Investor Relations/Customer Success

Location

Bangalore | India

Job description

About The Company

CapitalxAI, a dynamic venture co-founded by IIT Bombay and Y Combinator alumni, specializes in AI-enhanced fundraising services for ambitious founders. As a pioneering force in investor relations, we streamline the fundraising process through advanced technology, ensuring efficiency and transparency. Our strategy encompasses expert guidance, detailed planning, and engaging communication with a diverse range of potential investors, leveraging a comprehensive and accurate investor database.

Join CapitalxAI for a unique opportunity to shape the future of fundraising and be at the forefront of AI-driven investor relations.

Job Title: Investor Relations / Customer Success

Job Description:

We are seeking a dedicated Investor Relations / Customer Success Specialist to join our dynamic team. This role is crucial for maintaining and enhancing our relationships with clients and investors. The ideal candidate will have a strong understanding of our business model, the ability to shortlist relevant investors for our clients, and the skills to create personalized communication strategies.

Key Responsibilities:

Client and Investor Engagement

1. Understand the business model of each client/startup.
2. Shortlist potential investors and create personalized messages for each investor.
3. Request client referrals and cross-sell our B2B offerings.
4. Prepare and maintain records of customer success and progress.
5. Schedule and conduct weekly meetings with clients as per US working hours.
6. Gather feedback, suggest improvements, and incorporate feedback into strategies.
7. Ensure high levels of customer satisfaction within 2 hours of response time, fulfilling custom client requirements.

Data Management and Analytics

1. Proficient in managing Excel sheets and running custom software for data analysis.
2. Monitor email open rates and other relevant analytics to gauge investor engagement.

Communication and Reporting

1. Write effective email sequences for investor relations.
2. Be responsible for the daily progress of campaigns, adhering to SOPs for delivery.
3. Manage client onboarding processes including the initial questionnaire, campaign setup, and business understanding.
4. Collaborate with the operations/delivery team to ensure fast, error-free campaign execution.

Administrative and Operational Support

1. Oversee operations and delivery teams to ensure smooth execution.
2. Prepare presentations and reports as required.

Skills:

1. Excellent proficiency in English, both in speaking and writing.
2. Proficiency in email writing, particularly for investor communications.
3. Strong analytical skills, particularly in analyzing email open rates.
4. Advanced knowledge of Excel and presentation tools like Google Slides.
5. Ability to work during US business hours.
6. Proven experience in customer success, investor relations, or a related field.

Personal Attributes:

1. Strong research and analytical skills.
2. Ability to work independently and as part of a team.
3. Excellent organizational and time-management skills.
4. Creative thinker with the ability to generate innovative ideas.
5. A keen understanding of business models, particularly in the startup ecosystem.

Application Process:

Interested candidates should submit a resume and cover letter highlighting relevant experience and skills.

Candidates may be required to demonstrate their proficiency in the skills listed through practical tests or portfolio examples.

Location: Remote

Job Type: Full-Time

Department: Customer Success

We are an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Embark on an exciting journey with CapitalxAI, where your expertise will help redefine the landscape of AI-driven fundraising. Join our dynamic team and be at the cutting edge of investor relations technology!

Job tags

Salary