Coach clients toward building highly profitable, self-managing PM companies Facilitate client commitment and change through coaching conversations Onboard clients and ensure timely setup of dashboards and forecasts Review client dashboards and forecasts to understand data Develop fluency in interpreting financial data Conduct coaching calls using ProfitCoach methodologies Provide timely, accurate, and relational client support Contribute ideas to the evolution of coaching tools, content, and methodologies Participate in training and continuous improvement initiatives