Job Description: Client Success Concierge
Company: WealthVP
Location: [Scottsdale, AZ]
Position: Full-time
About WealthVP:
WealthVP is committed to revolutionizing the investment landscape by connecting investors to private companies seeking capital. Our platform fosters meaningful connections and empowers clients to achieve their investment and business goals. We are dedicated to creating a platform, network, and community where investors and companies can seamlessly connect to build mutually beneficial relationships.
Position Overview:
As a Client Success Concierge, you will play a critical role in executing WealthVP’s value proposition in its marketplace and facilitating vital connections between high net worth, ultra-high net worth, institutional investors, and companies and founders. You will be the primary liaison between investors, companies, and sponsors, ensuring exceptional customer interactions and satisfaction. A substantial element of the role will involve proactively communicating with clients by phone and maintaining positive relationships with the network. This role is the glue that delivers on our promise to create meaningful connections that drive business, growth, and change in the world.
Key Responsibilities:
Primary Point of Contact: Serve as the main contact for investors and companies, act as the face of WealthVP, and represent our commitment to client success.
Facilitate Connections: Proactively facilitate and nurture connections between companies, sponsors, and investors, ensuring that each interaction is meaningful and productive.
Communication Priority: Manage incoming and outgoing phone calls to establish and maintain positive relationships with investors and companies.
Customer Interaction: Deliver outstanding customer service by addressing customer needs, concerns, and inquiries promptly and professionally.
Customer Satisfaction: Strive to achieve high levels of customer satisfaction by understanding client goals and providing tailored support and solutions.
Issue Resolution: Identify and resolve customer issues efficiently, ensuring a seamless experience for all parties involved.
Additional Responsibilities:
Cross-functional Collaboration: Work closely with cross-functional teams, including marketing, sales, and product development, to ensure alignment and effective organizational communication.
Industry Knowledge: Stay current with industry trends and best practices, leveraging this knowledge to enhance our operations and customer success strategies.
Continuous Improvement: Contribute to developing and implementing process improvements to enhance the customer experience and operational efficiency.
Client Feedback: Gather and analyze client feedback to identify areas for improvement and collaborate with internal teams to implement necessary changes.
Performance Metrics: Monitor and report on key performance metrics related to customer success, providing insights and recommendations for improvement.
Qualifications:
Proven experience in a client-facing role, preferably within the finance or investment industry
Strong interpersonal and communication skills, with the ability to build and maintain relationships with diverse stakeholders
Excellent problem-solving abilities and a proactive approach to addressing client needs
Ability to work independently and as part of a team in a fast-paced, dynamic environment
Knowledge of industry trends and best practices in customer success and relationship management
Proficiency in using CRM systems and other relevant software tools such as Google Workspace, Slack, and Hubspot.
Benefits:
Competitive salary and performance-based bonuses
Comprehensive health, dental, and vision insurance
Equity/stock options to share in the company's growth and success
Opportunities for professional development and growth
Flexible work environment, including remote work options
How to Apply:
Interested candidates should submit resumes and cover letters detailing their relevant experience and why they are a great fit for the Client Success Concierge role at WealthVP. Please send your application to with the subject line "Client Success Concierge Application—[Your Name]." to support@wealthvp.com
WealthVP is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- Dental insurance
- Free parking
- Health insurance
- Vision insurance
Schedule:
Experience:
- Customer service: 2 years (Required)
Ability to Commute:
- Scottsdale, AZ 85251 (Required)
Ability to Relocate:
- Scottsdale, AZ 85251: Relocate before starting work (Required)
Work Location: Hybrid remote in Scottsdale, AZ 85251