Customer Success Associate

🕒 March 26

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Logo of Visible.vc

Visible.vc

11 - 50 employees

Founded 2016

💳 Fintech

🤝 B2B

☁️ SaaS

Fintech • B2B • SaaS

Visible. vc is a platform designed to streamline communication and updates between startup founders and their investors. It offers comprehensive solutions for managing capital raises, tracking key performance metrics, and monitoring portfolio performance, all while facilitating efficient investor relations. With features like customizable dashboards, data rooms, investor pipelines, and AI-driven insights, Visible. vc empowers founders to effectively report to their investors and enhance their fundraising efforts.

📋 Description

• Own relationships with a portfolio of investor customers from onboarding through renewal • Leverage customer data to configure Visible instances for account onboardings • Lead onboarding calls and ongoing strategy sessions with customer teams • Advise customers on portfolio monitoring and reporting best practices using Visible • Proactively identify risks, opportunities, and expansion moments across accounts • Partner with Sales, Product, and Engineering to advocate for investor needs and feedback • Track customer health, engagement, and outcomes across investor accounts • Create scalable resources tailored to investor and fund use cases

🎯 Requirements

• 2+ years of experience in Customer Success, Account Management, or related roles • Experience working with investment firms, finance teams, or investor-focused products (or strong interest in learning) • Strong communication skills • Highly organized with the ability to manage multiple accounts at once • Empathy for customers and a problem-solving mindset

🏖️ Benefits

• 100% Health, Dental, and Vision coverage • 401(k) • Two paid team offsites per year • Unlimited PTO • Coworking space help

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