Business Coach

Community Financial System, Inc.

8d•$80,000 - $139,633

About The Position

What’s Next is a premier business coaching and consulting firm dedicated to helping financial advisors, business owners, and organizations achieve measurable growth and sustainable success. We are seeking a Business Coach to join our team — someone who brings both business acumen and coaching excellence to empower our clients to perform at their best. This role combines hands-on coaching, business strategy, and firm-building initiatives. The ideal candidate is an entrepreneurial professional with a proven ability to drive measurable outcomes through coaching, mentorship, and operational insight.

Requirements

7+ years of business experience, with at least 3 years in coaching, consulting, or leadership development (financial services preferred).
Strong understanding of business operations, advisor practices, and organizational performance metrics.
Proven track record of delivering measurable improvements in performance or profitability.
Excellent communication, facilitation, and interpersonal skills.
Entrepreneurial mindset with comfort operating in a fast-paced, growth-oriented environment.
All applicants must be 18 years of age or older.

Responsibilities

Coach advisors, business owners, and organizations to achieve defined goals and objectives.
Conduct regular one-on-one and group coaching sessions.
Participate in client meetings, including with other professional partners, when appropriate.
Create and maintain individualized client roadmaps using What’s Next tools such as ActiFi.
Support clients in goal tracking, data input, and performance assessments.
Deliver measurable outcomes that drive ROI in leadership, productivity, and business growth.
Prospect for and onboard new coaching clients through proactive outreach and relationship development.
Participate in industry events, conferences, and speaking engagements to represent What’s Next.
Contribute to the design, promotion, and execution of webinars, marketing campaigns, and other growth initiatives.
Manage and enhance program offerings, including workshop design, attendee recruitment, delivery, and follow-up.
Lead select firm programs and specialized business development series.
Collaborate with internal partners to build and implement strategic initiatives.
Design and assist with marketing materials, presentations, and social media campaigns.
Help create tools, assessments, and other resources to support business acquisition and coaching efficiency.
Identify opportunities to improve internal systems, processes, and client experience.