Business Coach for HVAC Contractors

EGIA is a premier contractor development, contractor education, and home services trade association with over 80 years of sustained industry leadership. We are a dynamic workplace committed to our organization's success and known for our sound financial management and stability. We are currently seeking a motivated, energetic, experienced, and quality-focused individual to join our team as a Business Coach. This position can be remote or based in our Sacramento, CA office and reports directly to the General Manager of Contractor University.

Primary Duties & Responsibilities

1. Work directly with contractor members of Contractor University through one-on-one coaching sessions conducted via Zoom

2. Maintain a detailed note-taking process in Salesforce for each member coached

3. Work in conjunction with Account Managers of the Members Services team to ensure engagement and follow through with coaching clients

4. Provide coaching clients with resources located on the Contractor University website, as well as personal insights from HVAC contracting experience

5. Support the organization in securing new clients into the Next Level Coaching (NLC) program

6. Create value through building training and development plans for each NLC client

7. Coordinate a scheduling plan to meet with each NLC client bi-weekly

8. Build roadmaps and coach Contractor University members through the Business Evaluator tool by reviewing submission forms from contractor members and creating customized roadmaps based on member responses

9. Maintain tracking on all coaching and Business Evaluator roadmap activity

10. Serve as a panelist with other Contractor University Business Coaches on a monthly live group Q&A session with member contractors (called Coaches' Counsel events)

11. Create the educational content for and deliver online masterclass events (eg Webinars) on focused topics related to running a successful contracting business.

12. Attend and contribute to weekly Member Services meeting and bi-weekly Coaching Strategy meetings

13. Facilitate communication with member Account Managers in order to create maximum engagement and support members’ business goals

14. Dedication to learn all of the aspects of the Contractor University website training resource materials

15. Occasional travel to workshops or distributor dealer events may be required.

Skills & Specifications

- Comprehensive understanding of HVAC contracting, primarily from a business development perspective

- Ability to work independently with limited supervision and make decisions.

- Strong problem-solving skills and the ability to resolve practical issues.

- Highly organized with excellent project management and multitasking abilities.

- Strong attention to detail.

- Exceptional communication and presentation skills.

- Ability to collaborate effectively with cross-departmental teams.

- Proficiency in using CRM systems, preferably Salesforce.

- Strong grasp on, and overall knowledge of, Microsoft Office applications (Word, Excel, Powerpoint, Outlook)

Education and Qualifications

- Associate degree required, Bachelor’s degree preferred

- Minimum of 5 years of HVAC contracting experience is required.

- Experience within a professional or trade association, contracting or contractor services organization or industry-related business-to-business sales and/or account management experience.

- Experience coaching other contractors on how to achieve business success.

Salary & Benefits

- Beginning base salary of $110,000 per year

- Quarterly bonuses available based on number of coaching calls completed, Business Evaluator roadmaps delivered or new NLC membership sales generated.

- EGIA offers a generous benefits package to all full-time employees that rival the top employee benefit packages available in the industry. EGIA’s employee benefits package includes:

- Nine paid holidays.

- Personal Time Off (PTO)

- Medical & dental insurance for you and your family, plus life insurance and long-term disability coverage for you.

- After 6 months, you are eligible for the company’s 401k plan that pays up to a 4% salary match.

- Annual salary review

- Business casual dress policy

- EGIA is a drug-free environment. Hired applicants will be drug tested.