Develop and execute a comprehensive investor relations strategy, including investor presentations and roadshows.
Build and maintain relationships with investors and support executives on fundraising activities.
Partner with finance to distill complex metrics into clear narratives and set foundation for quarterly reporting.
Cohere is a leading security-first enterprise AI company building cutting-edge foundation AI models and end-to-end products for enterprises. They are a global team of researchers, engineers, and designers passionate about their craft, with offices in Toronto, London, New York, and more.
Drive investment management services for Wealth Advisors by consulting on portfolio strategy and ensuring accurate implementation.
Serve as main point of contact for newly acquired firms assimilating to the investment platform and models.
Support organic growth by developing investment deliverables for prospective clients and collaborating across teams.
Mercer Advisors helps families simplify their financial lives through integrated planning, investment, tax, and estate services. It serves over 42,800 families across the U.S., is ranked #1 RIA by Barron's, and emphasizes a diverse, flexible workplace.
Own the full customer lifecycle for mid-market and enterprise accounts, from onboarding to long-term retention.
Build strong relationships with stakeholders, acting as a trusted advisor and driving value.
Collaborate with internal teams and leverage AI tools to improve efficiency and customer outcomes.
The company helps organizations build and manage international teams with confidence. It is a global, remote-first environment with a focus on innovation and collaboration.
Design and own the full digital customer journey for the SMB segment, from onboarding through renewal, using automated touchpoints and health-based interventions.
Build and manage lifecycle campaigns that drive product adoption using behavioral and health score signals, and leverage AI tools to automate outreach.
Instrument metrics, track program performance, and work cross-functionally with Product, Marketing, and Implementation to align strategy.
Karbon is the global leader in AI-powered practice management software for accounting firms. The company is well-funded, ranked #1 on G2, and has a people-first culture recognized with Great Place To Work® certification and on Fortune's Best Small Workplaces™ List.
Provide excellent written, Slack, and video chat support to customers.
Conduct training sessions for unmanaged customers to remove friction from their journey.
Present customer problems to the organization for prioritization and actionable decision-making.
Appcues is a customer engagement platform that helps businesses improve user onboarding and adoption. The company is remote-first with a small, focused team that values transparency, collaboration, and autonomy.
Organize and maintain the Investor Relations CRM, ensuring accurate and up-to-date investor records.
Draft professional emails, schedule meetings, and track outstanding requests and deadlines.
Support ad-hoc tasks from leadership, proactively identify issues, and communicate progress clearly.
Legalist is an investment firm that uses data and technology to finance litigation. Although company size is not specified, the tone suggests a small, fast-paced startup culture where employees work independently and take initiative.
Serve as the primary point of contact for a portfolio of employer customers, providing white-glove service throughout their lifecycle.
Advocate for and assist customers in leveraging modern tools, including AI-powered solutions, to optimize benefit administration.
Increase value and drive revenue by cross-selling Lively products and facilitating onboarding and implementation.
Lively provides user-centric benefit solutions, including a top-rated modern HSA and a full suite of benefits for companies, consumers, and financial institutions. It is a remote-first company headquartered in San Francisco with employees across the US.
Conduct in-depth research and analysis in FinTech, focusing on private capital markets, data extraction, and investor profiling.
Track and analyze investor information, manage proprietary databases, and map institutional investment platforms.
Profile key individuals, analyze term sheets, and deliver assigned KRAs with 100% accuracy.
Financial Technology Partners is a boutique investment bank advising on transactions in the Financial Technology sector. The firm has over 250 employees and a collegial, energetic culture with senior bankers from top firms like Goldman Sachs.
Implement Mavenoid for customers and empower the sales team to close more deals.
Collaborate with Customer Success and Product teams to create and manage documentation.
Teach and empower customers to use Mavenoid while staying up to date with product features.
Mavenoid is the Intelligent Support Platform for products and devices, delivering best-in-class customer support with intelligent troubleshooting and remote support. Having raised our Series B, we are a remote-first company with a small, impactful team operating globally.
Support strategic partnerships by serving as a professional point of contact and coordinating initiatives.
Own and maintain digital asset library, manage affiliate program, and support the Yardzen Shop.
Use AI and automation to streamline repetitive tasks and improve reporting and processes.
Yardzen helps people complete their outdoor spaces of dreams by pairing homeowners with representatives and vetted contractors. Since 2018, we have helped tens of thousands of homeowners and are recognized as one of Fast Company's Most Innovative and Inc. Magazine's Best Places to Work.
