Investor Relations Coordinator

United Smart Tech

Dallas (TX)

Remote

USD 50,000 - 80,000

Full time

3 days ago
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Job summary

United Smart Tech is seeking an Investor Relations Coordinator to support the Head of Investor Relations in daily operations. You will be the main contact for investors and internal colleagues, requiring polished communication and strong judgment. The role is fully remote with occasional travel to Dallas and overlap with U.S.

Central Time. The position emphasizes building a scalable IR structure, documenting processes and refining workflows while maintaining accurate CRM records and scheduling

Qualifications

  • Significant prior experience in investor-facing roles (investor relations, sales support or marketing coordination).
  • Exceptional spoken and written English; Spanish fluency.
  • Professional presence when dealing with senior-level contacts.
  • Strong attention to detail and quick learning.
  • Comfort with technology and disciplined note-taking; CRM experience.
  • Based in South America or Mexico with overlap to U.S. Central Time.
  • Willingness to travel to Dallas occasionally.

Responsibilities

  • Communicate with investors, prospective investors and internal team by phone, email and video.
  • Support Spanish-speaking contacts and stakeholders as needed.
  • Log interactions in the CRM and keep notes accurate.
  • Manage calendars and coordinate scheduling for Head of Investor Relations.
  • Help build and organize the department, documenting processes and refining workflows.
  • Learn and follow playbooks and contribute to improvements.
  • Collaborate with executive assistant team and other operations staff.
  • Exercise sound judgment in ambiguous situations.

Skills

English proficiency
Spanish proficiency
Professional presence
Attention to detail
Judgment / problem solving
CRM experience
Notion
Collaboration tools

Tools

CRM system
Notion
Collaboration tools

Job description

The Role:

The Investor Relations Coordinator supports the Head of Investor Relations in day-to-day operations and helps build out the structure and processes of a new Investor Relations department. You will be a trusted point of contact for investors, prospective investors and internal colleagues, so polish, judgment and a genuinely personable communication style matter as much as technical skill.

Responsibilities:
  • Communicate professionally with investors, prospective investors and internal team members by phone, email and video.
  • Support Spanish-speaking contacts and stakeholders as needed.
  • Work in the firm's CRM: log interactions, take clear notes and keep records accurate and up to date.
  • Manage calendars and coordinate scheduling for the Head of Investor Relations.
  • Help the Head of Investor Relations build and organize the department, including documenting processes and refining workflows.
  • Learn and follow existing playbooks and the internal knowledge base, and help improve them.
  • Collaborate with the executive assistant team and other operations and admin colleagues.
  • Exercise sound judgment on situations that don't have a clear-cut answer, and know when to escape.
Qualifications:
Required:
  • Significant prior experience in an investor-facing, client-facing, sales support, marketing coordination or similar role (more senior candidates strongly preferred).
  • Exceptional spoken and written English: natural, warm, conversational and never scripted.
  • Fluent spoken and written Spanish (native or near-native).
  • Professional presence and tone when dealing with senior-level contacts.
  • Strong attention to detail and the ability to learn quickly.
  • Comfort with technology, with prior CRM experience and disciplined note-taking habits.
  • Demonstrated good judgment, resourcefulness and the ability to think outside the box in ambiguous situations.
  • Based in South America or Mexico, with a schedule that overlaps with U.S. Central Time business hours.
  • Willingness and ability to travel to Dallas occasionally.
  • Reliable internet and a professional home-office setup.
Preferred:
  • Background in private equity, finance, asset management, fundraising or professional services.
  • Experience supporting executives or senior leaders.
  • Experience with tools such as Notion and modern collaboration software.
Who You Are:
  • A positive, can-do team player who puts people first.
  • Someone who makes others feel they are talking with a real person.
  • Proactive and comfortable building structure where none exists yet.
  • Culture fit is extremely important to us. We value enthusiasm, humility and collaboration.
What We Offer:
  • A new, high-visibility role with room to grow as the department expands.
  • Direct collaboration with senior leadership.
  • Compensation commensurate with experience (competitive for the right candidate).
  • Fully remote work with periodic in-person events in Dallas.
Role Details:
  • Location: Remote, South America or Mexico (Central Time overlap required).
  • Department: Investor Relations, within Operations & Administration.
  • Reports to: Head of Investor Relations.
  • Employment type: Full-time.
  • Travel: Occasional travel to the U.S. (Dallas, TX) for the annual meeting and key events.
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