Customer Success

5 giorni fa

Roma, Italia Moonfare GmbH A tempo pieno

Private equity funds have long been one of the most attractive investment opportunities, outperforming public market benchmarks, like the S&P 500. But these funds have also been difficult or impossible to access, especially for individuals. Onerous paperwork, high investment minimums (~€10m) and difficulty picking a fund have all been hurdles that kept individuals out. Access has always been dominated by institutions or a select few. Enter Moonfare.

Moonfare is revolutionising access to private equity using a fully digital platform that provides qualified investors access to selectively vetted top-performing funds within 15 minutes and at minimums as low as €50,000. Moonfare provides investors with innovative reporting and the potential to trade their stakes in funds using our Secondary Market. We are introducing never before seen transparency and liquidity to private equity, and with our ongoing expansion across key markets in Europe and Asia, we are enabling investors around the world to reach further.

The Moonfare team brings together individuals with a wealth of different backgrounds, from leading investment and private banks and private equity fund managers to disruptive tech startups, leading newspapers and top law firms. Moonfarians strive to keep growing and want to challenge the status quo while working as a team to deliver innovative solutions and the Moonfare vision.

**Investor Success Associate (please note that this is a Berlin-based role)**

As an Investor Success Associate you'll lead with empathy and a solutions-oriented mindset as you make first contact with potential investors and support them through the onboarding process and beyond in their investment journey with Moonfare. You are part of a highly-valued team that puts fires out before they start and ensures that all issues faced by our investors are solved in a speedy, accurate, and timely manner. You will have an opportunity to network with a number of high profile investors and will be involved in the planning of their investment portfolios, whilst working in a positive environment where providing a "white glove service" to our clients means ensuring our Moonfarians are looked after first.
- **Let's onboard and go**. Once an investor decides to move forward you'll support them through the onboarding process and act as a go-between for the Compliance, Legal and Fund Ops teams.
- **Post-sales support and beyond. **You'll remain a key point of contact and continue to provide a high level of Investor support after the onboarding process. This includes any questions they have about anything Moonfare-related, keeping their documentation up-to-date, and liaising with Tech Support for resolution of any tech-related issues.
- **Digging in the data** is key to tracking user quality and satisfaction. You'll work closely with our Sales Ops team to help build out reports that assist us in better understanding investor behavior.
- **Keeping the investors at the forefront** above all else, you'll have room to come up with creative ideas and solutions to make our processes faster, more efficient, and more enjoyable.

**The next Moonfarian**
- 1+ years' experience in a customer-facing role, ideally dealing with high-touch clients. If you've provided "white glove" customer support, we want to talk to you
- Experience in the financial services industry is a plus, as is a strong desire to build a career in the world of investments.
- A people-person with a genuine enthusiasm for building relationships and resolving issues-a satisfied client is your key to success.
- The ability to manage multiple requests at the same time, prioritizing effectively and executing with a high attention to detail.
- Excellent communication skills in English and the ability to explain complex information in an easy-to-understand manner. Bonus points for additional European language skills.
- Proven ability to take initiative and push forward in ambiguous situations with mínimal guidance.
- Bonus points for CRM experience (or tech-savvy enough to pick it up quickly)

**Invest in yourself**:

- **Ownership**: All team members are empowered to bring ideas, make decisions and have impact. Participate in our equity program and share in our success.
- **Transparency**: Everyone at Moonfare is regularly updated on strategic progress, KPI tracking, product updates and changes.
- **Growth**: Not only will you grow in your role, you also have access to an individual growth budget of €1,500 or 2% of base salary (whichever is higher).
- **Flexibility**: Work on your terms, by leveraging our hybrid-office arrangement. No minimums or maximums.
- **Diversity**: Our Diversity Committee ensures we hold ourselves accountable and continuously improve our D&I initiatives.

We understand the important role that diversity plays in our success. Different backgrounds, experiences and ideas push us further and raise the bar. We're committed to developing an inclusive and safe culture whe

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