Job Description

POSITION SUMMARY

The Executive 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
• 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.
• 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
• An intermediate to advance level of financial acumen

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.

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