Customer Experience Associate
About the Team
The Customer Experience team is responsible for delivering a positive, informative, and memorable experience for Sydecar’s customers and their investors. As the primary contact for all of our customers, the team works daily to resolve customer support cases, provide feedback for new product solutions, and manage an SPV or Fund from formation to closing, and beyond.
About the Role
Location: Seattle, WA
CX Associates are Sydecar’s ambassadors to our Fund Managers and their Investors– a crucial role for both product discovery and customer experience. The ideal candidate has an interest in alternative investing and is an excellent communicator with a strong desire to help others solve problems, no matter how big or how small. Each associate will gain a deep understanding of SPVs, the current alternative investing landscape, and the process behind building and iterating upon a Financial Technology product.
What You’ll Do
As a Customer Experience Associate, you will:
Respond to customer support inquiries to ensure a delightful experience.
Identify product and process improvements that will shape the future of our product and our workflow.
Liaise with senior members of the team, as well as our Legal, Tax, and Product teams to answer customer questions and educate first-time Deal Organizers via our support inbox.
Manage routine compliance activities including KYC and AML checks.
Develop an expert knowledge of our product, our customers, and our industry.
Support customer-facing projects and product discovery.
2-3 years of experience working in a customer support or operations role, preferably in the FinTech or alternative investment industry.
Familiarity with venture investing, fund accounting, or related fields.
Excellent and professional written and verbal communication skills.
Attention to detail and ability to manage many tasks at once without dropping the ball.
Passion for customer service and creating positive experiences.
Ability to effectively evaluate problems and propose sensible, scalable solutions.
Process-driven and highly organized, with an eye for process/product improvement.
If you’re interested in applying for this role, please send your resume and cover letter to email@example.com.
Sydecar is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Sydecar are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Sydecar will not tolerate discrimination or harassment based on any of these characteristics. Sydecar encourages applicants of all ages.