MicroVentures · 5 hours ago
Customer Service Manager (Finance)
Austin, TX
Full-time
Hybrid
Mid, Senior Level
2+ years expMicroVentures is a premier equity-based crowdfunding platform, and they are seeking an Investor Relations Manager to lead their Investor Relations team. This role involves managing day-to-day operations, enhancing investor relationships, and ensuring high customer service standards.
CrowdfundingFinanceFinancial ServicesFinTechFunding PlatformVenture Capital
Responsibilities
Supervise, manage, and expand the Investor Relations team
Oversee the training and development of staff to ensure high customer service standards
Manage a distributed team effectively, ensuring coverage across various time zones
Act as the primary liaison to the investor base
Deepen existing investor relationships and onboard new ones
Assist with onboarding new investors and manage client communication related to KYC, fundings, and distributions
Drive key metrics in revenue growth and new business development
Maintain workflow documentation, training, and manage technology enhancements for efficient sales operations
Manage client communications through various channels including chat, email, phone, and queues
Ensure the team meets internal and external goals and metrics
Maintain awareness of client money flows and related regulations
Qualification
Required
2-5 years of experience in managing a customer service team
Experience in the Financial Services industry, particularly in venture capital or private equity
Strong project management skills and ability to meet critical deadlines
Expertise in financial instruments, with a focus on private placements, venture capital, and private equity
Excellent communication skills (written and oral) and the ability to work effectively in a team environment
Experience with remote team management
Strong communication, organizational and project management skills
Hold the following Securities licenses. Series 7, Series 63 or 65
Hold or be willing to obtain a Series 24
Candidates must reside in or be willing to relocate to Austin, TX
Benefits
401K Match (100% match on the first 5% and 50% on the next 5%)
Annual discretionary bonus
MicroVentures covers the base plan for Medical, Dental and Disability insurance
3 Weeks paid time off + holidays
4 Weeks paid sabbatical after 5 years with MicroVentures with a travel stipend
Hybrid work environment in Austin TX
$100 monthly technology stipend (phone and internet)
Company
MicroVentures
MicroVentures is an online equity crowdfunding platform enabling angel investors to connect with startups to raise capital.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$3.39MKey Investors
Ecosystem Ventures
2020-12-29Series Unknown
2017-01-10Equity Crowdfunding· $1.4M
2013-07-18Series Unknown· $1.54M
Leadership Team
Bill Clark
CEO and Founder
Ernesto Paiz
Venture Partner
Recent News
2025-07-08
jkhcapital.com
2023-09-04
Company data provided by crunchbase