How to hire a specialist-small business

How to hire a specialist-small business, step by step

Here's a step-by-step specialist-small business hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a specialist-small business job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new specialist-small business
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   Before you start hiring a specialist-small business, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A specialist-small business's background is also an important factor in determining whether they'll be a good fit for the position. For example, specialist-small businesses from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   Here's a comparison of specialist-small business salaries for various roles:

   Type of Specialist-Small Business	Description	Hourly rate
   Specialist-Small Business		$19-59
   Bank Officer	A bank officer is in charge of overseeing the daily operations at banking establishments, ensuring efficiency and client satisfaction. Their responsibilities include gathering and analyzing requests, approving and denying loan applications, providing consultations, processing client requests, and producing progress reports... Show more	$27-52
   Business Relationship Manager	A business relationship manager is primarily responsible for improving the relationship between customers and businesses. Typically, it is their responsibility to develop strategies and business plans to strengthen client relationships, address issues and concerns, and perform corrective measures when necessary... Show more	$29-60

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Customer Service
   • Customer Relationships
   • Business Development
   • Business Portfolio
   • Business Administration
   • Business Accounts
   • Financial Statements
   • Cash Flow
   • Loan Applications
   • Business Clients
   • Client Relationships
   • Financial Products
   • Business Sales
   • Account Maintenance

   Check all skills

   Responsibilities:

   • Lead the consumer sales and all service functions within a banking center.
   • Develop new business strategies, increase target market sales and manage it by using different prospecting, tracking and selling methods.
   • Manage a portfolio in various stages of workout including liquidation, refinancing, restructure, rehabilitation, bankruptcy and litigation.
   • Respond, adhere and remain compliant with all consumer and business customer request.
   • Automate risk management strategies and regulatory compliance requirements through the bank's loan origination system.
   • Develop revenue enhancing opportunities target to consumers, marketing weight loss products and relate education to multiple healthcare providers.

3. Make a budget

   Including a salary range in your specialist-small business job description is one of the best ways to attract top talent. A specialist-small business can vary based on:

   • Location. For example, specialist-small businesses' average salary in alabama is 45% less than in california.
   • Seniority. Entry-level specialist-small businesses 67% less than senior-level specialist-small businesses.
   • Certifications. A specialist-small business with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a specialist-small business's salary.

   Average specialist-small business salary

   $72,318yearly

   $34.77 hourly rate

   ---

   Entry-level specialist-small business salary

   $41,000 yearly salary

   Updated December 17, 2025

4. Writing a specialist-small business job description

   A specialist-small business job description should include a summary of the role, required skills, and a list of responsibilities. It's also good to include a salary range and the first name of the hiring manager. Below, you can find an example of a specialist-small business job description:

   Specialist-small business job description example

   This is a remote position that could be based anywhere in the United States or Canada.
   
   Calix is looking for a Customer Success Specialist to drive adoption of the Calix Small Business Solutions with our customers. You will partner with a wide array of Calix teams to define, test, validate and drive adoption of solutions that combine platforms, software, systems, customer support, services, and success teams. The Specialist will be responsible for creating all customer enablement programs, content and delivery. The Specialist will engage with customers and their success managers post-sales, helping take them from the initial sign-up to the launch, adoption, and optimization of Small Business Solutions. The ideal candidate will be as passionate about solutions as they are about providing an exceptional experience for every customer.
   
   Responsibilities and Duties:
   Partner with Product, Marketing, Services, Success, and Sales teams to help create compelling multi-dimensional solutions that deliver exceptional value to broadband service providers and their communities.In conjunction with the above, help develop and test use cases for Small Business Solutions.Create, maintain, and evolve comprehensive enablement programs for BSP's to leverage as they go to market with Small Business Solutions.Collaborate with Marketing to develop compelling Market Activation content for BSP's to utilize in their go to market efforts.Work with sales and cloud success managers to assist customers beginning from the point of sale and extending through onboarding, launch and adoption. Gather product feedback for continuous product enhancement and customer value and help customers plan to maximize their benefit with new feature releases.Effectively communicate, validate, and propagate self-service assets for customers.Participate in broader support of the Customer Community through authoring Best Practice articles and videos, collaborating with Marketing to create compelling Customer Case Studies and contribute to the digital Customer Community.Consistently drive customers to success with our Small Business Solutions.
   
   Qualifications:
   Calix requires all employees based in North America who will work onsite at a Calix office, attend in-person meetings, and/or travel on behalf of Calix to be fully vaccinated. Calix will consider requests for reasonable accommodations as required under applicable law.12+ years' experience in relevant solution/product management, marketing, or success.1-3+ years of direct customer advocacy and engagement experience in customer success, professional services, project management or account management functions.Experience in B2B marketing required.Experience in SaaS, Telecommunications or Broadband industry preferred.Thorough understanding of marketing and launch processes for hardware and software.Ability to learn/understand technical aspects of the network and solutions to deliver Small Business solutions.Strong written communication and public speaking/presentation skills.Natural proactive nature who approaches all situations with an empathetic and patient manner.Demonstrated ability to think strategically, execute tactically while providing consistent and high levels of customer satisfaction and retention in a fast-paced environment.Future Travel Expectation: Less than 25%.
   
   Location:
   Remote-based position located in the United States or Canada.
   
   #LI-Remote

   Copy this example

   

5. Post your job

   To find the right specialist-small business for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with specialist-small businesses they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit specialist-small businesses who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your specialist-small business job on Zippia to find and recruit specialist-small business candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with specialist-small business candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new specialist-small business

   Once you have selected a candidate for the specialist-small business position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   After that, you can create an onboarding schedule for a new specialist-small business. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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