Operation HOPE · 17 hours ago
Financial Wellbeing Coach, Small Business
Operation HOPE is a non-profit organization committed to fostering economic empowerment and financial inclusion. They are seeking a passionate and experienced Small Business Coach to guide aspiring and existing small business owners, offering tailored support and resources to help them succeed.
CommunitiesFinanceNon Profit
Responsibilities
Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
Analyze financial information obtained from clients to determine strategies for meeting client’s financial objectives
Provide guidance on business plan creation, business operations, marketing strategies, and growth opportunities
Facilitate small business workshops and training sessions covering credit and money management and various aspects of entrepreneurship
Answer client’s questions about the purpose and details of financial plans and strategies
Deliver engaging content on topics such as business planning, financial management and marketing
Ability to deliver 8-Week Business Development Programs as assigned throughout the year
Connect clients with relevant resources, networks, and support services
Stay informed about government programs, grants, and other opportunities available to clients
Collaborate with community partners to enhance the support system for entrepreneurs
Track the progress of small businesses through coaching sessions and regular assessments
Evaluate the impacts and outcomes of clients during the coaching program. How many graduated from the program, how many small businesses were created, and other data as requested
Provide feedback to clients and adjust coaching plans as needed
Build and maintain relationships with local businesses, chambers of commerce, and community organizations
Represent Operation HOPE at networking events and engage with stakeholders to enhance program visibility
Qualification
Required
Bachelor's degree is preferred, however, will consider comparable 2+ years of work experience in the financial industry
Flexibility to deliver evening workshops to meet clients needs as determined
Comfortable with meeting monthly and annual production goals
Ability to meet tight deadlines and maintain effective time management
Proven experience in small business coaching, consulting, or entrepreneurship
Strong knowledge of business planning, financial management and marketing strategies
Ability to empathize with and understand the unique challenges faced by small business owners
Strong Presentation Skills, both in-person and virtually: The ability to facilitate group workshops, maintain engagement, and navigate participant inquiries
Possess cultural competency and the ability to support diverse backgrounds
Multitask oriented – the right candidate must have the ability to begin, manage and complete several projects and program relationships simultaneously
Excellent communication and interpersonal skills
Proficiency in MS Word, Excel, and PowerPoint will be required in this position
Access to personal transportation that will allow them to travel within the designated market
Company
Operation HOPE
Operation HOPE is a non-profit organization providing financial literacy empowerment & economic education to youth and adults. It is a sub-organization of Operation Hope Ventures.
Funding
Current Stage
Growth StageTotal Funding
$2.26MKey Investors
The T.D. Jakes FoundationDelta Community Credit UnionU.S. Department of Commerce
2025-04-15Grant· $0.45M
2024-12-06Grant· $0.01M
2024-02-07Grant· $0.6M
Leadership Team
Recent News
Morningstar.com
2025-12-10
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