Operations Consultant

Cardone Ventures Career • Scottsdale, AZ

5d • Onsite

About The Position

The Platform Review Business Operations Consultant builds trusting relationships with clients, gathers detailed information about their businesses, and helps plan for future 10X growth. The role oversees an assigned portfolio of high-end clients and works with cross-functional internal and external teams to improve client efficiency, growth, and profitability. Using business acumen and accurate data gathering, the consultant identifies business blind spots and helps top management plan and implement advanced strategies.

The consultant leads client strategy conversations and serves as the primary point of contact for assigned clients. They collaborate with Marketing Managers and Finance Managers to research, develop, and deliver a 10X360 Platform Review that provides a 10-year growth plan, set client KPIs and revenue-generating objectives, and guide clients through a seven-month journey focused on their overall business strategies. The role also requires reporting on client progress, maintaining client data, addressing issues, and supporting engagement and retention.

This is a full-time, fully onsite position at the Scottsdale, Arizona office, with travel of up to 5%.

Requirements

• Bachelor’s degree in Business or a related area of study, or equivalent work experience.
• At least 3 years of work experience in business consulting or management, working directly with clients.
• Demonstrated experience working with business frameworks such as SWOT analysis.
• Financial acumen, including an in-depth understanding of a profit and loss statement.
• Knowledge of business development, risk analysis, and cost management.
• Understanding of how to conduct competitor analysis to identify opportunities clients may not currently be exploring.
• Understanding of KPIs and metrics used to measure performance.
• Ability to handle high call volume and heavy administrative responsibilities while documenting data.

Responsibilities

• Lead weekly targeted strategy conversations with clients and collaborate with Marketing Managers and Finance Managers on short- and long-term outcomes.
• Maintain a consistent pipeline of clients confirmed for delivery 90 or more days in advance.
• Research, build, and deliver a 10X360 Platform Review that outlines a 10-year growth plan for assigned clients.
• Set client KPIs and revenue-generating objectives aligned with their strategic business initiatives.
• Guide clients through a seven-month journey to shift their perspective on their overall business strategies.
• Serve as the lead point of contact for all matters related to assigned clients.
• Ensure timely and successful delivery of solutions according to client needs and objectives, identifying areas for improvement to support business growth.
• Prepare and deliver regular weekly reports on each client’s status and progress to the Leadership Team.
• Capture client metrics, including financials, customer data, employee data, and sales statistics.
• Interact with clients at in-person events during delivery of their 10X360 Platform Review.
• Identify and resolve client issues and problems professionally.
• Foster strong client relationships as a trusted advisor to support engagement, a 90% or greater call show rate, and retention.
• Keep other Platform Review Managers on track to support on-time delivery.
• Follow up consistently with clients who are late or absent from calls and get them back on the calendar promptly.
• Ensure clients provide all applicable and correct data for analysis during Marketing, Finance, and Operational calls.
• Document client data in HubSpot, Asana, and other applicable systems while managing high call volume and administrative responsibilities.

Benefits

• Medical, dental, and vision coverage for employees and dependents.
• 401(k) with up to 3% company match.
• Paid parental leave: 8 weeks for the primary caregiver and 4 weeks for the secondary caregiver, plus one month remote for both.
• Vacation and sick time that increases with tenure.
• Gym membership.
• Meal prep service discounts.
• Pet insurance through SPOT.
• Employee Assistance Program through Guardian.
• Professional development reimbursements for outside courses and certifications.
• 10X Mentorship Program.
• Internal education resources across Sales, Operations, Finance, People, and Marketing valued at more than $250,000.
• Uncapped commission eligibility for all team members.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level