Service Coach

4 weeks ago


Seattle, United States Business Development Resources Full time
Job DescriptionJob Description

Business Development Resources (BDR) is the premier provider of business training and coaching services to HVAC contractors. Our goal is simple: empower our clients with our industry experience and information to give them the knowledge and skills they need to drive profit and growth in their business. We are currently looking for a Service Coach to join our team and embark on their career with BDR If you are detail-oriented, a strong communicator, and proactive, then this might be a job for you

Job Title: Service Coach

Work Hours: 7:00 am - 4:00 pm, Monday through Friday, Monday through Friday, some weeknights, and some weekends. Overnight travel is also required. A component of this position is traveling to your client's business for hands-on process improvements within the business. Travel is limited to once per month, 3 - 4 per day on average.

Location: Remote. Work from your home office, taking 4 client calls per day, offering some flexibility to your daily schedule

Pay Rate: $110K - $200K, depending on experience and performance

Benefits: 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

Primary Job Function: To assist our clients in identifying areas of opportunity within their service department, resulting in maximum labor utilization, improved GPMD, exceptional team member job satisfaction, and an outstanding customer experience  

Daily Duties:

  • Communicate all scheduling considerations to the Support Coach promptly 
  • Approve the schedule as produced by the Support Coach within 48 hours of receipt 
  • Conduct client calls as scheduled by the Support Coach 
  • Responsible for completing/clearing client calls in contact management software  
  • Create and review client management plans with the Senior Coach and work on the plan with clients. 
  • Create and communicate client call plans 
  • Review/offer insight on the financial statements as produced by the Support Team with the client on call following receipt of documents 
  • Recommend process improvements to clients and /or additional training where needed for staff to help reduce the time needed to perform services 
  • Assist the client in writing procedures, approve write-up as part of BDR philosophy, and implement with the team. 
  • Write clear, concise call summaries with measurable action items using the Profit Coach template 
  • Complete call summaries as specified in the associated procedure 
  • Request clients' email verification of completed items or review/confirm during a client call  
  • Follow up with clients within agreed time frames.  
  • Review/train the client on how to use BDR resources 
  • Train clients on the proper use of all Profit Coach forms/documents introduced to the client
  • Email all support documentation to the client within agreed upon deadline 
  • Maintain accurate records of outbound and inbound correspondence with clients, including timely updates to companies' CRM/scheduling and completed call process 
  • Maintain client binders and appropriate electronic documentation 
  • Write clear and concise business case studies, ROI Reports, and Improvement results, along with opportunity dollars based on successful adaptation and implementation. 
  • Inform the Senior Coach when there is a concern with the progress or status of an existing client promptly 
  • Treat all clients and coworkers with respect 
  • Respond to all emails within 24 hours of receipt, even if this means saying further research is needed 
  • Maintain computers as directed by the IT Department 
  • Use the tools and resources as provided within the guidelines specified 
  • Maintain an organized workspace 
  • Maintain sufficient office supply stock (Off-site coaches only) 
  • Complete all reporting as directed 
  • Write business articles with engaging and compelling content for our multiple audiences using proper outline and sentence structure 
  • Contribute to training sessions as requested  
  • Be available for Senior Coach meetings as scheduled 
  • Attend client events as directed 
  • Attend and participate in training sessions as scheduled 
  • Other duties as assigned

Why work for Us?:

  • Named in Seattle Business Magazine for Washington's Best Companies to Work For list for 2022
  • Our average employee tenure is over 5 years, so we are a great place to work
  • Our team is truly passionate about helping our clients be successful
  • Caring ownership and management
  • Clear expectations and communication
  • Great place for career advancement with training and support from the team
  • Lots of long-term clients
  • Fun Yet professional

**WE ARE A 100% DRUG-FREE AND TOBACCO-FREE EMPLOYER**

Candidates will be required to pass a background check and drug test upon being given a conditional offer of employment.


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