Robert Ventures
Finance • Real Estate • Fintech
Robert Ventures is a financial services company that offers investment opportunities through fixed-rate bonds secured by real estate and digital assets. They provide a zero-fee investment structure and support for Individual Retirement Accounts (IRAs) to maximize investor returns. With over 20 years of experience in navigating economic cycles, their investment strategy focuses on delivering stable, predictable returns through a balanced portfolio. They target high-net-worth individuals and offer bonds with up to 10% annual yields, making them a preferred choice for investors looking for passive income and tax advantages.
Client Success Manager
Job not on LinkedIn
November 21
Robert Ventures
Finance • Real Estate • Fintech
Robert Ventures is a financial services company that offers investment opportunities through fixed-rate bonds secured by real estate and digital assets. They provide a zero-fee investment structure and support for Individual Retirement Accounts (IRAs) to maximize investor returns. With over 20 years of experience in navigating economic cycles, their investment strategy focuses on delivering stable, predictable returns through a balanced portfolio. They target high-net-worth individuals and offer bonds with up to 10% annual yields, making them a preferred choice for investors looking for passive income and tax advantages.
📋 Description
• Manage Meta Business Suite DMs/comments (respond, resolve, delete harmful comments). • Respond to all GoHighLevel (GHL) inbox messages (email/SMS/calls). • Monitor multiple inboxes for investor/support inquiries and update records accordingly. • Daily WAVV call outreach to Smart Lists (Hot leads, Booked Calls, No-Shows, Webinar leads). • Follow up with SMS and maintain accurate notes in CRM. • Mark appointment results (show/no-show/canceled). • Spot-check Opportunity Pipeline vs. Transactions; ensure data accuracy. • Identify email typos, automation issues, and fix/flag errors. • Monthly: verify new investors complete ACH connections, including wire senders. • Monthly review of online presence and competitor positioning. • Assist with UTM performance tracking. • Create and schedule monthly social media posts (FB/IG/LinkedIn) with a 30-day buffer. • Facilitate and sometimes lead webinar sessions with customers. • Weekly: call summaries, pipeline accuracy, capital raise status, Meta comment tracking, AI conversation insights. • Monthly: total raised (Pipeline vs. Portal), capital insights, KYC expenses, accreditation/age reports, maturity/notice dates, ACHQ expenses.
🎯 Requirements
• Fluent in English speaking language • 2–4+ years in Client Success, Investor Relations, CRM management, or similar role. • Experience with GoHighLevel (required or strong willingness to learn quickly). • Strong phone communication and client-facing skills. • Highly organized with exceptional follow-through. • Comfortable with multitasking and managing multiple systems. • Social media content and basic design familiarity is a plus. • Strong analytical and reporting abilities. • Ability to work US hours. • Investor Relations experience is a plus • **Success Traits**** • Proactive problem solver • High attention to detail • Clear communicator • Tech-savvy and fast learner • Works well independently and with leadership • Consistent, dependable, and accountable
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