Cardone Ventures · 19 hours ago
Sr. Client Concierge Coordinator
Scottsdale, AZ
Full-time
Onsite
Mid, Senior Level
$65K/yr - $75K/yr
2+ years expCardone Ventures is dedicated to helping business owners achieve their goals through strategic guidance. The Sr. Client Concierge Coordinator is responsible for maintaining strong relationships with high-value clients, mentoring junior coordinators, and ensuring accurate tracking of client interactions to enhance service delivery.
ConsultingFinanceFinancial Services
Responsibilities
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
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 preference
Qualification
Required
Proven experience in a customer service or client-facing role, ideally within a luxury or high-end service environment
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)
At least 2 years' experience in a customer service role in a professional environment
Benefits
Medical, dental, and vision for FT positions and their dependents
Vacation and sick time policy that increases based on tenure with the company
Employee Assistance Program through Guardian
401k with up to 3% Company match
Pet Insurance through SPOT for your 10X pets!
Competitive parental leave policy: 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver + 1 month remote for both
Employee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep services
Professional Development through reimbursements for courses/certifications outside of CV, and a 10X Mentorship Program
Continued Education: we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and Marketing
Uncapped Commission Potential: all of our team members have the opportunity to sell our Products/Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commission
Company
Cardone Ventures
Cardone Ventures is a consulting company that provides financial goals to promote market growth for businesses.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Brandon M Dawson
Co-Founder Chairman & CEO
Natalie Dawson
Co-Founder and President
Recent News
2025-12-17
2025-12-16
Company data provided by crunchbase