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Senior Account Manager
hace 2 meses
At Assistantly, we're dedicated to empowering businesses with global talent and creating strong partnerships between clients and our talented unicorns. We believe in transparency, kindness, and fostering an environment where everyone can achieve their full potential.
Be part of our dynamic community and make a real impact on our clients' success. Assistantly offers some of the best benefits and perks in the industry.
Unicorn Overview: The Account Manager will be responsible for building relationships with high-value customers and delivering on deadlines for our Fund of Funds SPV product offering. We are looking for someone to take over the foundation that has been built and keep building, growing, and owning the relationships and operational processes.
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
Requirements
Desired Tools
- Monday.com
- Hubspot
- Google Suite
- Calendly
- Slack
- Zoom
- Asana
- Notion
- Apollo.io
- BombBomb/Loom
Desired Skiils:
- Experience in Financial Account Management (3-5 years)
- Contextual knowledge, and use of language in Finance, Compliance, Legal, and Real Estate
- 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
- Licenses (Series 7/66, NMLS)
- Industry relations experience in the private markets (i.e. RE Syndication & Capital Raising)
- Interest in real estate and alternative investing
Benefits
Why Assistantly: At Assistantly, we're dedicated to connecting talented professionals like you with rewarding opportunities across various industries. When you partner with our forward-thinking team, you'll gain access to a diverse range of roles, from administrative positions to executive support, all tailored to match your unique skills and aspirations. Become a unicorn and unlock the potential for meaningful career advancement and personal development.
- Permanent WFH opportunities
- Part-Time, Full-Time
- Health & Wellness Allowance
- Paid Time Off (PTO) Yearly
- Monthly Bonus Drawings
- Loyalty & Performance Bonuses
- Profit Sharing
- Professional Development/Training
- Community of Unicorns
