Benetrends Financial is a leader in innovative funding solutions for entrepreneurs. For more than 40 years, we’ve helped tens of thousands of individuals start, buy, and grow businesses through SBA loans, retirement-based funding, equipment leasing, and other capital strategies. Must reside in AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT, 

Our marketing team plays a key role in this mission by producing clear, accurate, and compelling business plans that help clients move from concept to execution.

We’re looking for a Business Planning & Content Specialist to join our team and support this work.

Position Summary

The Business Planning & Content Specialist creates, assembles, and maintains highquality business plans for Benetrends clients. This role blends strong writing, financial comprehension, and design skills to produce plans that are polished, accurate, and aligned with internal brand standards.

You will serve as a primary point of contact for clients during the business plan development life-cycle and collaborate closely with marketing, sales, funding, and banking teams.

Responsibilities

Business Plan Writing & Content Development Write, edit, and structure clear and comprehensive business plan narratives Tailor content based on client inputs, funding needs, and internal templates Ensure tone, organization, and clarity match Benetrends’ brand standards. 

Financial Inputs & Review

Input financial assumptions into internal tools such as Franchable Review financial statements and projections for accuracy and consistency Validate startup costs, cash flow assumptions, and highlevel financial logic Identify missing data or inconsistencies and resolve before completion.

Design & Presentation Format and design business plans using Canva and approved layouts Ensure professional, visually polished, and consistent presentation across all plans Maintain design consistency with charts, tables, and supporting visuals.

Client Communication & Coordination

Serve as the main contact for clients during the plan development process Address client questions about content, assumptions, and financial summaries Coordinate with internal teams in sales, funding, and banking Track revisions and manage multiple plans simultaneously, 

Quality Control & Process Support

 Conduct final reviews to ensure accuracy and completeness Follow established workflows, processes, and timelines Support continuous improvement of business plan processes and documentation,

Qualifications

Bachelor’s degree in Business, Marketing, Finance, Accounting, Economics, or related field Experience writing business plans or longform professional documents preferred Working understanding of financial statements and cash flow concepts Comfort reviewing and validating systemgenerated financial outputs Proficiency in Canva and Microsoft Excel Excellent writing and editing skills Strong attention to detail and organizational abilities Comfortable communicating directly with clients in a professional setting.

Perks & Benefits

Medical, dental, and vision coverage Companypaid longterm disability & life insurance 401(k) with company match Generous PTO and paid holidays Collaborative, missiondriven team culture