Customer Success Specialist

Summary

Join Alto's growing team as a Customer Success Specialist and play a critical role in driving exceptional customer satisfaction. You will expedite investment execution, working closely with the Financial Operations team, Customer Success Managers, and external stakeholders. Responsibilities include conducting final reviews of investment payments, coordinating with various teams, troubleshooting investment execution, and identifying issues to improve processes. This role requires a Bachelor's degree, 1+ years in alternative investment operations or investor relations, and experience with purchase/subscription agreements. A strong customer service mindset, problem-solving skills, and excellent communication are essential. Alto offers a competitive compensation and benefits package, including generous PTO, comprehensive health insurance, 401(k) matching, equity, paid parental leave, and a remote-first culture.

Requirements

• Bachelor’s degree or equivalent
• 1+ years in alternative investment operations or investor relations
• Experience with purchase/subscription agreements
• 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

Responsibilities

• Conduct Final Review to process investment payments, including executing purchase/subscription agreements on behalf of Alto, 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. In coordination with the CSMs, work directly with Issuers and Investors to troubleshoot and support investment execution, account growth, and customer engagement through an enhanced onboarding experience
• Work directly with third party fund admins and investment management vendors to understand their investment process in order to define a joint workflow that streamlines investments that are processed across Alto 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
• Perform other related duties as assigned

Preferred Qualifications

• Experience with varying investment management software
• Experience with HubSpot
• FINRA Licenses

Benefits

• A generous open PTO policy
• Comprehensive health insurance options for employees
• 401(k) with company match up to 3% yearly
• Equity as a part of your compensation
• A competitive compensation and benefits package
• 12 paid holidays
• Discounted and/or free Alto investor accounts
• Four to 12 weeks paid parental leave
• A remote-first culture - work from home or our Nashville office
• Flexibility to work from anywhere in the US
• An emphasis on work-life balance
• No-meeting Fridays