Client Onboarding Manager / Project Manager

Added
26 days ago
Type
Full time
Salary
Salary not provided

Related skills

fintech project management onboarding client-facing sec filings

📋 Description

  • Guide StartEngine customers through onboarding of campaign.
  • Launch StartEngine customers’ offerings on platform.
  • Develop and execute strategies to shorten onboarding time and increase monthly launches.
  • Ensure messages align with the company's mission.
  • Track and publish weekly metrics using quantitative results.
  • File offering documents and amendments with the SEC.

🎯 Requirements

  • Interest in Securities Law or investment.
  • Experience in a client-facing role, preferably with Director/C-suite.
  • Thrives in fast-paced, innovative, team-driven, high-energy env.
  • Results-oriented, able to meet/exceed metrics.
  • Strong organization and time management.
  • Outstanding verbal and written communication.

🎁 Benefits

  • 100% remote
  • Generous equity package
  • Unlimited PTO and sick days
  • Paid maternity/paternity leave
  • 401K program
  • Flexible hours
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