Home Services Operations Advisor

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, and electrical 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 upscale opportunities to the owner and CV leadership, as appropriate Support the implementation of field management systems (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 Deep understanding of home services operations, including call center metrics, technician utilization, average ticket optimization, and service to replacement conversions Possesses an understanding of intermediate financial concepts and how to leverage them in order to create business priorities and initiatives Experience interpreting and influencing P and L statements specific to service based businesses, including cost of goods, labor efficiency, and job profitability Excellent communication skills including active listening, leading through questions, and the ability to give direct feedback to facilitate team collaboration and client accountability Demonstrate consistency over time to create quantitative results for clients Ability to preserve and maintain client retention by increasing business revenue and profitability Can successfully operate as the quarterback for assigned team to guide other Advisors through onboarding, quarterly business reviews, touchbase calls, etc. Can successfully facilitate and guide new clients through on boarding in a timely manner Knowledge of how to create a Process Tracker for an organization and walk them through the development of SOPs Skilled in coaching owners and operations leaders to scale teams through effective delegation, technician development, and leadership pipelines Ability to guide the owner through the process of duplicating themselves and key leaders, in order to increase focus on business growth

EDUCATION AND EXPERIENCE

Bachelor's Degree in Business, Management, Operations/Logistics, or related area of study, or equivalent work experience At least 5 years work experience managing or influencing business operations in a broad based capacity within a results driven environment Experience coaching businesses or owning/managing a home services business preferred Medical, dental, and vision (employee + dependents) 401(k) with up to 3% company match Parental leave: 8 weeks fully paid (primary caregiver) / 4 weeks fully paid (secondary) + 1 month remote for both Vacation and sick time that increases with tenure Pet insurance through SPOT Employee Assistance Program through Guardian Professional development reimbursements for outside courses and certifications $250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing Uncapped commission eligibility for all team members

PHYSICAL REQUIREMENTS

Prolonged periods of time standing, speaking, walking, and/or sitting at a computer Reasonable accommodations may be made to enable individuals with disabilities to perform the essential requirements

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. Cardone Ventures uses AI-assisted tools as part of our recruiting process. These tools may be used to support resume screening, candidate outreach, or initial assessments. All hiring decisions are made by our People team and hiring managers. If you have questions about our process please contact us. #J-18808-Ljbffr Cardone Ventures