Business Account Manager

Business Account Manager

The 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.

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.

Clients that are eager, excited and engaged weekly during and outside of structured call topics

Being 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 components

Driving weekly targeted strategy conversations that build collaboration and support from the Marketing Manager and Finance Manager to short and long-term outcomes

Having a consistent pipeline of clients confirmed for delivery 90+ days out

Research, build, and deliver a remarkable 10X360 Platform Review that paints a 10-year growth plan for assigned clients

Set KPIs and Revenue Generating Objectives for client that align with the strategic initiatives of their business

Work collaboratively with cross-functional teams, including Marketing Managers and Finance Managers, to develop a comprehensive 10X360 Platform Review

Guide clients through a seven-month journey to shift their perspective on overall strategies in their business

Operate as the lead point of contact for all matters specific to an assigned client

Ensure the timely and successful delivery of our solutions according to client needs and objectives by identifying areas of improvement to meet business growth objectives

Prepare and deliver regular weekly reports on each client's status and progress to the Leadership Team

Capture 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 Review

Identify and resolve any issues and problems faced by clients in a professional manner

Ensure a high level of client engagement (90% or greater call show rate) and retention through fostering a strong business relationship as their trusted advisor

Demonstrated 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 management

Understanding of how to conduct a successful competitor analysis to help clients consider potential opportunities they are not currently exploring

Understanding of critical key performance indicators (KPIs) and metrics in order to measure performance

Ability to keep other Platform Review Managers on track in order to successfully bring through to delivery on time

Comfortable following up consistently with clients who are late or absent to calls in order to get them back on the calendar in a timely manner

Ability 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 Calls

Ability to handle a higher call volume than other Platform Managers and heavy administrative responsibilities by documenting all data in HubSpot, Asanaetc.

Bachelor's Degree in Business or related area of study, or equivalent work experience

At least 3 years' work experience in business consulting or management, working directly with clients

Prolonged periods sitting at a desk and working on a computer

This position will require travel: up to 5%

Full-time employees receive:

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

Gym membership, 100% paid

Meal prep service discounts

Pet insurance through SPOT

Employee Assistance Program through Guardian

Professional development reimbursements for outside courses and certifications

10X Mentorship Program

$250K+ in internal education resources across Sales, Operations, Finance, People, and Marketing

Uncapped commission eligibility for all team members

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.