Remote Client Success Manager

Summary

The job is for a Client Success Manager at Passthrough, a company that simplifies private equity and venture capital investing. The role involves onboarding, training, support, managing client relationships, ensuring successful engagements, and seeking feedback. The company is looking for proactive, detail-oriented individuals with experience in fund formation processes.

Requirements

1-3 years as a Client Success Manager

Responsibilities

• Onboarding, training, and support for clients
• Managing client relationships
• Ensuring successful client engagements
• Seeking customer feedback about how to improve the product

Preferred Qualifications

• Possess a proactive and inquisitive nature, with a strong inclination to be helpful
• Exceptionally detail-oriented when managing VIP/Enterprise clients
• Proficient communicator adept at engaging with senior executives (C-suite, partners, etc.), capable of effectively maneuvering through ambiguity in a rapidly evolving startup environment
• Proficient in fund formation processes, including structuring and regulatory compliance

Benefits

• Competitive salary - $70,000 - $80,000 per year
• Passthrough stock options
• Health, dental, and vision insurance
• Annual health & wellness stipend
• 401k contribution program with matching
• Life insurance
• PTO & unlimited sick leave
• Parental leave