The Business Coach will;

• Oversee the delivery of Business Intelligence reports and analytical insight to support the analysis of trends, opportunities or operational issues.
• Participate in design and development curriculum, reports based on business registration, requirements and requirements for the Quarterly Executive expectation.
• Provide a high level of data analysis, accurate output of data and reports based.
• Establish overall data quality approach for organization and monitors/addresses data quality issues on an ongoing basis.
• Represent the ‘voice of the customer’ in terms of needs.
• Collaborate with product development, services, and sales to create high quality and repeatable solutions for customer.

• Maintain a robust understanding of the needs and challenges of entrepreneurs at different stages of business and sectors in order to create tailored learning solutions.
• Conduct intake assessments and capture a comprehensive profile of the client’s background, skills, business development stage, market opportunities, and goals.
• Create individualized learning plans and connect clients to support services laid out in the plan, including but not limited to coaching, classes, and direct business services.
• Proactively make referrals to the Lending Department when clients demonstrate a relevant financing need and an appropriate level of loan readiness.
• Make effective client-coaching pairings by maintaining a deep familiarity of the Business Coaching team members’ unique backgrounds, skills, and coaching style.
• Provide continuous follow up with clients to evaluate progress of coaching projects and client satisfaction.
• Foster a high level of utilization of the business coaching program by active loan clients and communicating the benefits of coaching to prospective clients.
• Work closely with lenders to create targeted learning plans to support existing and prospective borrowers in addressing specific loan readiness gaps.
• Maintain regular communication with client’s lender, sharing information on client needs, status updates on coaching projects and potential issues as they arise.
• Proactively monitor progress of coaching clients in the lending pipeline and facilitate loan-readiness by connecting clients to resources.
• Coordinate with lenders to refine and add to clients’ learning plans.
• Contribute to the strategic direction of the Business Coaching program by discovering and implementing strategies that will maximize the program’s effectiveness in getting loan-ready clients across the finish line and sustaining their success post-loan.
• Identify skills gaps and assist in the recruitment, onboarding and training of new, highly qualified persons.
• Contribute to the efficiency of the processes by developing automation and streamlining solutions.
• Provide administrative and communications support to ensure an excellent customer experience for all assigned coaching clients.
• Oversee the lifecycle from processing applications, setting project goals and objectives, coach pairing, monitoring, communications, payments and scholarship processing, project close-out, and related functions.
• Convert intake assessment reports into client service plans including setting up coaching projects, classes, loan inquiries or other services as appropriate.
• Record and maintain accurate and up-to-date client records in CRM for access to funding opportunities.
• Other coaching operations and administrative duties as assigned.
• Responsiveness to coach questions, concerns, and requests.
• Assist with monthly invoicing to ensure accurate, and timely payment of clients.
• Ensure consistent communications, assessment tools, processes, and systems are used across both Learning and Lending departments.
• Maintain a monitoring dashboard and provide a monthly report covering borrower coaching utilization and related accomplishments, metrics, and recommendations

• Degree in Business, Business Management or Business Psychology.
• Relevant and proven experience in business management, training, planning and coaching.
• Experience in small business development and entrepreneurship
• Proficiency in assessing small business needs and opportunities
• Excellent communication and customer service skills
• Strong analytical, problem solving skills and strategic thinking.
• Ability to work effectively in a fast-paced, dynamic environment and manage multiple projects simultaneously.

BlueBrain Services IS AN EQUAL OPPORTUNITY EMPLOYER. It is our policy to provide equal employment opportunity to all persons, regardless of age, race, religion, color, national origin, gender identity, genetic information, sex, sexual orientation, political affiliation, marital status, non-disqualifying physical or mental disability, membership, or non-membership in an employee organization, or on the basis of personal favouritism or other non-merit factors, except where otherwise provided by law.