Role Overview

COO / Integrator

Seven Figure Agency

Justin

Reports to Josh & Yesenia Nelson

Effective 2025

The Role

The COO / Integrator is the operational backbone of Seven Figure Agency — translating vision into execution, aligning every team around shared targets, and driving the company from $6M to $10M with a minimum 25% net margin while delivering a world-class member experience.

Reports Directly To

Josh Nelson & Yesenia Nelson — Co-Visionaries

Visionaries Define

Strategic direction, financial guardrails, positioning, and expansion initiatives.

COO Ensures

Disciplined execution inside those boundaries. Operational friction does not flow upward unless thresholds are crossed.

Core Responsibilities — Stacked in Order of Priority

Integrate & Align

Primary Mandate

Ensure the entire leadership team is aligned to the same quarterly priorities with zero cross-functional gaps.

Responsibilities

Translate Visionary direction into clear quarterly execution plans
Align Marketing, Sales, Member Success, Coaching, and Finance around shared targets
Run the weekly leadership meeting cadence and quarterly planning rhythm
Surface and resolve cross-department friction immediately
Enforce clarity on ownership, deadlines, and deliverables
Protect focus by preventing initiative overload

Executive Dashboard Ownership

The COO owns the company scoreboard.

—Maintain a unified executive dashboard across all core functions
—Define KPI standards and ensure consistent reporting definitions
—Eliminate conflicting numbers between departments
—Provide real-time visibility into revenue, margin, retention, pipeline, and capacity
—Drive data-based decision making at the leadership level

If the numbers are unclear, the COO fixes the system. If the numbers conflict, the COO resolves the truth. No decisions are made off fragmented data.

Own the Numbers

Primary Mandate

Ensure predictable performance toward $10M revenue and 25%+ net margin minimum.

Responsibilities

Maintain a 90-day rolling revenue forecast
Forecast pipeline velocity and retention trends
Monitor margin performance and enforce financial guardrails
Protect 97%+ blended retention
Review monthly P&L and proactively correct variance
Ensure departmental KPIs ladder directly to company-level targets
Identify early warning signals in revenue, cost structure, or delivery capacity

There are no surprise shortfalls. If performance slips, it was visible in advance.

Build the Machine

Primary Mandate

Engineer a scalable infrastructure that supports growth without margin erosion or experience degradation.

Responsibilities

Document and optimize core operational systems
Eliminate bottlenecks across departments
Architect capacity planning tied to revenue pacing
Align hiring plans with margin targets
Monitor revenue per employee and fulfillment efficiency
Reduce operational risk, vendor dependency, and key-person exposure
Improve at least one meaningful process per quarter

Organizational Health & Energy

Scaling is operational and human. The COO protects leadership cohesion and sustainable performance.

—Maintain alignment and trust across the leadership team
—Resolve conflict directly and quickly
—Monitor workload capacity to prevent burnout
—Protect quarterly focus from distraction
—Uphold high standards without creating unnecessary internal pressure

Growth should feel controlled and focused, not chaotic.

Develop the Team

Primary Mandate

Build a leadership layer capable of scaling to $10M and beyond.

Direct Oversight

Member Success
Sales
Marketing
Finance & Operations

Responsibilities

Establish clear departmental scorecards
Conduct direct accountability conversations
Develop second-layer leadership depth
Ensure performance standards are upheld
Address underperformance quickly and decisively
Reinforce a culture of ownership, clarity, and execution

The company must run on systems, not heroics.

Decision Authority

The COO Is

✓Executes vision on operational matters
✓Responsible for resource allocation tied to quarterly priorities
✓Accountable for cross-functional execution
✓The escalation point before issues reach the Visionaries

Operating Within

→Financial guardrails set by Josh Nelson
→Strategic direction set by Yesenia Nelson
→Operational friction does not flow upward unless thresholds are crossed

What Success Looks Like at $10M

📈

Revenue predictable and paced

💰

Net margin sustained at or above 25%

🔒

97%+ retention protected

⭐

Member experience consistently elite

🤝

Leadership team cohesive and self-sufficient

⚙️

Systems documented and scalable

Visionaries Focused On

Strategy, brand, and expansion — not operational execution.

The company feels calm while growing.

Compensation

Base Salary

$135K

Guaranteed annual

Bonus Target

$30K

$7,500 per quarter

Max Annual Bonus

$45K

$11,250 per quarter

On-Target Earnings$165,000Max Earnings$180,000

Profit Margin · 60%

25% → 100%

$4,500 target · $6,750 max

Revenue · 20%

$540K → 100%

$1,500 target · $2,250 max
★ Revised annually

Retention · 20%

97% → 100%

$1,500 target · $2,250 max

⚠ Profit gate: If quarterly net margin is below 23%, no bonuses are paid for that quarter across all three metrics. Full details in the accompanying compensation plan document.

View Full Compensation Plan