Customer Experience Associate
Sydecar
Customer Service
United States · Seattle, WA, USA · Houston, TX, USA · San Francisco, CA, USA
Posted on Oct 24, 2024
About Us
Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed.
At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future.
Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships.
Join us at Sydecar, as we lead the charge in revolutionizing private investing.
About the Team
The Customer Experience team at Sydecar helps our customers get where they need to go. As the primary contact for all of our customers and their investors, the team works daily to resolve customer support cases, provide feedback for new product solutions, and manage an SPV or Fund from formation to closing, and beyond.
About the Opportunity
Customer Experience Associates are Sydecar’s ambassadors to our Fund Managers and their Investors– a crucial role for both product discovery and customer experience. The ideal candidate has an interest in alternative investing and is an excellent communicator with a strong desire to help others solve problems, no matter how big or how small. Each associate will gain a deep understanding of SPVs (Special Purpose Vehicles), the current alternative investing landscape, and the process behind building and iterating upon a Financial Technology product.
This is a hybrid role that can be based in any of our offices (Seattle, New York, San Fransisco, Houston) with in-office attendance two days per week.
What You’ll Do
Respond to customer support inquiries to ensure a delightful experience
Identify product and process improvements that will shape the future of our product and workflow
Liaise with senior members of the team, as well as our Legal, Tax, and Product teams to answer customer questions and educate first-time Deal Organizers via our support inbox
Develop an expert knowledge of our product, our customers, and our industry
Support customer-facing projects and product discovery
What we’re looking for
2-4 years of experience working in a customer support or operations role preferably at a software company
Intermediate knowledge of venture investing or related fields (requirement)
Excellent and professional written and verbal communication skills
Attention to detail and ability to manage many tasks at once without dropping the ball
Passion for customer service and creating positive experiences
Ability to effectively evaluate problems and propose sensible, scalable solutions
Process driven and highly organized, with an eye for process/product improvement
Detail oriented
Bonus if you have
Experience working in a customer support role in FinTech or alternative investments industries
Fund accounting knowledge
You’ll enjoy these benefits
Competitive Salary
Generous Medical, dental, & vision
Equity
Bonus Plan
Exceptional 401k Plan
PTO
Parental Leave for All Employees
Life Insurance
Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages.