Financial Services Account Manager

Compensation: $70k - $90k annually

On-site Location: Scottsdale, AZ

Position Summary

The primary function of the Financial Services Account Manager is to ensure the department meets the needs of Roadmap & Accounting services clients. As a key point of communication, a successful Account Manager will proactively find solutions & maintain positive relationships.

This role supports the Financial Services department sales processes, functions & logistics. The Account Manager should have exceptional communication & problem solving skills. To be successful in this role the Account Manager must be resourceful, analytical, adaptable & organized with the ability to build rapport with clients.

About Cardone Ventures

Our mission is to help business owners achieve their personal, professional, and 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, accountable, transparent, disciplined, aligned, and results-oriented. This company operates nationally and is growing by the day.

SUCCESS LOOKS LIKE

• Clients feel as though CV has an understanding of their business and unique needs, and trust us to deliver value through the services
• Serving as the cornerstone of the Financial Roadmap and 10X Accounting Services, providing essential client knowledge and account management upon which the entire framework depends
  
  

OBJECTIVES

• Operate as lead point of contact for any and all matters specific to your accounts, specifically focused on establishing relationships and escalating internal & external stakeholder needs
• Closes contracts sourced through outbound and inbound sales activity
• Manage departmental sales processes, diagnostics & contracts
• Maintaining our department databases with the up to date information
• Building & maintaining strong, long-lasting customer relationships
• Matching the right product to the right customer while deepening client relationships with expanded product lines
• Performs touch-base calls with all clients each quarter and provides feedback to leadership for continuous improvement
• Ensure the timely and successful delivery of Business Services according to internal & external stakeholders needs & objectives
• Work with corporate accounting team to manage department AR fulfillment
• Develop reporting to measure department targets
• Build reports to communicate department metrics
• Assist with challenging client requests or issue escalations as needed
• Understand and communicate department ability to operate within equilibrium of service demand and resource supply
  
  

COMPETENCIES

• Demonstrate strong proficiency using QuickBooks
• Ability to navigate unique negotiations
• Ability to understand and troubleshoot internal & external stakeholder needs
• Ability to work with project management software (e.g., Asana) and G-Suite (Slides and Docs)
• Strong aptitude for interpreting financial statements
• Ability to analyze financial data and provide insightful feedback for clients
• Understand the need for operational KPIs and how to model financials utilizing business specific drivers.
  
  

Education And Experience

• Bachelor’s Degree in Finance, Accounting, Business or related field, or equivalent work experience
• At least 3 years’ work experience in Finance and Accounting
  
  

10X TOTAL REWARDS

We offer a comprehensive benefits package for full-time employees that includes:

• Medical, dental, and vision for FT positions and their dependents
• Vacation and sick time policy that increases based on tenure with the company
• Employee Assistance Program through Guardian
• 401k with up to 3% Company match
• 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.