About this role
About the company
Our client is a fast-growing technology company.
The role
Raydar is recruiting for this role on behalf of our client. Own a dedicated portfolio of client accounts from onboarding through completion of a multi-step engagement. The role blends frontline support with hands-on operational execution, and performance is judged on speed, accuracy and client confidence.
What you'll do
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Serve as the first point of contact for client questions arriving by ticket, email and phone.
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Own the client experience across the full engagement while meeting service-level targets and satisfaction scores.
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Complete specialized filings, agreements, account closures and fund distributions on behalf of clients.
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Onboard new clients onto the software platform and guide them through the end-to-end process.
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Build deep expertise in the subject area so you can assist clients at any stage.
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Pass along client feedback to help improve the product and service.
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Partner with fellow client success managers, engineering and go-to-market colleagues on client outcomes.
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Write educational articles for the customer help center.
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Requirements
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What we're looking for
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2 to 4 years in a client-facing role such as operations, support, account management or customer success.
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Clear written and verbal communication, with confidence speaking with founders, lawyers, investors and tax professionals.
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Ability to quickly master intricate, software-supported processes.
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Natural curiosity and a habit of stepping back to ask the right questions.
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An empathetic approach to clients in high-stakes, emotional situations.
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Adaptability and resourcefulness, with sound judgment when situations are ambiguous.
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Strong organization to manage a large book of active clients without anything slipping.
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Ability to work on-site five days a week in New York City, or willingness to relocate.
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Proven success managing your own book of business at an individual level.
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Bonus points
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Prior startup experience.
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Familiarity with help desk and ticketing tools.
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Project management background.
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Some background in compliance-oriented or finance-related workflows.
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Comfort with phone-first client interaction.
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Benefits
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Compensation and benefits
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Base salary: USD 90,000 to 135,000 per year
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Equity
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Medical, dental and vision coverage
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Unlimited paid time off and company holidays
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Career growth opportunities
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Location and work model
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New York City, NY, United States
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On-site, 5 days per week in office
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Full-time