Customer Service Manager (Finance)

Job Summary

MicroVentures, a premier equity-based crowdfunding platform, seeks an Investor Relations Manager to lead the growth and development of its equity crowdfunding platform. This role involves supervising the Investor Relations team, managing day-to-day operations, and enhancing customer service.

Leadership and Team Management

• Supervise, manage, and expand the Investor Relations team.
• Oversee the training and development of staff to ensure high customer service standards.
• Manage a distributed team effectively, ensuring coverage across various time zones.

Investor Engagement & Support Strategy

• Act as the primary liaison to the investor base.
• Deepen existing investor relationships and onboard new ones.
• Aid in onboarding new investors and manage client communication related to KYC, fundings, and distributions.
• Drive key metrics in revenue growth and new business development.

Operational Excellence

• Maintain workflow documentation, training, and manage technology enhancements for efficient sales operations.
• Manage client communications through various channels including chat, email, phone, and queues.
• Ensure the team meets internal and external goals and metrics.
• Maintain awareness of client money flows and related regulations.

Qualifications

• 2-5 years of experience in managing a customer service team.
• Experience in the Financial Services industry, particularly in venture capital or private equity.
• Strong project management skills and ability to meet critical deadlines.
• Expertise in financial instruments, with a focus on private placements, venture capital, and private equity.
• Excellent communication skills (written and oral) and the ability to work effectively in a team environment.
• Experience with remote team management.
• Strong communication, organizational, and project management skills.
• Hold the following Securities licenses: Series 7, Series 63 or 65.
• Hold or be willing to obtain a Series 24.

Highlights of MicroVentures Benefits

• 401K Match (100% match on the first 5% and 50% on the next 5%).
• Annual discretionary bonus.
• MicroVentures covers the base plan for Medical, Dental, and Disability insurance.
• 3 Weeks paid time off + holidays.
• 4 Weeks paid sabbatical after 5 years with MicroVentures with a travel stipend.
• Hybrid work environment in Austin, TX.
• $100 monthly technology stipend (phone and internet).