Onboarding Client Relationship Manager

Aduro Advisors; United States; On-site; USD 85,000 - 110,000; Full time

Job summary

Aduro Advisors is seeking an Onboarding Client Relationship Manager to enhance client experiences in the Venture Capital and Private Equity space. This position involves managing client onboarding, ensuring smooth transitions, and fostering strong relationships, all within a supportive, innovative team environment.

Benefits

Competitive salary

Health/Dental/Vision Insurance

Life Insurance

Short-Term Disability

Long-Term Disability

Paid Time Off (PTO) & company holidays

401k with Employer Match

Company-wide social events

Dog-friendly office

Qualifications

• 5+ years of experience in client service or project management.
• Experience in operations role within venture capital or private equity is a plus.
• Strong communication and ability to manage multiple projects successfully.

Responsibilities

• Lead client onboarding process, managing 50-70 clients over 3-6 months.
• Build strong relationships and communicate proactively with clients.
• Educate clients on key processes like capital calls and quarterly reporting.

Skills

Client service

Project management

Communication

Interpersonal skills

Job description

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Description

Aduro Advisors is looking for bright and talented individuals to join our team working to support top-tier clients in the Venture Capital & Private Equity space. The Onboarding Client Relationship Manager will be the primary point of contact for Aduro clients post-sale. This candidate will guide clients through their initial experience with Aduro, ensuring a smooth and positive experience. They will work closely with our Head of Client Experience and the entirety of the Onboarding Team.

Job Type

Full-time

Description

Aduro Advisors is looking for bright and talented individuals to join our team working to support top-tier clients in the Venture Capital & Private Equity space. The Onboarding Client Relationship Manager will be the primary point of contact for Aduro clients post-sale. This candidate will guide clients through their initial experience with Aduro, ensuring a smooth and positive experience. They will work closely with our Head of Client Experience and the entirety of the Onboarding Team.

Why Aduro?

We’re not your typical fund administrators and we provide more than accounting and reporting services. We’re modern, innovative, and backed by deep industry experience, allowing our clients to focus on investing while we handle the details. We pride ourselves on providing our clients with thoughtful and adaptable services and guidance while leveraging best-in-class technology.

We thrive in a people-first culture where each team member can impact the success of the business. We do this by investing heavily in training and development programs, providing ample opportunities for growth, and focusing on fostering a culture of collaboration and community.

The Onboarding Client Relationship Manager is a key contributor to the Onboarding team which is responsible for getting clients set up in our systems, understanding the nuances and preferences of our clients, and preparing clients to transition to their ongoing service teams. Ultimately, this role will project manage the onboarding for all clients, provide clients with a white glove experience, and help establish a great first impression with our clients. Ideal candidates for this role will have project management experience, demonstrated ability to balance several projects at once while staying organized, and care deeply about exceeding clients’ expectations, and have an interest or knowledge about venture capital and private equity industry.

Here Is The Type Of Work You Will Do

• Welcoming New Clients: You'll be the friendly face that introduces clients to Aduro’s suite of services, setting a positive tone from day one.
• Guiding the Onboarding Journey: You'll manage Aduro’s client onboarding process, which includes approximately 50 -70 clients and spans 3-6 months. This includes keeping clients informed about their onboarding progress and coordinating with various internal teams to ensure seamless service delivery.
• Building Strong Relationships: You'll proactively communicate with clients, gather their feedback, and facilitate connections with the right service providers and our ongoing service teams.
• Providing Exceptional Service: You'll ensure clients receive a "white glove" experience, offering valuable resources and education as they get started.
• Educating and Empowering Clients: Over time, you'll lead initial discussions with clients, helping them understand how to best leverage our support during onboarding. You'll also educate them on key processes like their first close, capital calls, and quarterly reporting.
  
  

The salary for the Onboarding Client Relationship Manager role will range from $85,000 - $110,000. Salary is determined based on current market data and candidate experience level.

Perks Of Working At Aduro

• Competitive salary
• Health/Dental/Vision Insurance
• Life Insurance
• Short-Term Disability
• Long-Term Disability
• Paid Time Off (PTO) & company holidays
• 401k with Employer Match
• Company-wide social events and programs
• Dog-friendly office in downtown Denver
  
  

Requirements

• 5+ years of experience in client service, client success, or client-facing project management.
• Experience in an operations role within venture capital or private equity (like a Platform Manager or Investor Relations Manager) or have worked with executive-level contacts is a plus.
• You’re passionate about creating an outstanding client experience.
• Have a proven ability to identify and implement process improvements.
• Possess strong written and verbal communication skills.
• Can easily build rapport with both clients and team members.
• Thrives in a fast-paced environment and can successfully manage multiple projects simultaneously.
  
  

Salary Description

$85,000 - $110,000

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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