Job Description
Job Description
About the Role
As an Operations Specialist , you will have the opportunity to support one of Grant Cardone's fastest growing business units - 10X Business Coaches. This role is instrumental in ensuring seamless delivery of client services by optimizing processes, coordinating across teams, and advancing project execution from setup to closure.
Responsibilities
- Operational Process Management: Develop, standardize, and refine internal workflows for client account setup, onboarding, contract processing, and program launch.
- Cross-Functional Liaison: Facilitate collaboration between delivery, sales, legal, finance, and technical teams to ensure smooth operational handoffs.
- Client Onboarding & Support: Lead intake and launch processes; conduct structured onboarding calls; monitor and follow up on client milestones.
- Account Lifecycle Coordination: Manage all phases—setup, modifications, renewals, cancellations—ensuring accurate documentation and policy compliance.
- Event & Program Logistics: Coordinate logistics for training sessions, workshops, or client events; handle venues, materials, communications, and equipment.
- Systems & Tools Efficiency: Optimize CRM (e.g., Go High Level), Monday, and internal dashboards for better tracking and visibility.
- Data & Reporting: Build and maintain Excel dashboards; provide operational KPIs and ad-hoc reports to inform decision-making.
- Issue Resolution & Escalation: Identify bottlenecks or risks in operations; collaborate with relevant stakeholders to resolve and escalate where needed.
- Continuous Improvement: Drive assessments of operational gaps, recommend enhancements, and support change implementation.
Qualifications
- Demonstrated calm under pressure, with strong organizational and project coordination capability.
- Excellent written and verbal communication skills for both internal teams and external clients.
- Proficiency with advanced Excel, CRM systems (Go High Level preferred), project management tools (Monday preferred), and Google Suite.
- Experience planning or supporting events/logistics.
- Client-focused, solution-oriented mindset, able to troubleshoot creatively and effectively.
- Adaptable and proactive—thrives in fast-paced, dynamic environments.
Preferred Skills
- Experience planning or supporting events/logistics.
- Client-focused, solution-oriented mindset, able to troubleshoot creatively and effectively.
- Adaptable and proactive—thrives in fast-paced, dynamic environments.
Grant Cardone Enterprises is committed to creating a diverse environment and is proud to be an equal opportunity employer. All employment decisions, including hiring, promotion, and discipline, will be based on merit and business needs. We do not discriminate based on race, color, religion, gender, sexual orientation, gender identity, age, disability, or any other legally protected status.