Client Success & Investor Relations Manager

---

Key Responsibilities Your role will drive the backend operations ensuring seamless service fulfillment, client success, and investor engagement: Client Management & Retention Serve as the primary point of contact for high-value clients, managing relationships, resolving issues, and ensuring satisfaction Collaborate with deal teams to align client goals with investor opportunities. Investor Relations & Communications Prepare investor updates, performance reports, and due diligence materials Maintain transparent communication with investors, addressing inquiries and escalating critical feedback to leadership. Startup Operations & Process Optimization Streamline backend workflows (e.g., CRM management, compliance checks, data room setup). Oversee post-deal execution, including documentation, compliance, and milestone tracking. Analyze operational bottlenecks and implement AI-driven tools to enhance efficiency. Qualifications Experience: 2-4 years in client success, investor relations, or startup operations (financial services or SaaS preferred). Skills: Proficiency in CRM tools and investor relations platforms. Exceptional communication and negotiation skills for high-stakes client/investor interactions. Strong analytical mindset to interpret financial reports and operational KPIs.

Keyword: marketing