empowering strength and resilience

IDA Small Business Success Coach Description

Experiment in Self-Reliance, Inc.

Position Description – Individual Development Account (IDA) Small Business Success Coach

Primary Role:

The Individual Development Account Success Coach will be responsible for all direct work with IDA/Small Business clients.  This individual will work closely with clients to achieve their benchmarks in the IDA success plan, by providing timely and appropriate counseling, intervention, and support, in order to assist each client in successfully completing their success plan goals and objectives.  The Small Business Success Coach will be cross-trained in the areas of housing/home ownership programs, economic literacy, and social work.

Reports To:          Individual Development Account Manager


Organizational Effectiveness

  • Maintains a caseload of up to 20 active clients at any one time.
  • Provides counseling on budget, real estate and business lending options with city, county and state wide initiatives, homebuyers’ programs (if applicable), economic literacy, social work, and related areas.
  • Participates and provides written and oral update to IDA Director during monthly meetings.
  • Participates in monthly review with IDA Director to assure client success plan progress is made.
  • Maintains working relationships with the clients and provide suggestions and/or recommendations as needed.
  • Provides bi-monthly contact with clients to monitor IDA success plan progress.
  • Performs other duties as requested by management.
  • Provides programmatic statistical data to IDA Director monthly conducive to NC ROMA principles.

Organizational Program Leadership

  • Assists in the development of the IDA client success plan.
  • Assists in the review and modification of the IDA client success plan.
  • Assists in the development of the IDA success plan by monitoring, evaluating, and modifying the success plan when needed.

Risk Management

  • Maintains accurate computerized case files as defined by the program guidelines.


  • Serves as an ambassador for the IDA Program and maintain the integrity of the organizations involved.
  • Serves as a team player and assists in furthering the mission of the organization.

Reasoning Ability

  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Physical Demands

  • 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.
  • While performing the duties of this job, the employee is regularly required to walk, stand, crawl, bend, stoop, climb, use hands to finger, handle, or feel; and reach with hands and arms, here. The employee frequently required to sit and talk. The employee may occasionally lift and/or move up to 40 pounds. Specific vision abilities required by this job includes close vision, distance vision, peripheral vision, and depth perception.

Work Environment

  • The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is rarely exposed to outside weather conditions. The noise level in the work environment is usually low to moderate.


  • The information presented indicates the general nature and level of work expected of employees in this classification. It is not designed to contain, or to be interpreted as, a comprehensive inventory of all duties, responsibilities, qualifications, and objectives required of employees assigned to this job.

Licenses, Registrations, Certifications

  • Valid Driver’s License and reliable transportation that may be used in the performance of duties.


  • Must be experienced in business development, consumer lending/banking or economic development, economic literacy, and/or social work, with a 4-year college degree, and a minimum of 3 years’ experience.
  • Have strong interpersonal, communication, and organizational skills.
  • Have experience working with low-income individuals and families.
  • Must have working knowledge of computer data-entry processes, Microsoft programs, and other related software.