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Customer Experience Manager

Sydecar

Sydecar

Customer Service
Seattle, WA, USA
Posted on Jul 27, 2024

About Us

Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed.

At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future.

Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships.

Join us at Sydecar, as we lead the charge in revolutionizing private investing.

About the Team

The Customer Experience team is responsible for delivering a positive, informative, and memorable experience for Sydecar’s customers and their investors. As the primary contact for all of our customers, the team works daily to resolve customer support cases, provide feedback for new product solutions, and manage an SPV or Fund from formation to closing, and beyond.

About the Role

The CX team is Sydecar’s ambassador to our Fund Managers and their Investors– a crucial role for both product discovery and customer experience. The ideal CX Manager candidate has a firm understanding of alternative investing, has a track record of building successful teams, and has a strong desire to help others solve problems, no matter how big or how small.

What You’ll Do

As a CX Manager, you will:

  • Lead and grow a team of CX Associates dedicated to helping our customers efficiently manage their investments on the Sydecar platform. This includes working with the Director of CX to set and measure goals and KPIs.

  • Implement product and process improvements to drive efficiency and shape the future of our product and workflows.

  • Help gather and organize feedback for Product improvements, including based on customer support tickets.

  • Resolve complex customer escalations with tact and empathy while leveraging Sydecar’s in-house experts to deliver effective solutions.

  • Help the team develop strong support motions to meet customer expectations, and improve communications and interaction quality.

  • Develop an expert knowledge of our product, our customers, and our industry.

  • Foster a culture of empathy, problem-solving, and continuous improvement within the CX team.

About You

  • 3+ years of experience managing a customer support or operations team in B2B/enterprise setting, preferably in the FinTech or alternative investments industries.

  • Strong familiarity with venture investing, fund accounting, or related fields.

  • You love listening to customers and helping them overcome their challenges.

  • Ability to effectively motivate a team and hold them accountable to a standard of excellence.

  • Excellent and professional written and verbal communication skills, including for cross-functional collaboration.

  • Process driven and highly organized, with an eye for process/product improvement.

  • You use data to drive your decision making.

Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages.