Accountability Partner

Credit Counsel Elite | Remote | 1099 Independent Contractor | $5000/m (Full-Time Equivalent hours) | Typical hours: 8am-5pm PST About the Role The Accountability Partner is responsible for guiding members through the Credit Counsel Elite journey, ensuring they understand the strategy, take meaningful action, and make measurable progress toward their funding goals. This role combines coaching, education, accountability, proactive member support, and relationship management. It also includes identifying opportunities to increase member value through continued engagement, relevant events, premium programs, and appropriate upsell or cross-sell recommendations. Success is measured by member progression and outcomes, quality of the member experience, retention, and the ability to recognize and support appropriate growth opportunities. This is a proactive coaching role, not a traditional customer support position. What You'll Do Guide Members Through Their Journey Lead onboarding and scheduled coaching calls, helping members understand the program, their roadmap, and what comes next. Take ownership of assigned members through their designated stages of the journey, including coordinated handoffs when needed. Keep members focused on the established roadmap, with a goal of measurable progress toward funding within their first 90 days. Ensure every coaching conversation ends with clear next steps, assigned actions, and the next call scheduled. Adapt coaching to each member's credit profile, financial circumstances, goals, and level of understanding. Coach, Teach, and Build Confidence Guide members through the appropriate course content before applying strategies. Reinforce and clarify concepts through one-on-one coaching. Confirm members understand the strategy before helping them apply it to their unique situation. Recognize when members need additional explanation, encouragement, or a more direct approach. Help members work through obstacles while keeping them focused on their next milestone. Drive Accountability and Member Progress Proactively monitor member engagement, coursework, assigned actions, and progress toward milestones. Follow up when members fall behind, become disengaged, or need additional direction. Have constructive but direct conversations when members aren't completing their responsibilities. Identify potential roadblocks early and help members develop a clear path forward. Advocate for both the member's success and the integrity of the program's process. Maintain Accurate Records and Communicate Clearly Keep member records, coaching notes, milestones, next actions, and follow-up dates accurate and current. Follow established workflows, coaching scripts, SOPs, and communication standards. Coordinate with Member Success Managers and internal teams to provide a consistent member experience. Identify and elevate concerns related to member satisfaction, retention, billing, or program expectations to the appropriate team. Maintain professionalism and discretion when discussing sensitive financial information. Help Us Continuously Improve Share observations about common member challenges, confusing course content, or gaps in the member journey. Provide constructive feedback to the Director of Fulfillment as we continue improving our curriculum, coaching methods, and member experience. Participate in team meetings, training, and ongoing process improvements. Support members participating in our extended programs, including Inner Circle, as responsibilities are defined. In addition to guiding members toward their funding goals, the Accountability Partner plays an important role in helping members recognize and access opportunities for continued growth within Credit Counsel Elite. This includes: Identify appropriate next-step opportunities: Understand each member's goals, progress, challenges, and future ambitions to recognize when additional programs, services, or support may be beneficial. Introduce higher-ticket offerings: Confidently explain the value of Inner Circle and other premium programs when they align with a member's needs and readiness. Promote events and educational experiences: Proactively invite and encourage members to participate in relevant workshops, Bootcamps, live events, and additional educational opportunities. Support upsell and cross-sell opportunities: Recognize natural opportunities to introduce complementary offerings, explain their benefits, address initial questions, and coordinate the next steps with the appropriate team member. Guide continuation conversations: Help members understand their options for ongoing support beyond their initial program, particularly as they achieve milestones or approach the end of their current engagement. Identify retention risks: Recognize when a member is disengaging or questioning the value of their membership and take proactive steps to address concerns. Document and follow through: Record member interest, recommendations, referrals, and opportunities in the appropriate tracking systems to ensure timely follow-up. What We're Looking For (Requirements) Experience in coaching, customer success, account management, client services, or another high-touch, relationship-driven role. Experience coaching individuals in a B2C coaching, education, or membership program. Strong interpersonal skills and the ability to build trust quickly. Confidence leading conversations, providing direction, and holding people accountable. A natural ability to explain concepts clearly and adapt your communication style to different personalities and levels of understanding. Strong organization, follow-through, and attention to detail. Comfort working with people who may be frustrated, overwhelmed, skeptical, or navigating challenging financial circumstances. The ability to balance empathy with accountability. Willingness to follow established processes while contributing thoughtful feedback for improvement. Confidence learning new systems, technology, and program materials. A proactive mindset — you recognize when someone needs help before they have to ask. Bonus Qualifications (Nice to Have) Familiarity with personal credit, business credit, credit optimization, or funding strategies. Experience supporting members through a structured 60–90-day program. Experience improving coaching curriculum, member engagement, or customer success processes. You do not need to be a credit expert to apply. We'll provide training on our programs, strategies, and systems. We're more interested in finding someone with strong coaching instincts, excellent communication skills, and the ability to help people take action. What Success Looks Like You'll be successful in this role when: Members understand where they are in their journey, what they're working toward, and what they need to do next. Members consistently complete assigned coursework and actions, demonstrating understanding before moving forward. Coaching calls are productive, focused, and result in clear next steps. Members make measurable progress toward their credit and funding goals, particularly during their first 90 days. At-risk or stalled members are identified and supported proactively. Member records and follow-up commitments are consistently maintained. Members experience a coordinated, supportive journey rather than disconnected coaching conversations. While individual funding outcomes depend on many factors, your responsibility is to provide the structure, coaching, and accountability that give members the best opportunity to progress. Company: Credit Counsel Elite Location: Remote Reports To: Director of Fulfillment Schedule: Flexible within established member coaching and team collaboration needs. Some evening availability may be required. We value work-life balance and understand that flexibility matters. Our focus is on consistent member support, meeting agreed-upon performance expectations, and delivering results rather than unnecessary rigidity in daily scheduling. #J-18808-Ljbffr Credit Counsel Elite