You'll manage a portfolio of founders, coach them through business problems and follow up on what they commit to doing. You'll also handle renewals and upgrades when there's a transparent reason for a client to continue or expand their work with us. You need to be able to look at a founder's numbers, ask the right questions and make a recommendation you can explain. A good session ends with specific actions and deadlines. The work continues between calls.
Key responsibilities
- Run a 30-minute advisory session with each client every 10 to 14 days
- Review inquiries, appointments booked, attendance, sales conversion and cash collected to identify where the client needs to improve
- Agree on two or three actions, assign deadlines and follow up on progress
- Support clients in Slack between sessions and address missed appointments or stalled work
- Coordinate with the delivery team and CS administrator so client assets are completed, launched and used
- Manage renewal and upgrade conversations, including the sale when the next step fits the client's needs
- Keep client notes, next steps and risks current, and raise issues early
About you
- Able to look at a founder's numbers, ask the right questions and make a recommendation you can explain
About us
Our client provides business advisory services to founders of coaching, consulting, education and professional service businesses. They help clients identify what's holding back growth and improve their sales and marketing. The delivery team builds the ads, videos and landing pages that support that work.