8 часов назад
Senior Community Manager, Relationship Management (Venture Capital)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Community Manager, Relationship Management (Venture Capital): Supporting investor relationship management through CRM operations, call preparation, scheduling, follow-up tracking, and portfolio research with an accent on investor experience, process quality, and operational precision. Focus on maintaining reliable relationship infrastructure, improving workflows and reporting, adopting AI tools, and developing toward independent investor calls.
Location: Manchester, New Hampshire, USA; 5-day-a-week, in-office role
Company
is a venture capital platform with more than $1.4B in assets raised, investments in over 1,600 companies, and a network of more than 850,000 members.
What you will do
- Operate the day-to-day infrastructure for the Relationship Management team, including email support, scheduling, Calendly management, follow-up coordination, and portfolio research.
- Maintain accurate investor records, activity logs, relationship notes, and interaction histories in the CRM.
- Prepare investor call materials and portfolio summaries for senior Relationship Managers.
- Handle investor inquiries, post-call documentation, request routing, and resolution tracking.
- Improve workflows, playbooks, process documentation, KPI tracking, and leadership reporting.
- Participate in investor calls and develop toward independently managing investor conversations and education.
Requirements
- 5–7 years of experience in a high-volume investor- or client-facing financial services role.
- Experience in wealth management, private banking, fund operations, or a related field.
- Strong organizational, written, verbal communication, prioritization, and follow-through skills.
- Disciplined CRM experience with HubSpot, Salesforce, or a similar system.
- Process-oriented approach with the ability to document, improve, and scale workflows.
- Authorization to work in the United States without current or future employer-sponsored visa sponsorship.
Nice to have
- FINRA Series 7, 63, or 66 licensure.
- Experience supporting senior professionals in a fast-paced, client-facing environment.
- Familiarity with investor onboarding, relationship management workflows, or fund operations.
- Demonstrated progression into broader responsibilities.
Culture & Benefits
- In-office culture focused on collaboration, mentorship, ownership, and execution.
- AI-forward approach to improving work quality, decision-making, and productivity.
- Health, dental, and vision coverage with HSA and FSA options.
- 401(k) with company match and immediate vesting.
- Flexible unlimited PTO, paid parental leave, company holidays, life insurance, disability insurance, and wellness support.
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