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Client Relationship Manager for Business Growth

2 months ago

Scottsdale, Arizona, United States Cardone Ventures Full time

POSITION SUMMARY

The primary responsibility of the Strategic Business Account Executive is to cultivate strong relationships with clients while collecting comprehensive insights about their enterprises to facilitate their ambitious growth plans. This role manages a premium portfolio of designated clients and collaborates with various internal and external teams to enhance their operational efficiency, expansion, and profitability through meticulous data collection and identifying business opportunities through dialogue. This individual should be a high-performing team member with exceptional business insight and a keen sense of strategy to surpass objectives.

ABOUT CARDONE VENTURES

Our mission is to empower business owners to realize their personal, professional, and financial aspirations through the advancement of their enterprises. We operate across multiple sectors and offer strategic business guidance through educational programs, live events, partnerships, and investments. Our core values serve as the foundation of our organization and direct our recruitment process: we are inspirational, disciplined, accountable, transparent, aligned, and results-oriented. This company is expanding nationally and continues to grow.

OBJECTIVES

  • Conduct research, develop, and present an exceptional 10X360 Platform Review that outlines a decade-long growth strategy for assigned clients.
  • Establish KPIs and revenue-generating goals for clients that align with their strategic business initiatives.
  • Collaborate with cross-functional teams, including Marketing and Finance Managers, to create a comprehensive 10X360 Platform Review.
  • Lead all client communications throughout the Platform Review process and act as the primary contact for client inquiries.
  • Guide clients through a six-month journey to transform their perspectives on overarching business strategies.
  • Serve as the main point of contact for all matters concerning assigned clients.
  • Ensure the timely and successful delivery of solutions tailored to client needs and objectives by identifying areas for improvement to achieve business growth.
  • Prepare and present regular updates on each client's status and progress to the Leadership Team.
  • Document current and future expansion strategies for clients to support their scaling efforts.
  • Capture essential client metrics (e.g., financial data, customer insights, employee statistics, and sales figures).
  • Engage with clients at in-person events during the execution of their 10X360 Platform Review.
  • Identify and address any challenges faced by clients in a professional manner.
  • Ensure a high level of client engagement and retention by fostering a robust business relationship as their trusted advisor.

COMPETENCIES

  • Proven experience utilizing established business frameworks (e.g., SWOT analysis).
  • Strong financial acumen (i.e., in-depth understanding of profit and loss statements).
  • Knowledge of business development, risk assessment, and cost management.
  • Ability to conduct effective competitor analysis to help clients explore untapped opportunities.
  • Understanding of critical key performance indicators (KPIs) and metrics for performance measurement.
  • Capability to keep other Platform Review Managers on schedule to ensure timely delivery.
  • Comfortable with consistent follow-ups with clients who may miss calls to reschedule promptly.
  • Ability to ensure clients provide all necessary and accurate data for analysis during all Marketing, Finance, and Operational discussions.
  • Capacity to manage a higher volume of calls than other Platform Managers and handle extensive administrative tasks by documenting all information accurately.

EDUCATION AND EXPERIENCE

  • Bachelor's Degree in Business or a related field, or equivalent professional experience.
  • A minimum of 3 years of experience in business consulting or management, directly engaging with clients.

PHYSICAL REQUIREMENTS

  • Extended periods of sitting at a desk and working on a computer.
  • This position may require occasional travel.

COMMITMENT TO DIVERSITY

As an equal opportunity employer dedicated to addressing the needs of a diverse workforce, Cardone Ventures acknowledges that a varied staff, reflective of our community, is essential to a successful and ethical business. We hire local talent at all levels without regard to race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively promote inclusion in all forms within our organization and in our interactions with clients, candidates, and partners.