Innovative Consultant -SMB Business Operations​/Management

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 U.S.

Important Fit

Note:

If your background centers on project coordination, Agile/Scrum facilitation, workflow boards, timeline management, or status reporting, this role will not align with your experience.

You’ll 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 accelerate behavioral and organizational change using KPI and financial oversight to deliver measurable business improvements.

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.

• 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.

• 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, CRM, and project management tools.
• Valid driver's license and current auto insurance.
• Preferred:
  Experience managing budgets of $10M and/or previous business ownership.

• Project Management and Client Engagement
  :
  The ability to utilize internal Project Management tools while integrating proper strategy with client management
• Problem Solving
  :
  Quickly identifies root causes; offers practical and effective solutions; uses reason even when dealing with emotional topics
• Change Management
  :
  Communicates changes effectively and builds broad consensus; monitors transition and evaluates results
• Team Leadership
  :
  Proven experience leading teams and multi‑departmental management; exhibits confidence in self and others; inspires trust and motivates others to perform well; embraces feedback
• Coaching & Development
  :
  Skilled at identifying skill gaps, running role plays, coaching role plays, and driving urgency; displays willingness to make decisions; supports and explains reasoning for decisions.
• Metrics Accountability
  :
  Obsessed with dashboards, reports, and KPIs, leveraging them to manage up, down, and across.
• Financial Acumen
  :
  Ability to evaluate the health of the business through the balance sheet and company performance through P&L.
• Improve Client Liquidity
  :
  Develop a proper Debt Reduction Strategy and improve the overall profitability of the business.
• People‑Oriented
  :
  Possess a high EQ and readily able to connect and build relationships with clients, their staff, and Cogent team members.
• Peer Collaboration
  :
  …