I am the founder of a growing energy brokerage and am seeking an experienced Fractional COO or Business Operations Consultant to help clean up, structure, and scale my business.
This role is hands-on, not advisory-only. I’m looking for someone who has built systems, organized teams, and implemented processes in service-based or commission-driven businesses.
The business has strong revenue potential, but needs tighter structure, accountability, systems, and clarity to scale efficiently.
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Primary Responsibilities
• Audit current business structure, workflows, and operations
• Build or refine organizational structure & role clarity
• Create and document SOPs for sales, operations, and admin
• Improve CRM usage, deal tracking, renewals, and reporting
• Design sales operations systems (handoffs, accountability, pipeline tracking)
• Implement KPIs and performance dashboards
• Help streamline communication between leadership, sales, and admin
• Reduce operational bottlenecks and inefficiencies
• Support leadership with execution and accountability
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Ideal Candidate Has Experience With
• Fractional COO or senior operations roles
• Service-based or commission-driven businesses
• Sales teams (agents, brokers, reps, closers)
• CRM systems (HubSpot, Salesforce, GoHighLevel, etc.)
• Scaling small businesses into organized, repeatable operations
• Turning chaos into clarity
Energy, real estate, brokerage, or financial services experience is a PLUS but not required.
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