Innovative Consultant managing a portfolio of small business clients. Driving financial improvement and organizational change in a hybrid consulting model from Cogent Analytics.
Responsibilities
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.
Job title
Innovative Consultant – SMB Business Operations, Management
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