Business Account Manager

POSITION SUMMARYThe Platform Review Business Account Manager's primary role is to create trusting relationships with our clients while gathering detailed information about their businesses to better plan for their future 10X exponential growth. This role oversees a high-end portfolio of assigned clients and will liaise with cross-functional internal and external teams to improve their efficiency, growth, and profit through accurate data gathering and uncovering business blind spots through conversation. They incorporate their solid business understanding, skills, and abilities as they help top management plan and implement advanced strategies. This individual should be an A-team player with an exceptionally high belief and sharp business acumen to exceed goals.ABOUT CARDONE VENTURESOur 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 LIKEClients that are eager, excited and engaged weekly during and outside of structured call topicsBeing proactive in communication and planning to connect "why" clients are being asked targeted and intentional questions into "what" they will see in immediate actions and overarching deliverable componentsOBJECTIVESDriving weekly targeted strategy conversations that build collaboration and support from the Marketing Manager and Finance Manager to short and long-term outcomesHaving a consistent pipeline of clients confirmed for delivery 90+ days outResearch, build, and deliver a remarkable 10X360 Platform Review that paints a 10-year growth plan for assigned clientsSet KPIs and Revenue Generating Objectives for client that align with the strategic initiatives of their businessWork collaboratively with cross-functional teams, including Marketing Managers and Finance Managers, to develop a comprehensive 10X360 Platform ReviewGuide clients through a seven-month journey to shift their perspective on overall strategies in their businessOperate as the lead point of contact for all matters specific to an assigned clientEnsure the timely and successful delivery of our solutions according to client needs and objectives by identifying areas of improvement to meet business growth objectivesPrepare and deliver regular weekly reports on each client's status and progress to the Leadership TeamCapture key client metrics (e.g., client financials, customer data, employee data, and sales statistics)Interact with clients at in-person events during the delivery of their 10X360 Platform ReviewIdentify and resolve any issues and problems faced by clients in a professional mannerEnsure a high level of client engagement (90% or greater call show rate) and retention through fostering a strong business relationship as their trusted advisorCOMPETENCIESDemonstrated experience working with proven business frameworks (e.g., strengths, weaknesses, opportunities, and threats [SWOT] analysis)Possess financial acumen (i.e. in depth understanding of a P&L)Knowledge of business development, risk analysis, and cost managementUnderstanding of how to conduct a successful competitor analysis to help clients consider potential opportunities they are not currently exploringUnderstanding of critical key performance indicators (KPIs) and metrics in order to measure performanceAbility to keep other Platform Review Managers on track in order to successfully bring through to delivery on timeComfortable following up consistently with clients who are late or absent to calls in order to get them back on the calendar in a timely mannerAbility to ensure the client has provided all applicable and correct data for Cardone Ventures to analyze for the purpose of their Platform build during all Marketing, Finance, and Operational CallsAbility to handle a higher call volume than other Platform Managers and heavy administrative responsibilities by documenting all data in HubSpot, Asana...etc.EDUCATION AND EXPERIENCEBachelor's Degree in Business or related area of study, or equivalent work experienceAt least 3 years' work experience in business consulting or management, working directly with clients10X TOTAL REWARDSMedical, dental, and vision for FT positions and their dependentsVacation and sick time policy that increases based on tenure with the companyThree work from home days per month (4/month during June-August)Employee Assistance Program through Guardian401k with Company match (estimated to launch in Q1 2025)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 bothEmployee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep servicesProfessional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship ProgramContinued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and MarketingUncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commissionPHYSICAL REQUIREMENTSProlonged periods sitting at a desk and working on a computerThis position will require travel: up to 5%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 @. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.

Created: 2025-01-29