Business Coach

Job Description

Are you a “take control” type of person who thrives in an exciting, challenging and fast paced environment? Want to help people grow and do something with purpose? Do you want to be part of an organization that will help you reach your full potential? Then read further…

We’re looking for a talented, enthusiastic and dedicated individual that thrives in a fast-paced environment. If you like being the key to success, the one everyone else depends on, if you excel at solving problems, quickly taking control of a situation and seeking resolution, if you have solid experience in Sales, Sales Management and/or Operations for a Sales Organization… then this is for you!

As a Coach for our organization, you would be responsible for coaching & training a book of business (approximately 30 HVAC contractor owners and their employees), reaching or exceeding company goals & KPI’s, managing projects within a CRM and project management system, and contributing to the Coaching & Training Department. The ideal candidate for this position comes from a strong sales organization background, is resourceful, organized, a problem solver, detail-oriented, an expert communicator with strong listening skills and a team player.


Primary Purpose: Coach Contractors by helping them Make Money (Phase 1). This is your and SBE’s #1 objective, all the while maintaining 100% customer satisfaction. This will be accomplished by implementing the following key tools into the contractor’s business:

  • Integrate the SBE App into 100% of the business you are coaching
  • Teach Building Sales Champions Process
  • Taking Quiet Market Share
  • Service and Equipment Pricing for Profit
  • Defer all Phase 2 & Phase 3 activities to the Business Advisor.

(Get the Business Advisor involved with any business conversations that fall outside of the Phase 1: Make Money topics listed above.)

Job Duties Level 1:

  • Understand and describe to contractors the following processes:
    • Welcome Call
    • App/Dashboard Rollout
    • Goal Setting
    • Coaching from the Dashboard
    • Building Sales Champions Sales
    • Process (Suspect, Prospect, Quality, Closable)
    • Current Business Opportunity (CBO)
  • Understand, manage, and perform proficiently daily activities by following SBE’s standard operating procedures using the following tools:
    • Zoom – conduct coaching sessions via web conference and manage all call recordings
    • DropBox – manage contractors’ files, assist with account activation and Box Tools installation
    • Zoho CRM – create and/or modify coaching calls, record call notes, internal notes, contacts/people, tasks and projects
    • Google Calendar and Apptoto (online booking)
  • Schedule bi-monthly training with each contractor
  • Sign-up contractors for additional SBE provided training; super conference, boot camps, and local training
  • Complete Objective Management Group’s Certification on the Sales Evaluation
  • Review daily dashboards to monitor KPIs, performance, and contractor engagement

KPI’s for this Role:

  • 95%+ of Contractors and their Technicians using the SBE App
  • 100% of Technicians have goals set in the SBE App
  • 75%+ 1 year retention rate and
  • 65%+ 2 year retention rate
  • 80%+ Contractor training attendance
  • Mutually agreed upon goals for upcoming contractor training registrations
  • Revenue and earnings (captured during Business Advisor Review)
  • Completion of SBE Dashboard case study for each contractor over a 12 month period


  • Demonstrated experience in understanding business principles as well as a solid understanding of coaching principles as it relates to
  • Demonstrated facilitation, coaching, training experience
  • Demonstrated experience working with small businesses
  • Very strong communication skills, including the ability to listen objectively
  • Ability to work in a collaborative and multi-disciplinary framework
  • Demonstrated passion and drive in customer service
  • Passionate about developing skills and knowledge-base
  • Attention to detail and information
  • Self-starter with an entrepreneurial spirit
  • Operate with a high degree of integrity
  • Able to work independently with little supervision while following company processes
  • Must be self-motivated
  • Must have strong analytical and problem-solving skills
  • Must be able to work in a team environment
  • Ability to learn quickly and apply knowledge
  • Highly proficient in Microsoft Office applications (Word, Excel, PowerPoint)
  • Knowledge of any CRM a plus
  • Knowledge of online file sharing a plus
  • HVAC or service related industry experience a plus


BS/BA in a business related field preferred (Business, Marketing, Accounting, Management, Sales)

Supervisory Responsibility

This position has no supervisory responsibilities

Work Environment

This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and multifunctional printers.

Position Type

  • This is an exempt, full-time position, normally 40 hours per week. This position is based on results; therefore, occasional evening and weekend work may be required as job duties demand.
  • Hours of work are Monday through Friday, normally 5:30am – 3:30pm

About SBE

SBE – Service Business Evolution is an industry-leading business development, project management and training company in Phoenix, AZ. We offer comprehensive solutions to help HVAC (heating, ventilation and air conditioning) company owners across the USA and Canada grow profitable, scalable and sustainable businesses. Our team focuses on providing the very best customer service and business training available. Our team of hard-working and dedicated Coaches, Trainers, and Support specialists help HVAC owners set aggressive goals and implement strategies that will transform their companies into industry leaders and job creators.

Interested in this position?