Senior Client Concierge Coordinator - Scottsdale - Cardone Ventures

Description

POSITION SUMMARY

The Senior Client Concierge Coordinator is a role responsible for providing exceptional customer service and support to high-value clients attending our 10X360 events. They act as a point of contact between the company and its clients, ensuring that their needs are met and their expectations are exceeded. The Senior Client Concierge Coordinator plays a vital role in ensuring client satisfaction, fostering loyalty, and contributing to the overall success of the company by delivering exceptional service experiences.

This role also requires strong project management skills, as it involves coordinating client-related tasks, timelines, and deliverables across multiple departments to ensure seamless execution and proactive follow-through.

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

• Consistently maintain strong, personalized relationships with high-value clients, ensuring a high level of satisfaction through timely responses, tailored service, and effective problem-solving.
• Successfully mentor junior concierge coordinators, elevating their performance through training on best practices, customer service standards, and company tools, resulting in consistent, high-quality client interactions across the team.
• Consistently maintain detailed up-to-date records of all client interactions, preferences, and issues in the CRM system, ensuring seamless tracking and communication across departments with no gaps in client information or service delivery.
• Effectively manage multiple client service projects and timelines, ensuring deliverables, action items, and communications are completed on schedule through strong project management practices.

OBJECTIVES

• Build and maintain strong relationships with high-value clients. Understand their requirements, preferences, and objectives to provide personalized and tailored service.
• Act as the main point of contact for clients, handling inquiries, resolving issues, and providing timely and accurate information.
• Keep track of client payments event over event to ensure they keep their 10X360 status.
• Conduct reminder calls to clients who are behind on their 10X360 payments.
• Hold onboarding meetings with 10X360 clients to support their needs.
• Coordinate with various departments within the company to ensure seamless service delivery.
• Assist clients with their requests ensuring complete accuracy and data tracking.
• Address client concerns or complaints promptly and effectively, ensuring a high level of customer satisfaction.
• Guide and mentor junior concierge coordinators, providing training on customer service best practices and company policies.
• Proactively identifying opportunities to upsell or cross-sell additional services to existing clients.
• Anticipate client needs and make recommendations to enhance their experience.
• Maintain accurate records of client interactions, requests, and preferences.
• Collaborate with internal teams and utilize project management tools to track deliverables, deadlines, and client-related initiatives, ensuring alignment and accountability across departments.
• Support the PMO and Events teams by managing client-related tasks, timelines, and follow-ups to improve operational efficiency and project execution.

COMPETENCIES

• Proven experience in a customer service or client-facing role, ideally within a luxury or high-end service environment.
• Strong organizational and project management skills, with the ability to manage multiple priorities, timelines, and deliverables simultaneously.
• Excellent interpersonal and communication skills, both written and verbal.
• Proficiency in using customer relationship management (CRM) software and other relevant tools.
• Ability to problem solve internal and external issues.
• Ability to work within Stripe and Netsuite.
• Demonstrated experience deescalating client situations and maintaining a positive reputation of the CV brand.
• Ensure response to client inquiries occur within a 24-hour timeframe.
• Substantial experience with G-Suite (Sheets, Documents, Gmail, Calendars, Slides).
• Experience coordinating cross-functional projects and working within project management platforms (such as Asana, Smart sheet and ClickUp) is preferred.

EDUCATION AND EXPERIENCE

• At least 2 years' experience in a customer service role in a professional environment.
• Experience in project coordination, operations, or event management is highly preferred.

PHYSICAL REQUIREMENTS

Prolonged periods of time sitting at a desk or computer.

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.

If this position caught your eye, send us your resume For best consideration, include the job title and source where you found this position in the subject line of your email to Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.