Own the Help Center, support macros, and voice and tone standards to improve consistency and reduce contact rate.
Benepass is a fintech platform that helps companies reimagine how they take care of their people by offering customizable benefits. Backed by top investors and having raised $75M, they are a high-growth company with a remote-first culture and a commitment to inclusion.
Handle high volume inbound calls from brokers, providing timely and accurate support across inquiries.
Assist with application status, system navigation, and troubleshooting using multiple systems.
Maintain performance expectations around call quality, attendance, and schedule adherence.
We specialize in customized contact center services, helping consumers make informed healthcare choices. We are one of the fastest-growing companies in the U.S., headquartered in Sandy, Utah, with a culture focused on supporting our team members and clients.
Own and grow a personal book of allocator relationships from family offices and HNWIs.
Match investors to live deals, brief before meetings, and capture feedback.
Open new relationships from scratch using a proven method and earn trust that makes your calls answered within a day.
Paires is a two-sided platform that connects startup founders with family offices and high-net-worth individuals for fundraising. The company is self-funded, profitable, and built by a small, senior, flat team that ships fast.
Create customer-centric content and perform data analysis to support account strategy and business reviews.
Marqeta provides a card issuing platform that enables companies to issue cards, authorize transactions, and manage payment operations in real time. The company is publicly traded, with a focus on innovation and a flexible work culture, serving well-known brands in the new economy.
Manage budget builds, monthly variance analysis, and performance reporting for institutional investors.
Leverage Excel, Sigma, and AI tools to analyze portfolio data, identify trends, and optimize NOI, occupancy, and revenue.
Support hold/sell decisions, portfolio expansion, and cross-functional collaboration with accounting, operations, and data teams.
Roofstock is the leading end-to-end investment platform for single-family rental homes, making real estate investing radically accessible. With a talented team of 750+ employees, a collaborative culture, and recent Series E funding of $240 million, the company has offices in California, Texas, and New York, plus many remote opportunities.
Deliver outstanding technical assistance to customers via phone, email, and chat while taking ownership of timely solutions
Build knowledge of evolving software and private markets industry to be a go-to expert and guide customers to success
Work closely with Customer Success Managers, Product Managers, and Software Engineers to identify and implement solutions for customers
Juniper Square is an operations partner for private markets, unifying technology, data, and fund administration into a single platform. With over 1,000 employees and $350M+ in funding, the company fosters a culture of ambition, collaboration, and high standards.
Deliver top-tier customer service for clients across all Ncontracts Lending Compliance software products, ensuring timely and accurate resolution of inquiries.
Thoroughly document all client interactions in the Help Desk tracking system (Salesforce); escalate complex or sensitive issues as appropriate.
Maintain a working knowledge of Ncontracts product usage within designated operating systems, networks, hardware, databases, and peripherals.
Ncontracts leads the industry in integrated risk management and compliance solutions, serving over 5,000 financial institutions nationwide. As a seven-time Inc. 5000 Fastest Growing Companies honoree, the company offers a thriving work environment focused on career growth and life-work balance.
Respond to law firm inquiries via support tickets and phone calls, delivering timely and professional service.
Identify, escalate, and help resolve complex client and internal issues in a timely manner.
Prioritize workload according to Quovant methodology and department policies.
Mitratech builds world-class products that simplify operations in Legal, Risk, Compliance, and HR functions. We are a close-knit, globally dispersed team serving 20,000 client companies globally, including 30% of the Fortune 500, with a culture centered on diversity, inclusion, and individual excellence.
Deliver world-class customer experience and provide first-line support for complex inquiries.
Investigate and resolve technical issues through emails, live chats, and support calls.
Partner with Product and Engineering teams to identify product opportunities and improve documentation.
AlphaSense provides AI-driven market intelligence for decision-making, trusted by over 6,000 enterprise customers. Founded in 2011, the company is headquartered in New York City with more than 2,000 employees globally.
Manage communication channels with global financial planners, ensuring timely responses and issue escalation.
Run recurring audits of tools and systems, maintaining data hygiene and implementing fixes as needed.
Support onboarding for new planners, provisioning tools and ensuring full admin configuration before they start.
LearnLux is a leading provider of workplace financial wellbeing, offering fiduciary digital planning and one-on-one guidance from Certified Financial Planner professionals. They are a venture-backed company with over $35M raised, focusing on growth and scale, and maintain a fast-paced, quality-driven culture.