The Operations Advisor is responsible for providing consultative support and broad-based business solutions for 12-15 Cardone Ventures' clients. The Operations Advisor will partner with these clients to align goals, maximize efficiency, and maintain a competitive focus through the implementation of sound business practices and the effective integration of Cardone Ventures support platforms. This individual will initiate client onboarding and transitions, set objectives, plan business development strategies, and hold clients accountable to the plan. The successful incumbent will possess a keen business mind and strong relationship skills as well as the ability to work within a highly fast-paced and team-centric environment.
ABOUT CARDONE VENTURES
Our mission is to help business owners achieve their personal, professional, and financial goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process: we are inspirational, disciplined, accountable, transparent, aligned, and results oriented. This company operates nationally and is growing by the day.
OBJECTIVES
Conduct weekly/monthly follow-up with clients to fine-tune the strategies needed to improve operational effectiveness
Preserve client retention by managing up and proactively bringing solutions to the Director(s)
Preserve annual client retention rate based off of annual metrics determined
Hit stated revenue increases YOY for SBU client book of business
Maintain the targeted EBITDA increase YOY for SBU client book of business overall (target subject to being variable based on industry and breakpoints)
Work collaboratively with cross-functional teams, including Finance, Marketing, Human Resources, and Professional Development, to develop monthly strategies, quarterly plans, and annual plans for clients
Lead and execute a seamless integration experience for new Cardone Ventures clients
Establish priorities for the client's business so they can prepare for and manage changes in their strategy and operations
Recommend solutions for operational challenges by working collaboratively with the Finance Advisor
Ensure that all improvements and changes in the client's business are aligned with their overall business goals and mission
Prepare and facilitate Quarterly Business Reviews to provide clarity on achievements and opportunities for each client
Track, measure, evaluate, and report on progress toward achieving targets while adjusting the strategy and escalating concerns as appropriate
Ensure that Strategic Business Unit (SBU) team initiatives are aligned and working synergistically to address individual client needs
Share priorities and roadblocks proactively with the Leadership Team for additional guidance
Use financial, marketing, and human resources data to help the business make critical decisions that impact operations
Be responsible for directly and indirectly interacting with the Cardone Ventures Operations Team to improve all systems and processes that drive the success of the business
COMPETENCIES
Can successfully operate as the "quarterback" for the Strategic Business Unit to guide other Advisors through onboarding, quarterly business reviews, touchbase calls...etc.
Demonstrate consistency overtime to create quantitative results for clients
Ability to preserve/maintain client retention by increasing business revenue and profitability
Possesses an understanding of intermediate financial concepts and how to leverage them in order to create strategies
Ability to develop quarterly/annual business reviews and strategic plans for the client
Ability to interpret performance data to inform client decisions
Can successfully facilitate and lead the new integrating clients into the Strategic Business Unit in a timely manner
Ability to guide a client through the establishment of organizational KPIs, and departments/individual department metrics alongside implementing a consistent tracking method
Knowledge of how to create a Process Tracker for an organization and walk them through the development of SOPs
EDUCATION AND EXPERIENCE
Bachelor's Degree in Business, Management, Operations/Logistics, or related area of study, or equivalent work experience
At least 5 years' work experience managing or influencing business operations in a broad-based capacity within a results-driven environment
Experience coaching businesses or owning/managing a business preferred
10X TOTAL REWARDS
Medical, dental, and vision for FT positions and their dependents
Vacation and sick time policy that increases based on tenure with the company
Three work from home days per month (4/month during June-August)
Employee Assistance Program through Guardian
401k with Company match (estimated to launch in Q1 2025)
Pet Insurance through SPOT for your 10X pets!
Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both
Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services
Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program
Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing
Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission
PHYSICAL REQUIREMENTS
Prolonged periods sitting at a desk and working on a computer
COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates, and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers@cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity