Operations Advisor

Compensation: $110k-$140k annually

Location: Scottsdale, AZ

Workplace Setting: Fully Onsite

 

POSITION SUMMARY
The Home Services Advisor is responsible for business operational advisory and consulting of 12-15 Cardone Ventures clients and the daily review and monitoring of their operational activities and data. As a fractional COO for the client, they will prepare metrics reports, generate operational process recommendations, and leverage their financial and operational experience to guide client business decisions. The Operations Advisor will also investigate ways to improve operational efficiency and effectiveness, and distinguish the strategic positioning of each client's business to maximize revenue and profit potential through various stages of growth opportunities including expansion, mergers, or acquisitions. This individual will play a key role in assisting Cardone Ventures clients with achieving their transformational growth plans by setting operational objectives, planning business development strategies with other team members, and holding the members accountable to the plan. For home services clients, including plumbing, HVAC, electrical, and plumbing based businesses, this includes optimizing dispatch, technician performance, call center operations, customer experience, and profitability.

 

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

• Approaching each client's business as if it is your own, to truly become an extension of their management team and fully embrace that your success is directly linked to theirs such that it inspires you to get creative and do whatever it takes to ensure their growth
• Creating measurable impact in areas such as technician performance, call conversion, job profitability, and customer satisfaction in home services businesses
• Constantly working towards complete alignment and accountability between the client and team to help achieve results faster, and being able to evolve communication and inspire others as needed to make this happen
• Leveraging data as the basis for all recommendations and outcomes so clients never have to question the ROI of working with you

 

OBJECTIVES

• Leverage data to recommend business growth strategies and lead the collaboration between multiple functional advisors and client stakeholders to ensure execution that results in clients target attainment
• Partner with clients to optimize key home services processes such as scheduling, dispatch, call center performance, inventory management, and technician productivity to drive profitability and customer satisfaction
• Establish daily metrics to monitor and report on client performance, analyzing data and trends to adjust strategy and escalate opportunities to the owner and CV leadership, as appropriate
• Support the implementation of field management systems (e.g., ServiceTitan, Jobber, Housecall Pro) to ensure accurate data tracking, reporting, and accountability across all operational areas
• Conduct weekly touch base calls with each client to ensure progress tracking, problem solving, alignment, and working sessions can be coordinated cross functionally to drive recommendations and business growth forward
• Ensure Cardone Ventures operational best practices are consistently implemented across clients' businesses, including daily metrics tracking, daily all team meetings, best practice process documentation, and effective leadership duplication
• Work with business owners to develop repeatable systems that improve customer experience consistency from first call to job completion and follow up
• Coach clients on leadership and team development by leveraging tools like the R3 Assessment
• Work cross functionally with team members to prioritize objectives that will have the greatest impact on revenue and profitability
• Influence internal and external stakeholders through effective communication to ensure buy in to recommendations and accountability to follow through on action items

 

COMPETENCIES

• Strong data driven mindset, with the ability to translate client performance insights into actionable strategies
• De