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Client Services Associate

2 months ago

Manchester, New Hampshire, United States Alumni Ventures Full time
About Alumni Ventures

Alumni Ventures is a pioneering venture capital firm that is revolutionizing the way individuals can invest in startups.

We have raised over $1 billion in assets under management, hold a rapidly growing portfolio of over 1,200 venture-backed companies, and count 600,000+ community members and subscribers across all of our funds.

With 130 employees, including 50 investment professionals, spread across multiple locations, we are growing rapidly and continuously pushing the boundaries of innovation.

About This Role

Alumni Ventures is seeking an Investor Relations Associate who will play a critical role supporting the work of our investor engagement and fundraising teams for our venture funds, through clerical and administrative work that is organized and delivered with excellence.

Leveraging AV's playbooks, the Investor Relations Associate will partner with our Managing Partners and Senior Partners to assist AV investors.

Today, AV delivers a direct-to-investor approach to thousands of accredited individual investors.

Our Product

We offer actively-managed venture capital portfolios that are carefully diversified across stage, sector, geography, and primarily co-invested with strong VC firms across the country.

Key Responsibilities

  • Provide administrative support to our Managing Partners during a fund's annual capital raise and on an ongoing basis.
  • Act as the day-to-day point of contact for new and current investors, helping AV provide informational or educational AV product materials and guidance on AV customer service and investor onboarding processes.
  • Engage with community members interested in connecting with a Partner to learn about AV fund offerings, coordinate phone calls, in-person meetings, and Zoom calls.
  • Build and enhance relationships with our community members and investors by engaging via chat and email to support their administrative or clerical needs, or to connect them with AV resources to answer their questions.
  • Provide community members and investors with relevant, pre-approved product, process, and company information, based on investor requests.
  • Support Partners in preparation and execution of in-person meetings and webinar events.
  • Provide Partners and Vice President with regular data, updates, and guidance on investor engagement, new investor onboarding, and individually assigned strategic projects.
  • Track data and produce reports to support the work of Director, Vice President, Managing Partners, and Senior Partners in their work.
  • Look for strategic opportunities to streamline processes and procedures, providing for more efficient and timely execution of team activities.
Requirements

We are looking for a candidate with:

  • 1-3 years in a service or support-oriented customer-facing role, ideally in financial services and interacting with sales professionals and/or high net worth individuals.
  • Proven ability to engage with a wide spectrum of people over several types of communication (email, phone, text, chat) with high attention to detail.
  • Demonstrated success supporting teams in achieving or exceeding objectives through the effective engagement with clients.
  • Very high EQ and empathy for prospects and clients, demonstrated by a drive to solve customer problems, answer customer questions by connecting them with AV fundraising professionals or informational materials.
  • Strong judgment, ability to interpret and uncover challenges, anticipate client needs, and professionally identify information and solutions.
  • Experience building, evaluating, and improving the processes used by customer-facing sales and/or fundraising professionals.
  • Expertise in HubSpot's CRM (or equivalent) and marketing tools and experience using software to track multiple projects and progress is a plus.
  • Highly organized, detail-oriented, balanced by ability to get stuff done and communicate big picture.
  • Strong teamwork orientation and ability to get along with a variety of personalities.
  • Analytical, with passion for intelligently measuring and assessing results; knowledge of Excel, data organization, pivot tables.

Compensation for this role is $65,000 with equity and benefits.

All employment is subject to passing a background check. Alumni Ventures is an equal opportunity employer.