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Customer Experience Associate

sydecario_logo.jpeg
Sydecar
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Job Description

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.

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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.

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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.

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Join us at Sydecar, as we lead the charge in revolutionizing private investing.

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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.

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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.

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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.

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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

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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

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Bonus if you have

  • Experience working in a customer support role in FinTech or alternative investments industries
  • Fund accounting knowledge

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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

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Apply Now

Company Overview

Sydecar is a frictionless deal execution platform for venture investors. Our platform handles back-office operations for venture investors, automating banking, compliance, contracts, and reporting so that customers can focus on making deals and building relationships.

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JOB LOCATION
JOB TYPE
Customer Support
JOB INDUSTRY
COMPANY NAME
Sydecar
KEYWORDS
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