Customer Experience Associate (Hybrid)

Posted 5 Days Ago
3 Locations
Junior
Angel or VC Firm
The Role
Customer Experience Associates at Sydecar assist customers through inquiries, enhance product workflows, and collaborate with internal teams while developing expertise in SPVs and alternative investing.
Summary Generated by Built In

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 experience in a customer facing role, excels in communication, and has a strong desire to help others solve problems - big or small.

Each associate will gain a deep understanding of SPVs (Special Purpose Vehicles), the  alternative investing landscape, and the process behind building and iterating on a financial technology product.

This is a hybrid role requiring in office attendance  two  days  per  week  in  either  our  Seattle  or New York office.

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

  • Knowledge of or a strong interest in learning about venture capital operations  and alternative investing

  • 2+ years of experience working in a customer support role at a software company, or in  the VC/PE space

  • 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, alternative  investments, or  financial services industries

  • Fund accounting knowledge

You’ll enjoy these benefits

  • Competitive salary and bonus program

  • PTO and sick leave

  • Generously covered medical, dental, vision

  • Stock options program

  • 401k program with 4% employer match

  • Personal data plan reimbursement

  • Annual professional development stipend

  • Annual wellness stipend

  • Workspace allotment

  • Commuter benefits

  • Life insurance

  • Parental leave for all employees

Sydecar’s values

Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors and interactions.

Ownership

We are committed to and proud of our work and growth. We hold ourselves accountable for achieving our goals. 

Excellence

We set and exceed ambitious goals through ownership, data-driven decisions, and rigorous execution.

Humility

We value feedback and recognize that growth comes from learning from each other and our experiences.

Win Together

We are driven by a passion for winning and we champion the success of our team members, our customers, and our partners.

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.

Top Skills

And Financial Services Is Beneficial.
But Familiarity With Venture Capital
Fintech
No Specific Technologies Listed
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The Company
San Francisco, California
65 Employees
On-site Workplace
Year Founded: 2021

What We Do

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.

The opportunity in venture capital is greater than ever. But for aspiring investors, getting started can be intimidating, expensive, and time-consuming. We’re here to help!

Sydecar makes private investing dead simple so you can focus on what matters most: building relationships and sourcing investment opportunities.

We're hiring! Join us to empower the next generation of investing leaders.
https://bit.ly/sydecar-jobs

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