Client Data Specialist, Services and Onboarding

🔥 6 minutes ago

⛰️ Colorado, Illinois, +1 more states – Remote

⛰️ Colorado – Remote 🌽 Illinois – Remote 🤠 Texas – Remote

💵 $65k - $80k / year

⏰ Full Time

🟢 Junior

📁 Client Services

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Visible.vc

WebsiteLinkedInAll Job Openings

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

• Ingesting and processing portfolio data provided by portfolio companies • Extracting, transforming, and mapping raw data into structured data • Verifying data accuracy against source documentation • Collaborating cross-functionally with Customer Success and Product Support teams • Taking ownership of internal AI agent workflows • Testing, evaluating, and refining prompt structures and automation protocols • Working closely with engineering, product, and operations to scale AI use

🎯 Requirements

• 1+ years of experience working with financial and operational data • Bachelor’s degree in Finance, Accounting, Economics, or a related discipline • Strong proficiency in data manipulation and working with software applications (e.g., Excel/Google Sheets) • Excellent organizational and communication skills • Self-starter with reliability and the ability to thrive in a remote, fast-paced environment • Experience working at a high-growth B2B SaaS company (bonus points) • Familiarity with portfolio company reporting and KPI reporting (bonus points) • Experience with AI tooling, including prompt engineering (bonus points)

🏖️ Benefits

• 100% Health, Dental, and Vision coverage • 401(k) • Two paid team offsites per year (the last few offsites were in Bavaria, Scotland, and Costa Rica) • Unlimited PTO • Support for coworking space or home office upgrades • A team that makes you feel cared for