The Account Manager will build relationships with high-value customers and ensure that deadlines are met for our Fund of Funds Single Purpose Vehicle (SPV) product offering. This role requires a proactive and entrepreneurial spirit, strong project management skills, and the ability to move clients seamlessly through their life cycle. You will be interfacing with accredited investors and sophisticated fund managers where professionalism and white-glove client service will be highly valued. Additionally, you will need strong skills in meticulous back-office data processing.
Core Responsibilities:- Ownership of Account Management system and processes
- Relationship Management from Prospect Conversion through Client Onboarding and Servicing
- Building relationships with entrepreneurs and their investors
- Whether a customer is a first-time capital raiser or a seasoned veteran, the Account Manager will make them feel confident in Tribevest's product and services
- Cross-functional teammate who will collaborate with Sales, Marketing, Operations, Customer Support, and Product teams to continually deliver valuable feedback and learnings to further improve our products and services
Tools:
- Monday.com
- Hubspot
- Google Suite
- Calendly
- Slack
- Zoom
- Asana
- Notion
- Apollo.io
- BombBomb/Loom
Preferred, but not required:
- Licenses (Series 7/66, NMLS)
- Interest in real estate and alternative investing
Required:
What You'll Bring:
- Strong written and verbal communication skills.
- Industry experience in investor relations and investor onboarding (1-3 years)
- Experience in financial account management (3-5 years)
- Contextual knowledge, and use of language in Finance, Compliance, Legal, and Real Estate
- Ownership of account management systems and processes
- Relationship management from prospect conversion through client onboarding and servicing
- Strong Project Management skills and demonstrated ability to move Clients through their life cycle (we use Monday)
- Entrepreneurial: We want builders and people who take the initiative. If you notice a problem, it's more valuable to Tribevest for you to assist in the solution, versus just raising a flag.
- Strong Communication and Coordination Skills: Internally to Tribevest, we communicate via Slack (if you have used Teams, you will be fine!) and this role will live in Slack to ensure proper coordination across the team. Externally to outside stakeholders and clients, this role will need to ensure alignment across all external parties, primarily via email, but with clients, you will need to meet them where they are.
- Comfortable with quick timelines and putting in the work to keep SLAs on track - which will likely require phone calls, not just email
- Building relationships with entrepreneurs and their investors
- Whether a customer is a first-time capital raiser or a seasoned veteran, the Account Manager will make customers feel confident in client's product and services
- Cross-functional teammate who will collaborate with Sales, Marketing, Operations, Customer Support, and Product teams to continually deliver valuable feedback and learnings to further improve our products and services
Working hours:8:00 a.m. - 5:00 p.m. EST with 1 hour break
