POSITION SUMMARY
The SBU Strategy & Planning Senior Manager supports key operational activities, department planning and strategic analysis on behalf of the Strategic Business Unit. Reporting to the EVP of Core Client Operations, the Senior Manager enables efficient and timely operation of the department, serves as a liaison across corporate groups and will be instrumental in the unit’s continued growth and evolution as a client-facing service. You will work closely with cross-functional teams to streamline processes, drive efficiency, and ensure seamless client service delivery.
This position requires a strong background in operations, finance, data analysis and project management, coupled with executive communication skills and problem-solving abilities.
ABOUT CARDONE VENTURES
Our mission is to help business owners achieve their personal, professional, and 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, accountable, transparent, disciplined, aligned, and results oriented. This company operates nationally and is growing by the day.
OBJECTIVES
- Generate and maintain comprehensive reports on department performance, project milestones, and financial outcomes
- Support the day-to-day operations of the client-facing department and identify operational inefficiencies and recommend improvements to enhance productivity and client/team satisfaction
- Manage the creation and submission of training for new team members of the department and collaborate with Corporate PMO to improve processes and content as practices and tools evolve
- Lead ad-hoc business data analysis and reporting, as directed by the EVP, offering insights and recommendations to drive strategic decisions
- Lead the internal professional development forum for select members of the SBU Advisor community
- Lead new Client administration, including contracting, on-boarding,integration and hand-off from the Platform Team
- Administer and analyze SBU Client surveys and feedback to support strategic decision making
- Conduct routine client service agreement audits and proactively communicate needs for contract renewal to senior management
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
- Three work from home days per month (4/month during June-August)
- Employee Assistance Program through Guardian
- 401k 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 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 Mentorship Program
- Continued 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 Marketing
- Uncapped 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 commission
COMPETENCIES
- Strong attention to detail and a focus on optimizing processes for efficiency and effectiveness, as well as ability to develop, implement and monitor best practices across the department
- Confidence and tact to hold leadership and executive team accountable to deadlines through proactive communication, clear accountability and discipline necessary for department growth
- Proven track record in managing multiple projects and delivering results on time and within budget
- Strong analytical skills with a proactive approach to problem-solving and process improvement
- Comfortable analyzing financial reports and presenting key insights to stakeholders
- Highly proficient in Excel/Google Sheets in order to generate data analyses and internal reports
- Familiar with principles of effective project management, in order to keep track of various projects and on-going tasks.
EDUCATION AND EXPERIENCE
- Bachelor’s degree in Business, Finance, Operations Management, or a related field
- 5-7 years of experience in a business operations, planning or internal strategy role, preferably in a client-service industry
- Experience with Asana Project Management software preferred
PHYSICAL REQUIREMENTS
- Prolonged periods sitting at a desk and working on a computer
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 @cardoneventures.com. Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.
