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