Innovative Consultant -SMB Business Operations / Management
About The Position
Manage a portfolio of 5â6 small business clients in a hybrid model. Youâll act as a financial firefighter and strategic coach, driving urgent change, real results, and lasting impact where it matters most. 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. Youâll start by mastering Cogent methodology and client approach, then quickly move to support our clients in driving financial improvement by executing proper operational and sales methods. As an Innovative Project Director, you'll act as Co-CEO, rolling up your sleeves to drive change with our clients and collaborating with your internal team (PATs, Accounting, Marketing, Recruiting, and BD PD). You will drive urgency with our clients to help drive behavior and organizational change, and will improve clients' businesses through monitoring KPIs and finances. Travel Expectations This is a hybrid consulting model that requires approximately 3 days of domestic travel per week. You will work remotely with clients on non-travel days.
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 driverâs 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
101-250 employees
