Operations Advisor (Home Services Focused)

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, electrical, and plumbing based businesses, this includes optimizing dispatch, technician performance, call center operations, customer experience, and profitability.

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.

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

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 escalate opportunities to the owner and CV leadership, as appropriate

Support the implementation of field management systems (e.g., 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

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

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

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

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

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.