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MicroVentures

Posted 4 months ago

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Customer Service Manager (Finance)

AustinHybridFull-time

AI Summary

Investor Relations Manager role focusing on leadership of the Investor Relations team, managing onboarding of investors, KYC communications, and driving revenue growth and new business development within MicroVentures' equity crowdfunding platform.

About this role

Job Summary

MicroVentures, a premier equity-based crowdfunding platform, is in search of an Investor Relations Manager to spearhead the growth and development of its equity crowdfunding platform. This role is pivotal in leading the Investor Relations team, providing strategic direction, and managing day-to-day operations of the team. The Investor Relations Manager will ensure we have the proper customer service and training procedures in place to enhance existing relationships, expand the investor base, enhance investor satisfaction, and meet internal deadlines.

Leadership and Team Management:

  • Supervise, manage, and expand the Investor Relations team.
  • Oversee the training and development of staff to ensure high customer service standards.
  • Manage a distributed team effectively, ensuring coverage across various time zones.

    • Investor Engagement & Support Strategy:

  • Act as the primary liaison to the investor base.
  • Deepen existing investor relationships and onboard new ones.
  • Assist with onboarding new investors and manage client communication related to KYC, fundings, and distributions.
  • Drive key metrics in revenue growth and new business development.

    • Operational Excellence:

  • Maintain workflow documentation, training, and manage technology enhancements for efficient sales operations.
  • Manage client communications through various channels including chat, email, phone, and queues.
  • Ensure the team meets internal and external goals and metrics.
  • Maintain awareness of client money flows and related regulations.

    • Qualifications:

  • 2-5 years of experience in managing a customer service team.
  • Experience in the Financial Services industry, particularly in venture capital or private equity.
  • Strong project management skills and ability to meet critical deadlines.
  • Expertise in financial instruments, with a focus on private placements, venture capital, and private equity.
  • Excellent communication skills (written and oral) and the ability to work effectively in a team environment.
  • Experience with remote team management.
  • Strong communication, organizational and project management skills
  • Hold the following Securities licenses. Series 7, Series 63 or 65.
  • Hold or be willing to obtain a Series 24.
  • Candidates must reside in or be willing to relocate to Austin, TX

    • Highlights of MicroVentures Benefits:

  • 401K Match (100% match on the first 5% and 50% on the next 5%)
  • Annual discretionary bonus
  • MicroVentures covers the base plan for Medical, Dental and Disability insurance
  • 3 Weeks paid time off + holidays
  • 4 Weeks paid sabbatical after 5 years with MicroVentures with a travel stipend
  • Hybrid work environment in Austin TX
  • $100 monthly technology stipend (phone and internet)

    • Skills

    Communication (written And Oral)Customer Service ManagementFinancial Instruments (private Placements, VC, PE)Financial Software/toolsInvestor RelationsKYC ProcessesProject ManagementRegulatory ComplianceRemote Team ManagementSecurities Licenses (Series 7, 63/65, Willingness To Obtain Series 24)Team LeadershipVenture Capital/private Equity KnowledgeWorkflow Documentation

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