[Remote] Operations Associate

Note: The job is a remote job and is open to candidates in USA. SF New Deal is a San Francisco nonprofit that provides supportive services and financial opportunities to under-resourced small businesses. The Operations Associate will support grantmaking and ScaleUp programs by managing operational processes, participant intake, technical assistance, compliance documentation, data systems, referrals, and impact measurement.

Responsibilities

• Lend critical day-to-day operational and administrative support for the Grantmaking and Scale Up programs, as defined by Program Manager direction, funder requirements and internal programs objectives
• Serve as the process driver for grantmaking across SF New Deal’s programs portfolio, collaborating closely with the Systems Lead to address and resolve urgent operational challenges
• Act as primary driver and collaborator with Systems Lead for grantmaking processes, automations and systems maintenance
• Deliver updated and verified entries for all assigned grantees and partners in Airtable and Salesforce
• Serve as the primary point of contact for small business participants cycling through the Grantmaking program - from award to grant disbursement
• Collaborate regularly with relevant team members to proactively flag small business technical support needs and service gaps
• Prepare and deliver required materials, including grantee compliance documentation and process documentation
• Support collection of impact data, including surveys and interviews with awarded small business owners, as needed
• Provide technical assistance to the businesses inducted into the ScaleUp program and track relevant impact & service delivery metrics, and other measures as required by the OEWD contract
• Support the development, implementation and ongoing execution of technical assistance workshops, 1:1 counseling methods and partner-coordinated case management practices
• Coordinate referrals to peer providers within the ecosystem and perform quality assurance checks to ensure services align w. participant goals
• Lead Scale Up client intake interview process, assess business preparedness, and manage relevant documentation via the Business Assessment & Sustainability Plan
• Maintain program records on Airtable, Salesforce, and other city-owned platforms for seamless delivery of services to our small business, community and City partners and ensure data consistency throughout migration
• Document technical assistance sessions (number of sessions, number of hours, key issues resolved) for assigned grant projects and Scale Up cases
• Prepare, maintain and deliver required compliance and reporting documents aligned to program requirements and stakeholder commitments
• Collaborate with Program Manager(s) on continuous improvement projects related to the program’s operational procedures, and own implementation as directed
• Deliver written summaries of partner feedback, including trends and recommendations for workflow improvements
• Lend support to additional programs, services and projects as needed

Skills

• 2+ years of experience in grant administration, business advising, or program operations
• Familiarity with e-payment systems and/or other grantmaking processes
• Proficiency with Google Suite, Airtable, Salesforce, Slack, and Asana
• Strong professional acumen with keen eye for detail
• Self-directed, able to manage deliverables independently with consistent proactive communication
• Located in San Francisco or nearby, available for frequent in-person technical support to small businesses
• Knowledge of challenges facing under-resourced or historically underserved small business owners
• Are committed to advancing equity in small business support and historically underserved communities in San Francisco
• Are passionate about prioritizing cultural competency and client dignity
• Are passionate about advancing equitable pathways in entrepreneurship
• Are excited to approach challenges from new perspectives
• Have a bias towards action and the urge to solve problems quickly with a positive attitude
• Are an empathetic, collaborative, and values-driven team player
• Are self-directed and proactive; able to identify problems or areas of improvement, propose solutions, and prioritize effectively
• Are able to work independently and collaboratively with remote team members
• Experience working with small businesses in San Francisco preferred
• Bilingual in Cantonese or Spanish preferred

Benefits

• Medical, dental and vision insurance
• Paid time off
• 401(k)
• Annual work-from-home stipend
• Monthly internet/phone stipend
• Monthly wellness stipend
• Professional development
• Primarily remote/work from home
• SF New Deal has a downtown co-working space available to all employees

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