Operations Specialist - 10X Business Coach

Cardone Enterprises IncAventura, FL
14d

About The Position

As an Operations Specialist , you will have the opportunity to support one of Grant Cardone's fastest growing business units - 10X Business Coaches. This role is instrumental in ensuring seamless delivery of client services by optimizing processes, coordinating across teams, and advancing project execution from setup to closure.

Requirements

  • Demonstrated calm under pressure, with strong organizational and project coordination capability.
  • Excellent written and verbal communication skills for both internal teams and external clients.
  • Proficiency with advanced Excel, CRM systems (Go High Level preferred), project management tools (Monday preferred), and Google Suite.
  • Experience planning or supporting events/logistics.
  • Client-focused, solution-oriented mindset, able to troubleshoot creatively and effectively.
  • Adaptable and proactive—thrives in fast-paced, dynamic environments.

Nice To Haves

  • Experience planning or supporting events/logistics.
  • Client-focused, solution-oriented mindset, able to troubleshoot creatively and effectively.
  • Adaptable and proactive—thrives in fast-paced, dynamic environments.

Responsibilities

  • Operational Process Management: Develop, standardize, and refine internal workflows for client account setup, onboarding, contract processing, and program launch.
  • Cross-Functional Liaison: Facilitate collaboration between delivery, sales, legal, finance, and technical teams to ensure smooth operational handoffs.
  • Client Onboarding & Support: Lead intake and launch processes; conduct structured onboarding calls; monitor and follow up on client milestones.
  • Account Lifecycle Coordination: Manage all phases—setup, modifications, renewals, cancellations—ensuring accurate documentation and policy compliance.
  • Event & Program Logistics: Coordinate logistics for training sessions, workshops, or client events; handle venues, materials, communications, and equipment.
  • Systems & Tools Efficiency: Optimize CRM (e.g., Go High Level), Monday, and internal dashboards for better tracking and visibility.
  • Data & Reporting: Build and maintain Excel dashboards; provide operational KPIs and ad-hoc reports to inform decision-making.
  • Issue Resolution & Escalation: Identify bottlenecks or risks in operations; collaborate with relevant stakeholders to resolve and escalate where needed.
  • Continuous Improvement: Drive assessments of operational gaps, recommend enhancements, and support change implementation.
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