CSUMB Online Recruitment System

University Corporation at Monterey Bay
Human Resources

100 Campus Center
University Corporation, Suite 119 (map)
Seaside, California 93955-8001

Main Number: (831) 582-4449



Director of SBDC Operations & Special Projects
Management I

School of Business

Job #: FP2013-413

This is a temporary, full-time (40hrs/week), benefited, exempt position dependent upon continued funding. Current funding available through 12/31/13. Renewal of the position in 2014 is contingent upon availability of funds. Work Location: Salinas, CA

Open until filled.

Bookmark and Share

California State University, Monterey Bay is distinctive in serving the diverse people of California, especially the working class and historically underserved communities. The identity of the University is framed by substantive commitment to a multilingual, multicultural, intellectual community which enables students, faculty and staff to cross institutional boundaries for innovative instruction, broadly defined scholarly and creative activity, and coordinated community service.

The University Corporation at Monterey Bay on the campus of CSUMB is an equal opportunity employer and committed to building a pluralistic university by hiring personnel with competencies and experience related to the regional and State population.

The University Corporation at Monterey Bay is a non-profit institution that is related and affiliated to the California State University, Monterey Bay. The University Corporation at Monterey Bay is a non profit 501(c) (3) public benefits corporation that is a recognized SBDC of California State University and was established in July 1994. The University Corporation's mission is to further the educational purposes of the University. The University Corporation at Monterey Bay is an equal opportunity employer and committed to building a pluralistic university by hiring personnel with competencies and experience related to the regional and State Population. The University Corporation at Monterey Bay is committed to a standard of excellence in the services it provides and in the quality of work expected of its employees.


The Small Business Development Center (SBDC) is funded by a grant from the U.S. Small Business Administration (SBA) through the U.C. Merced (UCM) Lead SBDC. The SBDC offers one-stop assistance to individuals and small businesses by providing a wide variety of information and guidance in easily accessible locations. The program is a cooperative effort of the private sector, the educational community and federal, state and local governments and is an integral component of SBA's Entrepreneurial Development's network of training and counseling services. This position will also provide support to other special projects as needed in the region.


Under the general direction of the Associate Director of the CSUMB Small Business Development Center (SBDC), the Director of SBDC Operations & Special Projects is responsible for managing all aspects of SBDC operations, compliance efforts and programs, and for providing administrative and analytic oversight in the areas of operations, and general administration. In addition, in providing support to other special projects, the Director of Operations and Special Projects may advise business owners on general management, growth strategies and various resources as applicable.

ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited to, the following:


  1. Reviews and approves policies, processes, and procedures for compliance with various CSU requirements. Ensures compliancy of the SBDC's administrative and financial policies and procedures with all CSU, regulatory, statutory, legal, and business standards.
  2. Responsible for the initial drafting of memoranda of understanding and agreements between the University Corp. (on behalf of the SBDC) and other organizations as needed.
  3. Oversees and manages SBDC operations and enterprise activities. Advises on operational policy development, programs, projects, and initiatives. Works with SBDC staff on business planning and implementation. Works with campus stakeholders to ensure that SBDC operations are serving the customers, that the proper procedures and processes are in place, and that the correct equipment and technology is in place.
  4. Oversees the effectiveness and efficiency of SBDC to ensure standards of service are met. Responsible for sustaining improvement initiatives. Utilizes information reporting for accuracy to interpret and implement corrective action.
  5. Improves the operational systems, processes and policies in support of organizations mission -- specifically, support better management reporting, information flow and management, business process and organizational planning.
  6. Plays a significant role in long-term planning, including an initiative geared toward operational excellence.
  7. Directs annual budgeting and planning process for the SBDC's annual budget with the Associate Director and the Chair of the School of Business.
  8. Participates in regular meetings with Associate Director and the Chair of the School of Business around fiscal planning.
  9. Contributes to short and long-term organizational planning and strategy as a member of the management team
  10. Serves as the primary liaison for the SBDC to the University Corp. Develops, prepares, and compiles responses to audit requests and audit findings. Ensures that audit findings are cleared and clearance documents submitted in a timely manner.
  11. Resolves compliance issues as they arise.
  12. Develops, prepares, and monitors the performance of the annual budget for each SBDC fund. Analyzes and interprets variance reports and provides solutions that are based on sound business practices and that fit within the overall budgetary plan and structure.
  13. Serves as the primary liaison for the SBDCs to the Development Office, Grants and Contracts, and Administration and Finance. Ensures that the SBDC is represented as needed on cross-functional campus committees. Serves as the Associate SBDC Director's designee and designee to represent the SBDCs on campus.
  14. Provides analytical support for the Associate SBDC Director. Provides logistical support to the Associate SBDC Director to develop advisory board and committee meeting agendas and prepare board and committee meeting materials. Ensures the accuracy of board and committee meeting minutes. Prepares and monitors follow-up items for board and committee meetings.


