Senior Investor Relations Strategist

3 weeks ago

San Francisco, California, United States CLevelCrossing Full time

Are you a seasoned finance expert looking for a new challenge? We are seeking an experienced Senior Investor Relations Strategist to join our team at CLevelCrossing.

About the Role

We are responsible for building strong relationships with investors and analysts to ensure that our company's financial performance is accurately reflected in the market. As a Senior Investor Relations Strategist, you will be accountable for developing and implementing strategies to maintain and enhance these relationships.

Your primary responsibility will be to handle first-line communications between our company and the investment community, including buyside investors and sell-side analysts, both domestic and international. You will also be responsible for developing and implementing campaigns to proactively target new prospective institutional investors.

In addition to these responsibilities, you will be expected to educate the investor community about our company's strategy and financial model. This includes driving the quarterly earnings process, including development of the narrative, earnings release, prepared remarks, investor materials, and Q&A. You will also coordinate efforts across Legal, Comms, and our Executive team.

Furthermore, you will be responsible for coordinating with our Legal team on development of the annual shareholder letter and engaging with investors regarding our proxy. You will also prepare other internal and external market materials, including investor presentations, reports of market trends, trading analysis, and stock ownership.

You will partner with business and finance leaders to understand and translate trends that are important to investors. This includes tracking company peers and market developments, including coverage of comparable company analysis, benchmarking, competitive analysis, and peer-company earnings reviews.

Additionally, you will manage our investor conference and roadshow calendars, attending events throughout the year, and coordinating with our executive team on event participation. You will prepare executives for communications with investors, including collecting and presenting support data and drafting scripts and presentations as well as coaching for best results.

You will advise senior management on current investor sentiment, as well as expected investment community reaction to various strategic decisions. Finally, you will provide regular updates to our Executive Team and the board of directors regarding our investor relations strategy, activities, and results.

This role requires strong investor relations experience as a number one or two at a public technology company. You should have demonstrated history of relationship building, which will be crucial to both inside the company and with the investment community. Strong financial acumen, understanding of financial statements, and analytical skills are also essential.

We estimate the salary for this role to be around $200,000 per year, depending on location and qualifications.

Qualifications
  • 15 years of progressive experience in accounting and finance, or other capital markets experience such as sell-side, buy-side, or investor relations-related consulting.
  • Strong investor relations experience as a number one or two at a public technology company preferred.
  • Demonstrated history of relationship building, which will be crucial to both inside the company and with the investment community.
  • Strong financial acumen, understanding of financial statements, and analytical skills.
  • Ability to operate in a fast-paced and rapidly changing environment.
  • Demonstrated ability to think and act strategically.
  • Excellent oral and written communication skills. Demonstrated success in developing and articulating recommendations/opinions.
  • Proven project management skills with a keen attention to detail.
  • Self-starter with a demonstrated history of delivering results.
Benefits

We offer a comprehensive benefits package, including generous time-off, ample parental and wellness leave, healthcare, a retirement savings program, and much more. Offerings vary by location.

About Us

CLevelCrossing is proud to be an equal opportunity employer and is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please contact us.

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