarity with Outlook or similar network-based email and calendar software
Extensive computer usage and Microsoft Teams communication
Must be able to work independently in a stable remote environment
Ability to communicate verbally across all levels of the organization in a clear, concise, and confident manner
Ability to write accurate, clear, and organized communications, incorporating a range of information and analysis
Ability to document workflow and procedures
Preferred
Translation or bilingual communication experience (3+ years preferred)
Entrepreneurial experience as a business owner or operator preferred
Master's degree preferred
Benefits
18-days of PTO per year
13-paid holidays per year
Medical, dental, vision, short- and long-term disability insurance
Life Insurance
Paid Family Leave options
401k savings plan with employer match
Company
Locus
Battle-tested in 350+ deployments across 30+ countries, Locus is an agentic Transportation Management System for all-mile, all-channel, trusted by enterprises like Unilever, Nestlé, and Siam Makro.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$78.75MKey Investors
GIC
2025-10-06Acquired
2021-06-02Series C· $50M
2019-05-09Series B· $22M
Leadership Team
Nishith Rastogi
Founder and CEO
Geet Garg
Chief Technology Officer
Recent News
2025-11-14
2025-04-02
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