1. Responsible for developing a comprehensive SBDC Action Strategy to mitigate the economic instability resulting from large layoff situations in the region.

2. Provide high quality individual instruction to entrepreneurs, business owners, and business managers.

3. Participate in the supervision and staffing of the CSUMB SBDC training programs, outreach services, individualized advisory services and graduate student counselors employed by the Center.

4. Analyze situations, make recommendations, and provide technical assistance for clients with regard to business plans, market feasibility, financial viability, operations management, and legal structures

5. Compose Scope(s) of Work with clients with clearly articulated and specific outcomes that are targeted to significantly improve the business' bottom line. Monitor resource expenses against program budget and client's scope of work.

6. Work together with the Associate Director to maintain an appropriate level and mix of clients as required to meet annual goals and strategic plan objectives

7. Develop and deliver high quality business training programs that are responsive to the needs of the business community served.

8. Support the development of an online information and business assistance platform that provides information for entrepreneurs, small business owners or potential business owners.

9. Assist the Director in determining topics, agendas, instructors, instructional materials, location, time and other resources required

10. Serve as an instructor of business training programs and assist the Director with securing qualified outside instructors, as needed.

11. Assist the Director with effectively marketing business training programs within assigned communities, so as to meet annual goals.

12. Manage and coordinate all client services following guidelines developed by the UC Merced Lead Small Business Development Center (UCMSBDC). All activities and achievements must be documented via Web Client Activity Tracking System (WebCATS) in a timely, accurate, and comprehensive manner. Maintain adequate client files as per SBA and UC Merced Lead SBDC guidelines. Travel to outreach locations within CSUMB SBDC's service area and to SBDC professional programs is required.

Other Functions:

  1. Establishes and maintains effective relationships with faculty, students, university, and staff as well as the Advisory Board members and the general public.
  2. Promotes and maintains an atmosphere of excellent internal and external customer service within the program and campus community.
  3. Attends workshops, conferences, and meetings as needed.
  4. Problem-solves various administrative matters as they arise.
  5. Serves as the administrator in charge in the absence of the Associate SBDC Director.
  6. Takes on special projects and performs other duties as assigned.


Knowledge of financial modeling including, but not limited to constructing financial models, cost benefit analyses, and present value calculations. Knowledge of statistical and arithmetic presentation of data. Demonstrated ability to effectively interpret, organize, and present information and ideas in written or presentation form. Completes tasks on time. Ability to interpret and synthesize complex information from diverse sources and prepares clear and concise written summaries/reports. Strong analytical, investigating, and reasoning skills with the ability to assess implications and draw valid conclusions. Ability to work independently, prioritize multiple directives with changing work demands, and perform complex assignments in a short time frame. Knowledge and ability to manage and direct projects. Ability to work collaboratively with university and auxiliary staff, faculty, students, and external constituent groups. Knowledge of and ability to use supervisory principles, practices, and techniques to accomplish results through delegation and motivation. Knowledge of effective work policies, practices, and procedures. Ability to effectively present ideas and concepts in written or presentation format and use consultative and facilitation skills to gain consensus. Ability to evaluate, exercise judgment and discretion in developing solutions to a wide range of problems. Ability to understand problems from a broad, interactive perspective and discern applicable underlying principles to conceive of and develop strategic solutions. Analytical, problem-solving, and organizational skills. Extensive experience and skill using spreadsheet, database, graphics, word processing, and presentation software.

