Business Planning & Content Specialist

About Benetrends

Benetrends Financial is a leading provider of innovative funding solutions for entrepreneurs. With more than 40 years of experience, Benetrends has helped tens of thousands of individuals start, buy, and grow businesses through a variety of funding solutions, including SBA loans, retirement-based funding, equipment leasing, and other capital strategies.

Department: Marketing

Reports To: Chief Marketing Officer

Location: Remote

Employment Type: Full-Time

The Business Planning & Content Specialist is responsible for creating, assembling, and maintaining high-quality business plans for Benetrends clients. This role blends strong written communication, financial understanding, and design execution to produce business plans that are clear, accurate, visually polished, and aligned with Benetrends’ brand and internal standards.

Reporting to the Chief Marketing Officer, this role works cross-functionally with internal teams and serves as a primary point of contact for clients during the business plan development process.

• Business Plan Writing & Content Development:
  Write, edit, and structure comprehensive business plan narratives that clearly communicate client concepts, operations, and assumptions.
• Customize content based on client inputs, funding needs, and internal requirements.
• Ensure tone, clarity, and organization align with Benetrends’ brand and standards.
• Financial Inputs & Review:
  Input financial data and assumptions into Franchable and other internal tools.
• Review system-generated financial statements, projections, and summaries for accuracy and consistency.
• Validate cash flow logic, startup costs, and high-level balance sheet items.
• Identify discrepancies, missing information, or inconsistencies prior to plan completion.
• Design & Presentation:
  Format and design business plans using Canva and approved templates.
• Ensure all plans are visually professional, well-organized, and client-ready.
• Maintain consistency across layouts, charts, and supporting materials.
• Client Communication & Coordination:
  Serve as the primary point of contact for clients throughout the business plan development process.
• Respond to client questions related to plan content, assumptions, and financial summaries.
• Coordinate internally with sales, funding, and banking teams as needed.
• Track revisions and manage multiple plans simultaneously.
• Quality Control & Process Support:
  Perform final quality checks to ensure completeness and accuracy.
• Follow established workflows, timelines, and internal standards.
• Contribute to documentation and continuous improvement of business plan processes.
• …and other duties as assigned.

• Bachelor’s degree in Business, Marketing, Finance, Accounting, Economics, or a related field.
• Experience writing or assembling business plans or long-form client-facing documents preferred.
• Working understanding of financial statements and cash flow concepts.
• Comfort reviewing and validating system-generated financial outputs.
• Proficiency in Canva and Microsoft Excel.
• Strong written communication and editing skills.
• High attention to detail and strong organizational abilities.
• Comfort communicating directly with clients in a professional setting.

• Medical, dental, and vision plans.
• Company-paid long-term disability & life insurance.
• 401(k) with company match.
• Generous PTO + paid holidays.
• Collaborative, mission-driven team.