
Innovative Consultant – SMB Business Operations, Management
Cogent Analytics
full-time
Posted on:
Location Type: Hybrid
Location: Cincinnati • Iowa, Maryland, Massachusetts, Montana, Ohio, Pennsylvania, Texas • 🇺🇸 United States
Visit company websiteSalary
💰 $125,000 - $165,000 per year
Job Level
Mid-LevelSenior
About the role
- Manage a portfolio of 5–6 small business clients in a hybrid model.
- Act as a financial firefighter and strategic coach, driving urgent change, real results, and lasting impact where it matters most.
- Lead from the front, drive client performance, and improve client liquidity for small business owners across the US.
- Start by mastering Cogent methodology and client approach, then quickly move to support clients in driving financial improvement.
- Act as Co-CEO, rolling up your sleeves to drive change with clients and collaborating with internal team (PATs, Accounting, Marketing, Recruiting, and BD PD).
- Drive urgency with clients to help drive behavior and organizational change, monitoring KPIs and finances.
Requirements
- Minimum 4 years of consulting or equivalent experience (such as business ownership, executive leadership, or multi-unit management), with a proven track record of delivering measurable results and driving operational and financial improvement.
- Demonstrated experience managing projects and client relationships with strategic, financial, and operational accountability.
- Strong financial literacy, including the ability to analyze and improve performance across P&L, balance sheet, and cash flow.
- Ability to travel Sunday through Friday to client sites across the U.S.
- Authorized to work in the United States.
- Advanced computer proficiency, including Microsoft Office, financial software, dashboards, CRMs, and project management tools.
- Valid driver’s license and current auto insurance.
- Preferred: Experience managing budgets of $10M+ and/or previous business ownership.
Benefits
- Compensation is based on billable client work, with significant earning potential tied directly to performance and project engagement.
- Travel is covered by the company.
- All new Project Directors begin on a 1099 contractor basis for a minimum of 90 days. This serves as a mutual evaluation period. Upon successful completion, you will have the opportunity for review to transition into a full-time W-2 employee role with comprehensive benefits.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial literacyP&L analysisbalance sheet analysiscash flow analysisproject managementbudget management
Soft skills
strategic coachingclient relationship managementorganizational changeleadershipperformance improvement