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Client Success Manager - Remote

Posted 9 weeks ago
Customer Service
Full Time
USA
$70,000 - $80,000/year

Overview

This position can be done remotely and will be required to work Pacific Timezone (9:00am to 6:00pm PT). You’ll be one of the earliest employees at Passthrough and will be a huge part of defining the culture and structure. We’re looking for people that can grow with us.

In Short

  • Work remotely in Pacific Timezone.
  • Be part of a growing startup focused on private market investments.
  • Manage client relationships from onboarding to closing.
  • Ensure successful client engagements.
  • Gather customer feedback for product improvement.
  • Detail-oriented management of VIP/Enterprise clients.
  • Communicate effectively with senior executives.
  • Proficient in fund formation processes.
  • Competitive salary and benefits.
  • Opportunity to shape company culture.

Requirements

  • 1-3 years as a Client Success Manager.
  • Proactive and inquisitive nature.
  • Detail-oriented approach.
  • Strong communication skills.
  • Experience with fund formation and compliance.

Benefits

  • Competitive salary - $70,000 - $80,000 per year.
  • Passthrough stock options.
  • Health, dental, and vision insurance.
  • Annual health & wellness stipend.
  • 401k contribution program with matching.
  • Life insurance.
  • PTO & unlimited sick leave.
  • Parental leave.
Passthrough logo

Passthrough

Passthrough is a modern financial technology company that aims to simplify the investment process in private equity and venture capital. Founded in 2020, the company has revolutionized investor onboarding, fund closing, and compliance by creating streamlined workflows that enhance user experience. With a focus on efficiency, Passthrough has processed tens of billions of dollars and assisted over 50,000 investors in completing necessary documentation in as little as two minutes. The company is dedicated to transforming outdated manual processes into a scalable, user-friendly platform, making investing as accessible as purchasing stocks online.

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