POSITION SUMMARY

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 determine the effectiveness of operations processes and 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 cross-functionally between other SBU Advisor functions to ensure there is alignment and continuity between client’s top business objective, prioritizing those that will have the greatest impact on revenue and profitability
• 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
• Track, measure, evaluate, and report on progress toward achieving targets while adjusting the strategy and escalating concerns as appropriate
• Use financial, marketing, and human resources data to help the business make critical decisions that impact operations
• 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
• 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
• 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
• Ability to guide the owner through the process of duplication in order to work with other stakeholders in the business

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

PHYSICAL REQUIREMENTS

• Prolonged periods of time standing, speaking, walking, and/or sitting at a computer
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential requirements

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.

Job Type: Full-time

Pay: $110,000.00 - $140,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Vision insurance

Experience level:

• 3 years

Weekly day range:

• Monday to Friday

Application Question(s):

• How many years of operation's strategy and planning experience do you have?
• How many years of process improvement and implementation experience do you have?
• How many years of experience do you have in finance strategy, planning and/or acumen (i.e. forming a strategy based on a P&L or Income statement)?
• Are you comfortable working onsite? (Schedule is in-office)

Ability to Commute:

• Scottsdale, AZ 85251 (Required)

Ability to Relocate:

• Scottsdale, AZ 85251: Relocate before starting work (Required)

Work Location: In person