Provide the ProfitCoach Experience through coaching conversations that facilitate client commitment and change toward building highly profitable, self-managing PM companies
Partner with the ProfitCoach Data Team to ensure timely setup of client dashboards and forecasts
Review client dashboards and forecasts to understand structure, assumptions, and client-specific nuances
Develop fluency in interpreting financial data in preparation for coaching conversations
Build working knowledge of NARPM Accounting Standards, metrics, and benchmarks
Develop mastery over time of the ProfitCoach ProfitScore dashboard and underlying drivers
Learn to customize and adjust client forecasts in real time with increasing confidence and speed
Execute pre-call preparation and post-call follow-up with consistency and discipline
Conduct coaching calls using ProfitCoach methodologies and question-based communication, guiding clients toward self-discovery, clarity, and commitment
Provide timely, accurate, and relational client support via email, phone, or Zoom
Contribute ideas and feedback toward the evolution of ProfitCoach coaching tools, content, and methodologies
Actively participate in training, peer learning, and continuous improvement initiatives
Assist tenured coaches during the training phase with tasks like inbox management, client responses, pre-call preparation, and post-call follow-up

A strong cultural fit marked by ownership, humility, initiative, and collaboration
A self-starting mindset with the ability to move work forward without constant direction
Coaching intuition or a clear aptitude for coaching conversations and client guidance
Financial confidence and curiosity, with the ability to work fluidly in spreadsheets, model scenarios, and interpret financial statements in real time
The capacity to identify patterns, ask sharp questions, and work toward root causes
Comfort engaging business owners and professionals, even while continuing to grow your expertise
A bias toward action, learning, and improvement in fast-paced environments
Clear and professional communication skills, both verbal and written
Strong organizational skills and the ability to manage multiple priorities effectively
High comfort with technology and the ability to quickly learn new tools and systems
Exposure to leadership, management, or advisory roles (strongly valued)

Financial Performance Coach

Key skills