This position can be done remotely and will be required to work Pacific Timezone (9:00am to 6:00pm PT)
The company you’ll join
We exist to make investing in the private markets as easy as Robinhood did for public stocks.
More and more people invest in private equity and venture capital every day. Even though this asset class has been around for decades, it wasn't built to handle this volume of investors. Signing up for Robinhood? It takes 2 minutes. Investing in a VC fund? You've got to fill out a 200-question questionnaire each time that you make an investment. The forms aren't standardized and not every question applies to every investor. Investors miss questions or answer the wrong ones and then have to redo the entire thing.
We built a TurboTax-style workflow for investors to only see the questions that matter to them and see every question that matters to them to make fund closing (i.e. the process of investing into a private fund) easy. Our world record document completion time is 6 minutes.
That may sound boring but we've processed billions of dollars for thousands of investors in just the past 6 months. And by having an investor run through our workflow, we capture their identity so we can allow them to repurpose it wherever they'd like in the future. We call this an investor passport and it's the whole reason we built this business.
The impact you’ll have
You’ll also be one of the earliest employees at Passthrough and will be a huge part of defining the culture and structure. We’re looking for people that can grow with us.
Our goal is to make our customers love us and their investors recommend us. At Passthrough, you will work on onboarding, training, and support. You’ll be the face of our business to fund managers and their limited partners.
The problems you’ll solve
Ensuring that our client engagements are successful for our customers, their investors, lawyers, and fund administrators
Owning the client relationship from the sales hand-off to go-live to closing
Seeking customer feedback about how we can improve our product
Ensuring error-free client onboardings
Required Qualifications:
1-3 years as a Client Success Manager
Desired Qualifications
Possess a proactive and inquisitive nature, with a strong inclination to be helpful
Exceptionally detail-oriented when managing VIP/Enterprise clients
Proficient communicator adept at engaging with senior executives (C-suite, partners, etc.), capable of effectively maneuvering through ambiguity in a rapidly evolving startup environment
Proficient in fund formation processes, including structuring and regulatory compliance
What to expect in the hiring process
We go through the same interview steps for all Client Success candidates to ensure equity in our hiring process. Our process is designed to learn as much about each candidate as possible, as well as to give candidates access to our team and learn about what it's like to work at Passthrough.
All roles also require a background check.
Initial screen: a quick 20-30 minute chat with one of the Client Operations Team members to learn more about each other
A series of short assessments to give you a flavor of the kinds of problems that you’ll have to solve at Passthrough.
Meet your manager: 45-minutes with Pam
Meet leadership: 30-minutes with Garrett, and 30-minutes with Tim
Get a decision: We’ll get back to you within a week on what’s next
Benefits
Competitive salary - $70,000 - $80,000 per year
Passthrough stock options
Health, dental, and vision insurance
Annual health & wellness stipend
401k contribution program with matching
Life insurance
PTO & unlimited sick leave
Parental leave
Who are we?
We’re three ex-Cartans that helped scale Carta’s financial services business to 0 people to 250 people and from Series A to Series F+. We were the Head of Engineering, Head of Go-to-Market, and one of the earliest leaders in operations, product, and sales. We’ve built 20+ person engineering teams, 30+ person revenue and revenue support organizations, and shipped products used by more than 10,000 investors.
We know the problems. We know the customers. We know how to scale businesses fast in ambiguous environments. Come build with us.
