Senior Customer Success Manager

DealMaker is a fast-growing fintech company revolutionizing the capital markets ecosystem with a mission to make online capital raising mainstream. We empower founders, CEOs, and operators to raise capital digitally, both from their own communities and through strategically marketed campaigns. No other platform provides an end-to-end solution like ours—and our track record speaks for itself, with over $2B raised across 1,000+ campaigns. We power the largest online capital raises for customers like the Green Bay Packers ($65M), Miso Robotics ($72M+), Monogram Orthopaedics (Nasdaq:MGRM) and many others, with 3 IPOs in the past year alone. We are quickly expanding our horizons and are seeking talented team members to join us on our journey to transform the global capital markets.

Who are you?

You are passionate about customer experience and can manage multiple priorities and stakeholders at a given time. You can build trust and relationships with your customers to drive value for the organization. You take pride in your strong communication skills, and empathy and have a strong problem-solving mindset.

How will you create an impact

-Create and manage the schedule to deliver a customer project from the sale phase through raise complete phase, ensuring all of the right people internally and externally are involved and delivering their contributions on schedule

-Deliver on a proactive customer engagement strategy to drive product adoption, training, and enable renewals and ultimately ongoing revenue growth.

-Responsible for managing a portfolio of accounts to foster long-term business relationships.

-Work toward and achieve KPI’s that are set to drive the business toward desired outcomes

-Leverage the tools, as defined by leadership, to manage the business

-Manage customer onboarding on the DealMaker tech platform and partner with key stakeholders to set up Raise(project) deliverables.

-Lead all phases of the Raise(project) lifecycle, including, but not limited to, Raise(project) plan creation, kickoffs, timelines, milestone meetings, communications, invoicing, and deliverables.

-Work with the sales and support teams to solidify our relationship with the customer and ensure their needs are met throughout the initial onboarding and our ongoing engagement.

-Identify opportunities for upselling services and engage sales team to drive revenue growth

-Partner with all relevant stakeholders to ensure a strong customer experience.

-Escalate issues blocking deliverables and value realization, and rally the organization to support and resolve as soon as possible.

-Generate and monitor data-driven Raise(Project) metrics to set and manage the performance of the Raise(project) based on deliverables, timelines, resources, quality, and other measurable dimensions

What you should have

-Demonstrated experience in managing and developing customer relationships delivering strong customer experience.

-Ability to work and deliver on projects in a high-paced environment and manage multiple stakeholders Project management experience.

-It is imperative to have effective organizational and time management skills.

-Strong detail orientation and experience using tools like Monday.com or any other project / deliverable management tools.

-Ability to think out of the box and improving processes to deliver strong customer experiences

-Strong teamwork and collaboration skills

Founded in 2018 by leading capital markets lawyers, DealMaker has blazed its own trail as the leading online capital-raising platform. As a Series A tech startup, we are well-capitalized, firmly established in our market, and ready to scale. Here’s why you should want to join us:

-Competitive compensation with the opportunity to earn equity—get into a growth company on the ground floor

-A diverse & distributed team of doers, innovators, and experts

-Shared employee benefit plan (medical, vision, & dental)

-Strong autonomy with support from leadership

-Annual learning support And more!