Capital Good Fund · 2 weeks ago
Financial Coach and Community Engagement Specialist
United States
Full-time
Remote
New Grad, Entry Level
$52K/yr - $52K/yrCapital Good Fund is seeking a Financial Coach to provide holistic one-on-one Financial Coaching to participants. The role involves building trusting relationships, delivering workshops, and managing client payments while focusing on financial wellness topics such as budgeting and credit building.
Financial Services
Responsibilities
Provide one-on-one financial and health coaching remotely to participants, from inquiry to credit checks and relationship maintenance, such as check-ins and surveys
Ensure Google Work Calendar is up to date and accurate, with client appointments and tasks
Establish and maintain trusting relationships with participants
Develop actionable plans and provide resources to support the client in reaching their financial wellness goals
Deliver prepared financial knowledge workshops to groups of 5-500 either in-person or remotely, using a variety of tools such as PowerPoint, projectors, and Zoom
Assist the Director in developing relationships with community partners
Collaborate with coworkers to maintain and strengthen coaching curriculum and program offerings
Ensure data integrity by taking detailed notes and accurately entering all client data into our customer database. Periodically audit for accuracy to ensure Development has the data required to report to funders
Enter large volumes of data into our database, ensuring accuracy
Maintain participant confidentiality by adhering to all security and communication standards when handling sensitive data or information
Accommodate working late shifts based on client availability
Qualification
Required
Possess a Bachelor's degree or equivalent
Possess strong time management and communication skills
Experience in Customer Service Management programs and familiarity with data input and processing
Attention to Detail: 'Meticulous attention to detail ensures data integrity and consistency'
Data Management: 'Skilled in managing and maintaining large volumes of data.'
Strong time management skills
Must be comfortable with public speaking and presenting, both in-person and virtually, to groups of up to 500
Must be comfortable making cold calls as part of the outreach strategy
Be able to empathize with people of different backgrounds and abilities
Must have access to transportation and be willing to travel to the five GA counties listed below: Dekalb, Gwinnett, Cobb, Fulton, Clayton
Preferred
Experience working in low-income/distressed communities
Experience developing community and business partner relationships
Experience in financial services, business, or economics
Experience in social work or the social service industry
Familiarity with managing coaching/client relationships
Experience in Salesforce, Google Suite, and Zoom
Fluency in spoken and written Spanish
Company
Capital Good Fund
Capital Good Fund is a community development financial firm that provides loans and financial services.
Founded in 2009
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$3.62MKey Investors
First Citizens BankTruist FoundationBankNewport
2024-04-05Series Unknown· $1M
2024-01-14Grant
2023-07-18Grant
Leadership Team
Andrew Posner
Founder & CEO
Karim Belle, MBA
Chief Operating Officer
Recent News
Providence Business News
2025-10-16
2025-08-07
Company data provided by crunchbase