Customer Experience Associate (Hybrid)

ZipRecruiter; New York (NY); Hybrid; USD 75,000 - 93,000; Full time

Job summary

Join a leading company in the private markets as a Customer Experience Associate. You will be the primary contact for customers, ensuring a delightful experience while supporting product discovery and improvements. This hybrid role requires in-office attendance two days a week in New York.

Benefits

Competitive salary and bonus program

PTO and sick leave

Medical, dental, and vision insurance

Stock options program

401(k) program with 4% employer match

Personal data plan reimbursement

Annual professional development stipend

Annual wellness stipend

Workspace allotment

Commuter benefits

Life insurance

Parental leave for all employees

Qualifications

• 2+ years of experience in a customer support role at a software company or in VC/PE.
• Strong desire to help others solve problems.

Responsibilities

• Respond to customer support inquiries.
• Identify product and process improvements.
• Liaise with senior team members and educate customers.

Skills

Communication

Problem Solving

Attention to Detail

Customer Service

Process Improvement

Job description

Job Description

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 at Sydecar helps our customers get where they need to go. As the primary contact for all of our customers and their investors, 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 Opportunity

Customer Experience Associates are Sydecar's ambassadors to our Fund Managers and their Investors - a crucial role for both product discovery and customer experience. The ideal candidate has experience in a customer-facing role, excels in communication, and has a strong desire to help others solve problems - big or small.

Each associate will gain a deep understanding of SPVs (Special Purpose Vehicles), the alternative investing landscape, and the process behind building and iterating on a financial technology product.

This is a hybrid role requiring in-office attendance two days per week in either our Seattle or New York office.

What You’ll Do

1. Respond to customer support inquiries to ensure a delightful experience
2. Identify product and process improvements that will shape the future of our product and workflow
3. Liaise with senior team members, as well as our Legal, Tax, and Product teams, to answer customer questions and educate first-time Deal Organizers via our support inbox
4. Develop an expert knowledge of our product, our customers, and our industry
5. Support customer-facing projects and product discovery

What We’re Looking For

• Knowledge of or a strong interest in learning about venture capital operations and alternative investing
• 2+ years of experience working in a customer support role at a software company or in the VC/PE space
• Excellent and professional written and verbal communication skills
• Attention to detail and ability to manage many tasks at once without dropping the ball
• Passion for customer service and creating positive experiences
• Ability to evaluate problems effectively and propose sensible, scalable solutions
• Process-driven and highly organized, with an eye for process/product improvement

Bonus if You Have

• Experience working in a customer support role in fintech, alternative investments, or financial services industries
• Fund accounting knowledge

You’ll Enjoy These Benefits

• Competitive salary and bonus program
• PTO and sick leave
• Generously covered medical, dental, and vision insurance
• Stock options program
• 401(k) program with 4% employer match
• Personal data plan reimbursement
• Annual professional development stipend
• Annual wellness stipend
• Workspace allotment
• Commuter benefits
• Life insurance
• Parental leave for all employees

Sydecar’s Values

Our values are important to the way we live and work at Sydecar. They guide our priorities, behaviors, and interactions.

Ownership

We are committed to and proud of our work and growth. We hold ourselves accountable for achieving our goals.

Excellence

We set and exceed ambitious goals through ownership, data-driven decisions, and rigorous execution.

Humility

We value feedback and recognize that growth comes from learning from each other and our experiences.

Win Together

We are driven by a passion for winning and we champion the success of our team members, our customers, and our partners.

Sydecar is committed to equal employment opportunity and providing a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to protected characteristics. We encourage applicants of all ages.

**Compensation Range: $75K - $92.5K**