Momentum Ambassador

Company Description

Legacy Navigator™ helps business owners and aspiring owners move their most important decisions forward, across three connected pathways: Ownership, helping people work through whether and how to buy a business the right way; Capital Alignment, helping people get financially ready to move forward with confidence; and Operations, supported by ELEV8 Growth Systems, connecting existing service business owners with the right partners to fix what is not working. Legacy Navigator™ replaces guesswork with a disciplined, step-by-step system built around real clarity rather than pressure. It is not a coaching program, a franchise brokerage, or a course, but a comprehensive, structured system designed to help business owners move forward confidently, wherever they are starting from.

Role Description

The Momentum Ambassador is a remote role at Legacy Navigator™, supported by ELEV8 Growth Systems, focused on being the first real conversation someone has when they reach out about any of the three pathways: Ownership, Capital Alignment, or Operations. In this role, the Ambassador conducts genuine, structured conversations with prospective and current participants, helps them understand where they stand, and guides them toward the right next step, whether that is completing the Ownership Assessment, working through the Capital Diagnostic, or connecting with the right Operations Network partner. Daily activities include managing communication by email, phone, and virtual meetings, documenting progress in internal systems, and coordinating handoffs across all three pathways. This is a relationship role, not a sales role. The Momentum Ambassador builds trust through patience and genuine follow-through, never by chasing, and collaborates with the internal team to ensure a consistent, supportive experience for every person, regardless of which pathway they are on.

Qualifications

* Strong communication and relationship-building skills, including active listening, thoughtful questions, and the ability to explain a structured process in plain, accessible language

* Experience in client success, coaching, advising, or relationship-based coordination, ideally across more than one kind of program or client need

* Solid organizational and time management abilities, including tracking multiple ongoing relationships and next steps accurately in a CRM or similar system

* Comfort with remote work tools, including video conferencing and basic productivity software, and the ability to work independently with minimal supervision

* Genuine interest in business ownership, financing and capital readiness, or the operational side of running a service business, since conversations will span all three

* High level of integrity, professionalism, and discretion when handling sensitive personal and financial information

* Prior experience in a structured advisory, financial readiness, or business operations support environment is a plus, though not required

* A bachelor's degree in business, communications, or a related field is helpful but not required with equivalent practical experience