"US citizens and those authorized to work in the US are encouraged to apply. We are unable to sponsor H1b candidates at this time."
Job Title: Customer Success Specialist
Location: Nashville, TN (Remote)
Duration: Fulltime Perm Role
Travel: Twice a year for company onsite. Maybe occasionally travel for a training, not frequently maybe once a quarter.
Time Zone: 8am to 5pm CT
Job Summary:
The Customer Success Specialist is a critical function in driving exceptional customer satisfaction through the execution of investments in an expedited manner. This role will report directly to the Director of Customer Success as well as work closely with the Financial Operations team and individual Customer Success Managers (CSMs) to finalize investment paperwork and payments. Additionally, this role will with external stakeholders including, but not limited to, fund admins, third party investment management vendors, issuers, and investors when necessary to streamline solutions related to the investment process.
Essential Duties and Responsibilities:
• Conducting Final Review to process investment payments, including executing purchase/subscription agreements on behalf of Client, within stated SLAs
• Coordinate with the Financial Operations team regarding investment payments
• Work collaboratively with Customer Success Managers (CSMs) to meet the varying needs of issuers and investors as it relates to processing investments
• Work directly with third party fund admins and investment management vendors to understand their investment process in order to define a joint workfl ow that streamlines investments that are across Client and external platforms
• Actively identify issues and trends related to investment payments and proactively provide recommendations and solutions to the Product team to resolve challenges
• Provide an exceptional and personalized service experience to internal and external stakeholders
• Performs other related duties as assigned. Leadership Responsibilities:
• No people leadership responsibilities
• Serves as a key point of contact for CX for escalations related to investment payments
Education and Experience:
• Bachelor's degree or equivalent
• 1+ years in alternative investment operations or investor relations
• Experience with purchase/subscription agreements
• Experience with varying investment management software a plus
• Experience with HubSpot a plus
• FINRA Licenses a plus
Required Skills and Abilities:
• Strong customer service and growth oriented mindset
• Biased towards action / solutions-oriented problem solver
• Empathetic, intellectually curious, and relationship focused
• Excellent verbal and written communication skills
• Outstanding organizational skills with the ability to prioritize multiple tasks and manage time efficiently
• Ability to perform well in a fast-paced environment subject to change and ambiguity
• Advanced problem-solving and analytical skills
• Roll-up-your sleeves attitude with a resilient approach to challenge, gritty work ethic, and entrepreneurial spirit Last
A reasonable, good faith estimate of the minimum and maximum compensation for this position is $50k-$60k per annum with benefits.