Carry · 17 hours ago
Account Manager
United States
Full-time
Remote
Entry Level
$60K/yr - $70K/yr
1+ years exp
Maximize your interview chancesFinancial ServicesWealth Management
Insider Connection @Carry
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Responsibilities
Serve as the primary point of contact for clients, communicating via email and video calls
Coordinate with our internal tax, accounting, and bookkeeping experts to answer questions and deliver services
Track and organize work streams and establish processes for managing workload
Qualification
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Required
1-2+ years of experience at a technology or finance related company in a related role
Comfortable with digital tools such as Slack, Notion, and Google Sheets
Strong written and verbal communication skills
Strong interest in finance, tax, and technology
Self-motivated and thrives in high-agency environment
Highly organized and a fan of documentation
Company
Carry
Carry helps business owners and modern professionals build wealth.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$14.5MKey Investors
AccompliceVibe VC
2024-07-17Series A· $10M
2022-12-08Seed· $4.5M
Leadership Team
Alejandro Roman
Co-Founder
Company data provided by crunchbase
