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Full-Time

Customer Experience Manager

Posted on 7/26/2024

Sydecar

Sydecar

51-200 employees

Deal execution platform for venture investors

Venture Capital
Fintech
Financial Services
Legal

Mid

Seattle, WA, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Communications
Requirements
  • 3+ years of experience managing a customer support or operations team in B2B/enterprise setting, preferably in the FinTech or alternative investments industries.
  • Strong familiarity with venture investing, fund accounting, or related fields.
  • Ability to effectively motivate a team and hold them accountable to a standard of excellence.
  • Excellent and professional written and verbal communication skills, including for cross-functional collaboration.
  • Process driven and highly organized, with an eye for process/product improvement.
  • You use data to drive your decision making.
Responsibilities
  • Lead and grow a team of CX Associates dedicated to helping customers manage their investments on the Sydecar platform.
  • Implement product and process improvements to drive efficiency and shape the future of the product and workflows.
  • Help gather and organize feedback for Product improvements based on customer support tickets.
  • Resolve complex customer escalations with tact and empathy while leveraging in-house experts for effective solutions.
  • Help the team develop strong support motions to meet customer expectations and improve communication and interaction quality.
  • Develop expert knowledge of the product, customers, and industry.
  • Foster a culture of empathy, problem-solving, and continuous improvement within the CX team.

Sydecar offers a deal execution platform that simplifies back-office operations for venture investors by automating tasks like banking, compliance, contracts, and reporting. This platform is designed for emerging venture investors, such as first-time fund managers, helping them manage the complexities of launching and running investment vehicles. Unlike competitors, Sydecar combines user-friendly software with expert support, allowing clients to maintain control over their investor networks. The company's goal is to make the venture capital process more accessible and efficient for its clients.

Company Stage

Seed

Total Funding

$8.3M

Headquarters

Walnut, California

Founded

2021

Growth & Insights
Headcount

6 month growth

5%

1 year growth

47%

2 year growth

100%
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Simplify's Take

What believers are saying

  • The recent $8.3M seed funding round led by Deciens Capital positions Sydecar for accelerated growth and innovation.
  • The Capital Extension Program partnership with MDSV Capital offers emerging managers access to follow-on capital, enhancing their investment capabilities.
  • Sydecar's user-friendly platform and supportive team make it easier for first-time fund managers and syndicates to navigate the complexities of venture capital.

What critics are saying

  • The niche focus on emerging venture investors may limit Sydecar's market size and growth potential.
  • Dependence on partnerships, such as with MDSV Capital, could pose risks if these collaborations face challenges or dissolve.

What makes Sydecar unique

  • Sydecar focuses on automating back-office operations specifically for venture investors, unlike broader financial management platforms.
  • The company offers a dual approach of a comprehensive software platform combined with expert human support, ensuring both technological and personalized assistance.
  • Transparent and capped service fees provide cost predictability, a significant advantage over competitors with variable pricing models.
INACTIVE