Business Development Officer Business Advisory Services Specialist

Pursuit; Philadelphia (Philadelphia County); Remote; USD 60,000 - 80,000; Full time

Job summary

Pursuit is seeking a Business Development & Client Advising Specialist to connect small businesses with capital and resources. This role involves strategic business development and client advising, focusing on building partnerships and overcoming barriers to access funding. Join a mission-driven team dedicated to empowering communities through financial support.

Benefits

Health Insurance

Fully paid Dental, Vision, and Life Insurance

Generous 401(k) match

Flexible spending accounts

Holiday and Paid Time Off

Paid Parental Leave

Volunteer Time Off

Educational assistance after two years

Mentorship Program

Summer work hours

Qualifications

• Experience in small business lending, especially loans from $10,000 to $500,000.
• Knowledge of credit, underwriting processes, and capital access readiness.

Responsibilities

• Build and maintain a strong network of bankers and business service organizations.
• Manage a roster of small business clients and guide them to advisory services.

Skills

Communication

Relationship Building

Sales

Presentation

Education

Bachelor’s or Master’s degree in Business

Job description

Job Description

Job Description

Mission

Empowering businesses in all communities by providing access to responsible capital and resources.

Vision

To create a more inclusive economy by ensuring every business owner has a path to success.

Core Values

Strengthen communities through collaboration.

Leading with transparency and authenticity

Celebrating diversity and embracing our differences

Engaging on a personal level

Who We Are

Pursuit is a community-focused lender that provides small businesses with affordable loans and resources so that they can reach higher, transform, and grow. That transformation may start with an individual borrower but ultimately extends into the broader community, taking shape as new employment opportunities, economic development, and positive change.

What We Do

For more than 65 years, we have been 100% invested in the success of our clients. Pursuit offers a suite of innovative financing products designed to expand access to capital for small businesses. Our range of loans and lines of credit range from $10,000 to $5.5 million for businesses ready to make their next big investment. We have designed our application processes and loan terms with more flexibility than traditional banks. Our signature loan programs include commercial real estate financing, general business funding, and fast business funding through a digital platform. We leverage deep, long-term relationships with banks and community partners to serve clients in New York, New Jersey, Connecticut, Pennsylvania, Chicago, Nevada, and Washington.

About the Job

At Pursuit, we believe in creating a more inclusive economy by helping small businesses thrive. As a Business Development & Client Advising Specialist, you’ll be at the forefront of that mission—connecting entrepreneurs with the capital, guidance, and partnerships they need to grow. This is a dynamic, relationship-driven role that combines strategic business development with direct client advising. You’ll grow Pursuit’s network of partners and referral sources while helping small business owners overcome barriers to accessing capital and securing valuable advisory support.

What You’ll Do

Business Development

· Build and maintain a strong network of bankers, business service organizations, associations, economic development groups, and other referral sources.

· Educate strategic partners on Pursuit’s lending products and business advisory offerings.

· Conduct outreach presentations and strategic networking to generate qualified referrals and loan prospects.

· Assess prospective clients' business conditions and offer initial guidance on product fit.

· Develop internal processes, track progress against goals, and report on business development performance.

· Support grant proposal efforts and monitor related program outcomes.

Client Advising

· Manage a roster of small business clients and proactively guide them to the appropriate advisory services.

· Identify capital access challenges and support clients with loan readiness, loan packaging, and referrals.

· Monitor advisory engagements to ensure quality, alignment with client goals, and compliance with funder requirements.

· Maintain accurate client and engagement records in CRM and related systems.

· Contribute to content development, event support, and outreach strategy.

· Potentially manage a portfolio of special projects or programs within Pursuit’s business advisory offerings.

Who You Are

You’re a confident, motivated self-starter with strong communication and relationship-building skills. You thrive in both client-facing and behind-the-scenes roles and are energized by helping entrepreneurs succeed.

What You’ll Bring

· Bachelor’s or Master’s degree in Business, Public Administration, or related field

· Experience in small business lending, especially loans from $10,000 to $500,000

· Knowledge of credit, underwriting processes, and capital access readiness

· Ability to perform basic credit analysis (e.g., cash flow, tax returns, credit reports)

· Strong presentation, sales, and interpersonal skills

· Ability to succeed in a remote work setting and travel within the assigned territory (Philadelphia, Southern NJ).

· Familiarity with CDFIs or other mission-driven lenders

· Existing network of bankers and referral partners

· Experience in program management, consulting, or business advisory services

Why Join Pursuit?

· Be part of a mission-driven organization making a real impact in communities

· Join a collaborative, innovative, and values-aligned team

· Enjoy a flexible, remote work environment with opportunities to grow

· Help shape how small businesses access capital and thrive

Additional Information

· We will consider and provide training for veterans interested in an administrative career provided that the applicant has completed at least two years of college with an accredited institution.

· Final candidates must pass all pre-employment screenings, including background check, credit check, and drug screening.

What We Offer

A collaborative environment of mission-focused professionals dedicated to helping communities and economies grow through business lending. We seek individuals who want to blend a career in financial services with a career serving others. Pursuit extends its employees competitive salaries and a range of benefits including, including but not limited to:

· Health Insurance, generous employer premium contribution

· Fully paid Dental, Vision, and Life Insurance

· Generous 401(k) match

· Flexible spending accounts

· Holiday and Paid Time Off

· Paid Parental Leave

· Volunteer Time Off

· Referral Program

· Educational assistance after two years of employment

· Mentorship Program

· Summer work hours

How to Apply

Please submit a cover letter and resume to [e-mail] or complete an Employment Application https://pursuit-hr.formstack.com/forms/employment_application

How We Help

We believe that when local businesses thrive, they provide good, stable jobs, recycling the money they spend back into the community to help it grow. Our loans are offered with affordable rates to ensure that our clients can continue growing and positively impacting their neighborhoods. While compelling founders’ stories are what drive us every day, we are proud to work with small businesses at scale:

$4+ billion loaned, $1.2 billion in the last 5 years

$2 billion portfolio of small business loans

70,000+ jobs created.

10,000+ loans to small businesses

10,000+ hours of advisory and educational services

Competitive salary commensurate with business development experience.

We are an Equal Opportunity Employer and comply with all applicable federal, state, and local laws regarding nondiscrimination.