Fractional COO for 7-Figure Info Business (Long-Term Role)

Chief Operating Officer (COO) Trading Education Today → Algorithmic Trading Platform Tomorrow Reports Directly to the CEO The Opportunity This is not a standard COO seat. We are hiring the operating partner for a two-stage journey. Today, we run a successful, established trading education business — high-ticket coaching, a growing software product suite, and revenue-critical marketing, sales, and backend sales functions operating through a mix of in-house and partner teams. Next, we are building something much larger: an algorithmic trading business — automated strategy execution, software-driven products, and a platform designed to serve a far bigger market than education alone ever could. This is the company's future, and it will demand world-class operational discipline from day one. The education business is where you prove the model. We view it as the test run for the operating system you will eventually run at scale: install the KPI management and weekly accountability rhythm here first, demonstrate that the metrics that matter can be tracked, owned, and moved — and then carry that same machine into the algo business as it launches and grows. The executive who masters the current business earns the mandate to operate the much larger one. The core mandate in one sentence: Build and run a weekly accountability system that keeps every business-critical KPI visible, owned, and on target — first in the education business, then across the algorithmic trading business as we scale. The Two-Phase Roadmap Phase 1 — The Proving Ground (Now): Education Business Take operational ownership of the current business. Install the company scorecard, run the weekly cadence, and get today's at-risk KPIs — starting with show rate, cost per booked call, and refund rate — measured, owned, and trending in the right direction. Success here isn't just fixing three numbers; it's proving the system works: that any metric which slips gets flagged early, assigned to an owner, and driven back to target without the CEO having to intervene. Phase 2 — The Scale-Up (Next): Algorithmic Trading Business As the algo business launches, you extend the same operating system to an entirely new set of metrics — platform uptime, execution fidelity, user account performance, subscription retention, compliance controls, and unit economics at software scale. You'll help design the operational foundation of this business from the ground up, informed by everything the test run taught us. This is a substantially larger business with substantially larger stakes, and the COO who ran Phase 1 well will be the one trusted to run it. Core Responsibilities 1. Own the Company KPI Scorecard Build and maintain a single company-wide scorecard covering every revenue-critical metric, each with written green / yellow / red thresholds agreed with the CEO. Assign a named owner to every KPI — a person, not a department. Ensure consistent metric definitions, data sources, and date ranges so trends are real, not reporting noise. Standing rule: any new business-critical metric gets a named owner, a written threshold, and a flag rule within one week of being identified. 2. Run the Weekly Accountability Cadence Publish the Monday Scorecard — every KPI vs. threshold, trend arrows, flags, and open action items — to the CEO at a fixed time each week, without exception. Chair the weekly operations review: each KPI owner presents their numbers, explains variances, and commits to dated action items. Track every action item to completion; nothing leaves the agenda until it's done or formally closed. Enforce the flagging rules: Yellow = owner brings a plan within 48 hours. Red = same-day escalation and a written remediation plan (root cause, actions, owner, return-to-target date) within 48 hours. 3. Coordinate Across Teams and Partners Serve as the single operational point of contact across all departments and external partners, keeping everyone aligned to the same scorecard and standards. Foster strong, collaborative working relationships with partner teams — shared thresholds, shared reporting rhythm, shared wins. Continuously evaluate the operating structure as we grow and advise the CEO on how best to organize teams for the scale-up. 4. Drive Operational Strategy & Efficiency Translate company goals into quarterly operational plans with measurable outcomes per function. Identify bottlenecks across the full funnel (traffic → booked call → show → close → collect → retain) and lead corrective initiatives. Oversee budgets, resource allocation, and ad-spend efficiency in partnership with the CEO. Ensure marketing claims, sales practices, and customer policies remain compliant and consistent — a discipline that becomes even more important in the algo business. 5. Build the Culture of Accountability Coach team leads toward self-flagging: the standard is that owners surface issues before you find them, and you surface them before the CEO does. Build a culture where metrics are discussed openly and misses are diagnosed without blame. Help shape the org design and key hires for the algorithmic trading business as it comes online. Phase 1 KPIs You Own (Weekly Accountability) These are the current core metrics of the education business. Exact green/yellow/red thresholds are set jointly with the CEO in your first 30 days and documented in writing. Phase 2 Preview — The Algo Business Scorecard You'll Design Platform uptime and execution fidelity, live strategy performance vs. targets, subscriber growth and retention, trial-to-paid conversion, support load, compliance controls, and software-scale unit economics. Designing this scorecard — informed by the Phase 1 test run — is part of the job. What Success Looks Like First 10 days: Scorecard live with written thresholds and named owners; weekly cadence running; the currently at-risk KPIs (show rate, cost per call, refund rate) each have an active plan with a return-to-target date. By 30 days: At-risk KPIs back in target range or on a credible dated path; the flagging system functioning — issues surface through owners, not through the CEO's own digging; first draft of the algo-business operational blueprint underway. By 60 months: The education business runs on the accountability system without CEO involvement in day-to-day metrics, and you are operationally leading the launch and scale-up of the algorithmic trading business. Qualifications Required 3+ years in senior operations leadership (COO, VP Ops, Head of Ops, or Integrator role), ideally in high-ticket education, fintech, SaaS, or direct-response businesses Proven track record running KPI-driven accountability systems (EOS/Traction scorecards, weekly L10-style reviews, or equivalent) — you've run this rhythm before, not just read about it Deep fluency in funnel economics: CAC, cost per call, show rate, close rate, refund dynamics, LTV, cash collected Experience coordinating across in-house teams and external partners toward shared metrics Data-first operator: comfortable building dashboards, auditing metric definitions, and keeping reporting honest Genuine excitement about scaling into a technology/fintech product business — this roadmap should be the reason you want the job Strongly Preferred Experience in trading, fintech, or another compliance-sensitive vertical Experience taking a business from services/education revenue into scalable software/subscription revenue Direct-response marketing literacy (paid YouTube/social, webinar funnels, high-ticket phone sales) Character Profile Relentless follow-up muscle — action items don't die on your watch Builds accountability through clarity and consistency, not friction Calm, direct communicator who gives the CEO the truth early Thinks like an owner: treats the test run as seriously as the scale-up Compensation Competitive base salary $60-100k per year.