Business Development Resources
  • Profit Coach
  • 51000-58000 per year $51,000 - $58,000
  • Salary
  • Full Time

Medical, Dental, Vision, EAP, 401K, Paid Vacation, Paid Holidays

Business Development Resources (BDR) is the premier provider of business training and coaching services to HVAC contractors. Our goal is simple: empower our clients with our industry experience and information to give them the knowledge and skills they need to drive profit and growth in their business. We are currently looking for a Financial Onboarding and Processing Specialist to join our team and embark on their career with BDR! If you are someone that is detail oriented, a strong communicator, and proactive then this might be a job for you!

Job Title: Financial Onboarding and Processing Specialist

Department: Profit Coach Work Hours: 7:00 am to 4:00 pm, Monday through Friday, some weeknights, and some weekends.

Pay Rate: $51,000 - $58,000

Benefits: Medical, Dental, Vision, EAP, 401K, Paid Vacation, Paid Holidays

Primary Job Function: The Financial Onboarding and Processing Specialist facilitates the efficient operation of the assigned department by performing a variety of clerical and administrative tasks. This work will include various department-specific projects.

Daily Duties:

  • Processing of client financial statements as necessary
  • Complete onboarding of new Financial Coach accounts
  • Work with clients to set foundational structure in accounting software
  • Retrieves information as requested from records, email, minutes, and other related documents; prepares written summaries of data when needed.
  • Responds to and resolves administrative inquiries and questions.
  • Update and maintain templates
  • Update Financial Coach resources as directed
  • Complete reporting as directed
  • Use the tools and resources as provided within the guidelines specified
  • Maintain client files and appropriate electronic documentation as directed
  • Treat all internal and external customers, clients, and co-workers with respect
  • Other duties as assigned

Why work for Us?:

  • Our average employee tenure is over 5 years we really are a great place to work!
  • Our team is truly passionate about helping our clients be successful
  • Caring ownership and management
  • Clear expectations and communication
  • Great place for career advancement with training and support from the team
  • Lots of long term clients
  • Fun! Yet professional


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