Innovative Consultant -SMB Business Operations / Management

Cogent Talent SolutionsBoston, MA
Hybrid

About The Position

Cogent Analytics is seeking leaders ready to rescue and grow clients financially and organizationally. This is a hands-on, client-facing role for high-performance individuals who want to lead from the front, drive client performance, and improve client liquidity for small business owners across the US. This role requires approximately 3 days of domestic travel per week, with remote work on non-travel days. The consultant will act as a financial firefighter and strategic coach, driving urgent change, real results, and lasting impact for a portfolio of 5-6 small business clients in a hybrid model. The role involves mastering Cogent methodology, driving financial improvement through operational and sales methods, and acting as a Co-CEO to drive change with clients. Collaboration with internal teams (PATs, Accounting, Marketing, Recruiting, and BD PD) is essential. The role emphasizes driving urgency with clients to accelerate behavioral and organizational change using KPI and financial oversight to deliver measurable business improvements.

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.

Nice To Haves

  • Experience managing budgets of $10M+ and/or previous business ownership.

Responsibilities

  • Deliver quantifiable and sustainable value for clients, impacting income statements, balance sheets, cash flow, and overall quality of life.
  • Lead the development, implementation, training, and evaluation of business solutions that address specific client challenges.
  • Identify, oversee, and clearly communicate the scope of work, timelines, and deliverables in coordination with the assigned Assistant Director or Senior Project Director.
  • Manage the full client relationship, from opportunity origination through project completion and review.
  • Ensure administrative duties, including invoicing and reporting, are completed accurately and on time.

Benefits

  • Comprehensive benefits (upon transition to W-2 employee role)
  • Travel covered by the company
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