Must have a strong knowledge, skill and abilities grounded in practical realized small business ownership and management experiences. Knowledge of government and major corporate contracting processes, commercialization of technologies and agricultural trade a definite plus. Certification as an Economic Development Finance Professional also a plus.


The ideal candidate will have; a charismatic inspiring leadership style, a proven ability in building a successful team, possess excellent interpersonal, communication and organizational skills, and the ability to build networks. Must also posses the ability to work independently as well as collaboratively with colleagues from all areas of the Corporation and university, and complete tasks on time. Ability to think creatively and conceptually and to apply independent judgment, discretion, and initiative to address problems and develop practical, thorough, and creative solution


Ability to provide assistance with the budgets and program delivery.. Ability to gather and analyze data; ability to reason logically, draw valid conclusions and make appropriate recommendations. Ability to quickly acquire understanding of the methods and procedures for providing and performing functions and services for post-award budget management, and an understanding of the relationships of these functions to other administrative functions. Ability to present clear and concise information orally and in written reports. Ability to manage budgets in an electronic environment.


Ability to adapt to the dynamics of organizational, procedural, and policy changes. Understanding of higher education issues and university environments. Ability to plan, organize, establish deadlines and determine priorities.


Equivalent to a bachelor's degree from an accredited college or university AND five years of experience in an administrative or supervisory position. Equivalent to graduate degree in a related field may be substituted for one year of the required experience. Additional experience, which has demonstrated the requisite skills and abilities, may be substituted for required education on a year-for-year basis. Demonstrated ability to address the essential functions associated with this position including the knowledge and abilities identified above.


Demonstrated experience that clearly provides evidence of the knowledge and skills required to perform each essential duty satisfactorily. The requirements identified above are representative of the knowledge, skills and/or abilities required. Must have own transportation, valid driver's license, and auto insurance.

NOTE: Candidates identified for hire with the University Corporation at Monterey Bay must successfully complete a criminal background check.

The person holding this position is considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in


Experience working with in Higher Education. Demonstrated experience tracking post-award budgets. Demonstrated understanding of and commitment to the CSUMB Vision Statement and the core values of mutual respect, collaboration and service orientation, multiculturalism and diversity, community service and institutional excellence. Experience working with a diverse and multicultural population and performing community services; demonstrated technical literacy.


The monthly salary for this position is $5,000. This is an exempt position and as such is not eligible for the overtime provisions of the Fair Labor Standards Act. Benefits include medical, dental, vision and life insurance benefits, contributory retirement plan, TSA (403b), 13 paid holidays per year and other benefits. University Corporation at Monterey Bay is at-will employment.


The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; to verbally communicate to exchange information .


Please complete the required on-line Corporation application at http://hr.csumb.edu/jobs/db/fp/

A complete on-line Corporation application must be received in the University Corporation Human Resources Office BY 5:00 P.M. Friday, May 3, 2013, TO BE GUARANTEED A REVIEW. Applications received after the application screening date will be reviewed at the discretion of the Corporation.

For assistance or if you require an accommodation, please call (831) 582-4449, or TDD at (800) 735-2929. For computer/online access you may visit the Tanimura & Antle Family Memorial Library (map) or our Student Services Building first floor (map). Please check the links provided for the respective hours and the location of each site. The University Corporation at CSUMB will not fax application materials.

The University Corporation at CSUMB is an Affirmative Action/Equal Opportunity Employer. We consider qualified applicants for employment without regard to race, religion, color, national origin, ancestry, age, sex, gender, gender identity, gender expression, sexual orientation, genetic information, medical condition, disability, marital status, or protected veteran status.

All employees must be eligible for employment in the U.S.