Innovative Consultant – SMB Business Operations, Management

Cogent Analytics

. Manage a portfolio of 5–6 small business clients in a hybrid consulting model .

Posted 10/22/2026full-timeUnited StatesSeniorLead💰 $130,000 - $165,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong financial literacy and project management skills to drive operational and financial improvements for small business clients. Capable of delivering measurable results through effective client relationship management and strategic coaching.

Highest-signal resume keywords

Financial LiteracyProject ManagementClient Relationship ManagementOperational ImprovementChange Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

P&L AnalysisBalance Sheet ManagementCash Flow ImprovementKPI MonitoringBusiness Solution DevelopmentSales Method ExecutionFinancial Performance ImprovementBudget ManagementMetrics AccountabilityDebt Reduction Strategy

Soft Skills

Problem-SolvingTeam LeadershipCoaching and DevelopmentConflict ManagementPeer Collaboration

Tools & Technologies

Microsoft OfficeFinancial SoftwareDashboardsCRMsProject Management Tools

Industry Keywords

ConsultingSmall Business ManagementOperational ChangeFinancial ImprovementClient Engagement

About the role

Key responsibilities & impact

Manage a portfolio of 5–6 small business clients in a hybrid consulting model
Act as a financial firefighter, strategic coach, and Co-CEO for client businesses
Drive urgent organizational, operational, sales, and financial change
Master and apply Cogent Analytics’ methodology and client approach
Execute operational and sales methods to improve client financial performance and liquidity
Monitor KPIs, dashboards, financial statements, P&L, balance sheets, and cash flow
Develop, implement, train, and evaluate business solutions addressing client challenges
Identify and oversee scope of work, timelines, and deliverables with the Assistant Director or Senior Project Director
Manage the full client relationship from opportunity origination through project completion and review
Deliver quantifiable and sustainable value affecting income statements, balance sheets, cash flow, and quality of life
Collaborate with PATs, Accounting, Marketing, Recruiting, Business Development, Project Directors, and other internal teams
Complete invoicing, reporting, and other administrative duties accurately and on time

Requirements

What you’ll need

Minimum 7–10 years of consulting or equivalent experience, such as business ownership, executive leadership, or multi-unit management
Proven track record of delivering measurable results and driving operational and financial improvement
Experience managing projects and client relationships with strategic, financial, and operational accountability
Strong financial literacy, including analyzing and improving P&L, balance sheet, and cash flow performance
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
Project management and client engagement skills
Problem-solving, change management, team leadership, coaching and development, metrics accountability, financial acumen, debt reduction strategy, conflict management, and peer collaboration skills
Preferred: experience managing budgets of $10M+ and/or previous business ownership

Benefits

Comp & perks

Comprehensive benefits available upon successful transition to a full-time W-2 employee role
Travel is covered by the company
Significant earning potential tied directly to performance and project engagement
Opportunity for review to transition from 1099 contractor to full-time W-2 employee after a minimum 90-day mutual evaluation period