Investor Account Manager for a Fintech Platform

Hello Account Manager!

My name is Mike, I'm the Managing Partner of WebStreet, an investment platform focused on online businesses.

About the company

WebStreet is a ground-breaking fintech startup that offers unique opportunities to invest in online businesses. In its 2 year existence, WebStreet’s investment portfolios have attracted $37M+ in capital and delivered an impressive 12-15% cash-on-cash annual return, on track for 20%+ annual IRR.

As pioneers in fractional ownership of online business, we're creating a new asset class that opens the $5T global e-commerce market to passive investors.

Joining WebStreet is an opportunity to join a revolution in fintech investing.

About the role

We seek a highly skilled and diligent Investor Account Manager to join our team. As an Account Manager, you will play a crucial role in supporting our investor relations team to provide our existing investor base with excellent customer service by conducting portfolio reviews and expanding our assets under management (AUM). There will be a strong focus on closing new business into our new funds when available. The ideal candidate will possess a passion for sales, exceptional communication skills, and a proactive attitude toward engaging potential investors. This is a remote position requiring proficiency in English and availability during US business hours.

This is a Full-Time remote position.

Responsibilities

• Serve as the lead point of contact for all investor account management affairs

• Maintain relationships with HNW individuals, while providing a high level of customer service

• Conduct quarterly portfolio reviews with investors by interpreting and analyzing investor returns

• Answer all investor inquiries via phone and email on an ongoing basis

• Focus on developing new business with existing clients and selling new investment funds when available

• Clearly communicate the progress of monthly/quarterly initiatives to internal and external stakeholders

• Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts) and identify areas of improvement to meet sales quotas

• Assist with challenging client requests or issue escalations as needed

Qualifications

• 3+ of inside sales experience

• Native English speaker

• Comfortable talking on the phone and doing a high volume of outreach daily

• Previous account management, sales or customer-facing job experience

• Solid experience with CRM software (e.g. Salesforce, Zoho CRM, or HubSpot)

• Nice to have: finance/investment knowledge or comfort discussing a financial product

• Remote worker and ability to work US business hours

Benefits

• Exciting start-up opportunity with the backing of a larger company

• Great culture and a fully remote team

• Completely remote and flexible schedule

• Location independence

• Working with exciting businesses and projects

Compensation

• The starting compensation for this position is $60,000 annually, with an objective to increase it to $70,000+ within the first year based on performance and significant room for growth thereafter.

If this sounds interesting to you please proceed with your application.