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Cardone Training Technologies, Inc. · 12 hours ago

Operations Specialist - 10X Business Coach

Aventura, FL

Full-time

Onsite

New Grad, Entry Level

Cardone Training Technologies, Inc. is a company focused on delivering client services through efficient operations. The Operations Specialist will support the 10X Business Coaches unit by optimizing processes, coordinating across teams, and ensuring effective project execution.

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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

Qualification

Advanced ExcelCRM systemsProject management toolsEvent planningOrganizational skillsCommunication skillsClient-focused mindsetAdaptability

Required

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

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

Company

Cardone Training Technologies, Inc.

Cardone Training Technologies primarily develops visual and audio products geared towards enhancing individuals’ and corporations’ production through sales.

Founded in 1984