The Client Onboarding Manager guides customers through onboarding campaigns on StartEngine, assists in their launch processes, and manages metrics for success in a fast-paced environment.
About StartEngine
StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O’Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.1B from retail investors, with investments starting at as little as $100.
Why merely back a company when you can own a piece of it?
The Onboarding Manager position is a critical role here at StartEngine. The right candidate will work with our innovative StartEngine customers to help them launch their capital raise on StartEngine. Every day, they will speak to budding entrepreneurs and their teams and move them through the on-boarding process. They will help companies move from the point of engaging StartEngine to the point of launch on the platform and will be responsible for delivering a high volume of metrics, and be critical to the success of the broader Issuer division.
Responsibilities
- Guide StartEngine customers through on-boarding of campaign.
- Launch StartEngine customers’ offerings on platform.
- Develop and execute strategies to decrease the amount of time in on-boarding and increase the number of launches per month.
- Ensure that messages are supportive of and consistent with company's mission statement.
- Track and publish weekly reports using quantitative results.
- File offering documents and amendments with the SEC.
Requirements
- Preferred interest in Securities Law or investment.
- Experience in a client facing role, preferably with Director level / C-suite.
- Ability to thrive in a fast-paced, innovative, team-driven, and high energy environment.
- Results oriented with the ability to meet/exceed department metrics/measures.
- Strong organization and time management skills.
- Persistent mindset who motivates and encourages companies through on-boarding experience.
- Level headed problem solver with a professional service oriented attitude.
- Adaptable, dependable and responsible.
- Outstanding communication skills both verbal and written.
Perks and Benefits
- 100% covered Medical/Dental/Vision - pick your own plan
- Generous Equity package
- Unlimited PTO and sick days
- Paid WeWork Usage (optional)
- 100% Remote
- Team Off-sites and Celebration Dinners
- Paid Maternity/Paternity leave
- Team Happy Hours
- 401K program
- Flexible hours
- Be part of one of the fastest growing parts of the FinTech Industry
- A chance to work with a highly profitable and rapidly expanding startup (not VC funded)
Similar Jobs
Mobile • Payments
The Solution Sales Executive will drive adoption of the Industrial Connected Workforce product in large industrial enterprises by partnering with account teams, influencing industrial buyers, and supporting digital transformation initiatives.
Top Skills:
Ai PlatformOperational Technology
Mobile • Payments
The AVP for Energy & Utilities Go To Market drives business growth by leveraging industry expertise, developing customer relationships, and enhancing pipeline strategies for Energy & Utilities clients.
Top Skills:
Ai-Enhanced TechnologyCloud-Based Platform
Mobile • Payments
The role involves providing technical and industry-specific solutions during sales, leading workshops, developing client relationships, and enhancing team efficiency through shared best practices.
Top Skills:
Ai-Powered ToolsEnterprise Cloud Software SolutionsServicenow Platform
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
