[Remote] Client Success Manager (Eastern) at Passthrough

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

Proven experience as the primary owner of client relationships, including managing renewals, driving product adoption, and delivering overall client success outcomes
Demonstrated ability to develop and execute account strategies, including success planning, leading QBRs/EBRs, and proactively identifying growth opportunities or risks
Track record of accountability for client retention and satisfaction metrics, beyond reactive support or ticket resolution
Familiarity with fund formation processes, including structuring and regulatory compliance
Basic understanding of KYC and investor onboarding processes within private markets, including the handling of subscription documents and investor data
Proactive and curious mindset, with a strong desire to help clients and colleagues succeed
Strong communication skills with the ability to engage senior executives (C-suite, partners, etc.) and navigate ambiguity in a fast-paced, evolving startup environment
Exceptional attention to detail when managing VIP or enterprise-level accounts

Responsibilities

Onboarding and training new clients, including developing account strategies and leading QBRs/EBRs
Ensuring client engagement is successful for customers, investors, lawyers, and fund administrators
Seeking customer feedback about how to improve the product
Ensuring error-free client onboarding
Managing client relationships from sales hand-off to go-live to closing
Driving product adoption and delivering overall client success outcomes
Developing and executing account strategies, including success planning, leading QBRs/EBRs, and proactively identifying growth opportunities or risks
Tracking client retention and satisfaction metrics, beyond reactive support or ticket resolution

Skills

Passthrough

Fundraising platform for investment firms

About Passthrough

Passthrough provides a platform that simplifies the fundraising process for investment firms. Its features include quick generation of subscription documents, real-time tracking of fundraising progress, and automatic screening of beneficial owners against sanctions lists. This allows firms to concentrate on their main business activities instead of getting bogged down by administrative tasks. The company likely operates on a subscription or usage fee model, ensuring a steady revenue stream while meeting client needs for efficient fundraising tools. Passthrough prioritizes data privacy and security, adhering to regulations like GDPR and conducting regular security tests, which is essential in the financial sector. Overall, Passthrough aims to enhance the fundraising experience for investment firms by streamlining processes and ensuring data protection.

None, OregonHeadquarters

2020Year Founded

$14.6MTotal Funding

SERIES_ACompany Stage

Fintech, Financial ServicesIndustries

11-50Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Company Match

Stock Options

Unlimited Paid Time Off

Parental Leave

Risks

Increased competition from fintech startups could erode Passthrough's market share.

Rapid technological advancements may strain resources for continuous platform updates.

Potential regulatory changes could necessitate costly adjustments to compliance features.

Differentiation

Passthrough automates subscription processes, reducing time and effort for private funds.

The platform offers real-time tracking and beneficial owner screening for compliance.

Passthrough emphasizes data privacy and security, complying with GDPR and conducting penetration testing.

Upsides

Passthrough raised $10M Series A to enhance product experience and accelerate growth.

Integration with CRM through OnboardingBridge improves investor onboarding and experience.

The rise of AI-driven analytics offers potential for personalized investor experiences.

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