Business Coach

Overview

Provide coaching to HVAC/plumbing contractors to improve profit and growth.

Key Responsibilities

• business cases
• roi reports
• financial review
• client calls
• crm updates
• process improvement

Tasks

-Write clear and concise business case studies, ROI Reports, and Improvement results, along with opportunity dollars based on successful adaptation and implementation. -Review/offer insight on the financial statements as produced by the Support Team with the client on a call following receipt of documents. -Complete all reporting as directed. -Assist the client in writing procedures, approve write-up as part of BDR philosophy, and implement with the team. -Conduct client calls as scheduled by the Support Coach. -Attend client events as directed. -Contribute to training sessions as requested. -Create and review client management plans with the Senior Coach and work on the plan with clients. -Dedicated support staff to assist with scheduling, documentation, and reporting. -Responsible for completing/clearing client calls in contact management software. -Uphold the highest level of confidentiality and trust -Create and communicate client call plans. -Maintain accurate records of outbound and inbound correspondence with clients, including timely updates to company CRM/Scheduling/completed call process. -This role will enable you to contribute to the well-being of a small business, allowing the owner and their team to achieve their professional and personal goals. -Recommend process improvements to clients and /or additional training where needed for staff to help reduce the time needed to perform services. -Attend and participate in training sessions as scheduled.

Requirements

• hvac
• management
• leadership
• microsoft office
• training
• cloud ops

What You Bring

-A minimum of 5 years of hvac or plumbing industry experience -Ability to create and present training material to clients and team members -A minimum of 3 years in a management/leadership role for a successful contractor business that is GM level or higher -Demonstrated understanding of all core BDR-recommended client procedures and processes -Quality phone presence -Possess moderate typing skills -Demonstrated core leadership skills -Ability to confront issues head-on using tact and diplomacy -Strong active listening skills -Ability to create/direct sound business strategy and adhere to the plan -Consistent, actionable knowledge transfer to those we serve -Fully cloud-based operations allow easy access to documents. -Demonstrated strength in the understanding of human relationships and connections -Ability to motivate and encourage others -Strong communication skills, verbally and in writing -Understanding the importance of selling up and managing labor -Proven processes and procedures are built out for you to follow. -Ability to fluently navigate the Operations Manual -Proficient in Microsoft Outlook, Word, Excel, and PowerPoint

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Benefits

-BDR-supplied basic office equipment and supplies to set you up for success as a Head Coach! -Great place for career advancement with training and support from the team -Our average employee tenure is over 7 years; we are a great place to work! -Full benefits package: 401k with employer 3% matching; Medical insurance provided with minimal employee contribution (with HRA), Supplemental insurances, EAP, employer-provided life insurance/AD&D, 3.08 hours of accrual of PTO biweekly, 6 paid holidays off, and much more! -Internet reimbursement of up to $75 per month! -Extend your stay during business travels and enjoy the local culture! Travel reward points earned are yours to use personally!

About Bdr - Business Development Resources

-Delivers tailored business coaching, workshops, and virtual classes for HVAC, plumbing, and electrical firms. -Clients range from small contractors to large distributors—typical projects include profit mapping and business planning. -Has been named one of Washington's top workplaces multiple years in a row for culture and retention. -In 2024–25, recognized as 'Best in Consulting' and part of Washington's Top 100 Places to Work.

Sector Specialisms