Summary
Provide personal and professional support to Certified EOS Implementer and Coach Steve Morris to manage a thriving coaching practice and development of a 31 acre farm, Sweet Earth Orchard.
https://www.linkedin.com/in/stephenamorris/
https://www.eosworldwide.com/stephen-morris
https://stevemorriscoaching.com/
Here’s What Inspires Me: https://youtu.be/7Aww3w3AlXk
Roles and Responsibilities include:
Client Management
· Provide stellar customer service experience to all clients and external stakeholders
· Manage the sales funnel, regularly booking new consulting sessions that meet monthly sales goals
· Coordinate meetings, book space and coordinate meals
· Maintain client birthday list and send birthday messages
Business Development
· Support generation of target market lead lists
· Support and coordinate introductions to new prospects
· Monitor follow up cadence
· Maintain CRM records
Administrative
· Support scheduling, including balancing of professional and personal tasks
· Coordinate sensitive and complex calendars, resolve conflicting demands, coordinate meeting logistics for participants, and provide the necessary documentation
· Monitor and manage internal and external communication in a timely and efficient manner
· Balance shifting priorities and deadlines
· Attend Zoom meetings & take detailed notes when necessary
· Partner with key internal and external stakeholders
· Coordinate various personal projects
· Manage office and coaching session supplies
Requirements
· Estimate 10 hours a week, regular business hours 8-5 Mountain Time.
· Willing to work as a 1099. Compensation by hourly rate
· EOS experience or prior work supporting another EOS implementer is a plus
· Interest in farming, regenerative agriculture and permaculture a plus
· Highly organized with strong attention to detail
· High level of business acumen and ability to make sound judgment calls
· Customer service oriented with an emphasis on a positive attitude and enthusiasm
· Independent with the ability to work with little oversight
· Able to develop, apply and follow systems
· Action-oriented
· Advanced writing and communication skills
· Must be proficient in: Microsoft Office suite and Google workplace.
· Ideally, proficient in:
o Ninety.io
o EOSOne Practice Management (Salesforce CRM)
· Local to Longmont, CO (within 30 minutes drive of 80503) is a plus
Core Values
1. The way we do anything is the way we do everything
2. Showing up radiantly alive
3. Switching on a light for others
4. Present and accounted for
Location: Longmont, CO
Posted: Oct. 8, 2024, 7:44 p.m.
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