Sr. Client Concierge Coordinator

Onsite Location: Scottsdale, AZ

Compensation: $65,000,000 to $75,000 annually

 

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.

 

SUCCESS LOOKS LIKE

• Consistently maintain strong, personalized relationships with high-value clients, ensuring a high level of satisfaction through timely responses, tailored service, and effective problem-solving.

• Successfully mentor junior concierge coordinators, elevating their performance through training on best practices, customer service standards, and company tools, resulting in consistent, high-quality client interactions across the team.

• Consistently maintain detailed up-to-date records of all client interactions, preferences, and issues in the CRM system, ensuring seamless tracking and communication across departments with no gaps in client information or service delivery.

 

OBJECTIVES

• Build and maintain strong relationships with high-value clients. Understand their requirements, preferences, and objectives to provide personalized and tailored service.

• Act as the main point of contact for clients, handling inquiries, resolving issues, and providing timely and accurate information.

• Keep track of client payments event over event to ensure they keep their 10X360 status.

• Conduct reminder calls to clients who are behind on their 10X360 payments.

• Hold onboarding meetings with 10X360 clients to support their needs.

• Coordinate with various departments within the company to ensure seamless service delivery.

• Assist clients with their requests ensuring complete accuracy and data tracking.

• Address client concerns or complaints promptly and effectively, ensuring a high level of customer satisfaction.

• Guide and mentor junior concierge coordinators, providing training on customer service best practices and company policies.

• Proactively identifying opportunities to upsell or cross-sell additional services to existing clients.

• Anticipate client needs and make recommendations to enhance their experience.

• Maintain accurate records of client interactions, requests, and preference.

 

COMPETENCIES

• Proven experience in a customer service or client-facing role, ideally within a luxury or high-end service environment.

• Excellent interpersonal and communication skills, both written and verbal.

• Proficiency in using customer relationship management (CRM) software and other relevant tools.

• Ability to problem solve internal and external issues.

• Ability to work within Stripe and Netsuite.

• Demonstrated experience deescalating client situations and maintaining a positive reputation of the CV brand.

• Ensure response to client inquiries occur within a 24-hour timeframe.

• Substantial experience with G-Suite (Sheets, Documents, Gmail, Calendars, Slides).

 

EDUCATION AND EXPERIENCE

• At least 2 years’ experience in a customer service role in a professional environment.

 

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 Ment