Cardone Ventures · 20 hours ago
Senior Client Concierge Coordinator
Scottsdale, AZ
Full-time
Onsite
Mid, Senior Level
$65K/yr - $75K/yr
2+ years expCardone Ventures is committed to helping business owners achieve their goals, and they are seeking a Senior Client Concierge Coordinator to provide exceptional customer service to high-value clients. This role involves acting as a point of contact for clients, coordinating tasks across departments, and ensuring client satisfaction through personalized service and strong project management skills.
FinanceConsultingFinancial Services
Hiring Manager
Tyler Tharp
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
Effectively manage multiple client service projects and timelines, ensuring deliverables, action items, and communications are completed on schedule through strong project management practices
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
Qualification
Required
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)
At least 2 years' experience in a customer service role in a professional environment
Preferred
Experience coordinating cross-functional projects and working within project management platforms (such as Asana, Smart sheet and ClickUp) is preferred
Experience in project coordination, operations, or event management is highly preferred
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
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