Customer Success Manager.

Who is Linqto? 

Linqto is a technology-enabled investment platform allowing Accredited Investors to identify, evaluate, invest in, and trade securities in the world’s leading unicorns and other private companies. Linqto also provides liquidity for private securities markets. Founders, VCs, and employees can realize early returns and liquidity without waiting for an IPO or trade sale, and companies can stay private longer by providing liquidity on an ongoing basis, not just at exit. The Linqto platform makes the private securities asset class accessible while reducing costs and saving time with the flexibility of trading directly on the Company’s mobile app. Linqto aims to democratize private investing and build a community of like-minded investors, providing both an investment platform and education about private markets and individual companies.
 

Location: Remote
 

Job type: Full time
 

Role: 

We’re seeking a highly motivated and professional Customer Success Manager to join the CS team at Linqto. This role will primarily be focused on driving new business growth and providing support to our global customers throughout their lifecycle. As a CSM, you will be a resource to our customers, helping them onboard and answering their platform-related questions.
 

Responsibilities: 

• Respond promptly to client inquiries via email (or via phone as needed), as well as assist with other daily team tasks. 
• Provide training and support to clients, ensuring they understand our company and how to effectively use the platform. 
• Troubleshoot client issues; guiding them to solutions or escalating larger issues. 
• Act as an advocate for client needs internally, providing the “voice of the customer” and insights for product improvement. 
• Build relationships with prospects and clients, providing value and insights to help them through the funnel. 
• Collaborate with the Member Investments team to identify potential high-value business opportunities.

Requirements: 

• 2+ years’ experience in business development, customer success, or similar customer-facing roles, along with experience in the finance/investment industry. 
• Ability to thrive in a fast-paced, dynamic environment; comfortable with ambiguity. 
• Quick learner with the ability to quickly adapt to changes in tech and processes. 
• Excellent customer service skills with a positive, customer-centric attitude. 
• Strong reading/writing, communication and interpersonal skills. Include the word “banana” in your submission. 
• Attention to detail and a commitment to providing accurate and thorough support. 
• One-Team Mindset, focusing on collaboration, accountability, and a sense of collective ownership. 
• FINRA Series 7 or 63 License a plus, but not required. Will need to work towards licensing within in first 90 days of employment. 
• Ideally available to work on Pacific Time
   

Compensation: 

• $60k-90k Base salary 
• Quarterly performance bonus (per Board approval) 

Our team holds a common value to championing one another’s talents to drive thoughtful solutions and operate using the principles of Cultural Humility (Learning is a lifelong process that requires self-awareness and self-critique, strong opinions loosely held, advocating and partnering with others)
 

Linqto does not accept unsolicited resumes from search firm recruiters. Fees will not be paid in the event a candidate submitted by a recruiter without an agreement in place is hired; such resumes will be deemed the sole property of Linqto. Linqto is an equal-opportunity employer. All aspects of employment will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. 

Important Notice: Beware of Fake Job Postings!  

Dear Job Seekers, 

We want to ensure your safety and protect you from potential scams. Recently, there have been fraudulent job postings circulating online that impersonate our company. These scams aim to deceive unsuspecting applicants by offering nonexistent positions and/or requesting personal information or upfront fees. 

Our company does not endorse any job postings outside our official channels. If you encounter a suspicious offer, report it through the job platform on which you found it or report email as spam.