Member Service Analyst, Crowdstreet
$65-75k
+ Stock option equity
Online real estate investing platform
Be an early applicant
Online real estate investing platform
101-200 employees
Be an early applicant
$65-75k
+ Stock option equity
101-200 employees
Company mission
To deliver the best online real estate investing experience, and to make it easy for individual investors to diversify their portfolios.
Role
Who you are
- Bachelor’s level degree, preferably in Real Estate or Finance
- Relevant work experience (0-2 years) and/or demonstrated interest in Investor Relations, Alternative Investments, Financial Services or Capital Markets
- FINRA Series 7 and 63, or willingness to obtain within the first six months
What the job involves
- The Analyst role provides the opportunity to learn and grow rapidly within the Member Service function
- This position provides exceptional client service across all stages of the member journey, including managing member queries and operations related to new and existing investments
- The ideal candidate will embrace the role of serving as the “go to” person at Crowd Street, acting as a relationship manager, investor advocate, and educator
- The successful candidate will join an established service team and report to a Director, Member Service
- Serve as ‘investor concierge’ for assigned investors including:
- Providing customers with exceptional service at all stages of their investment journey
- Educating members on the benefits of investing with Crowd Street and in private alternative investments, no matter their experience level
- Partnering with members to ensure account opening, accreditation and offer processes are efficiently completed
- Triaging member emails and escalations related to offer, investment, or account needs
- Support the broader team’s efforts to provide quality services for our members, including:
- Collaborating across teams to enhance member experience
- Monitoring and tracking investment activity
- Facilitating capital calls and other post-investment activities
- Collaborate with internal teams including Product, Engineering, Sales, Marketplace Operations, and Investments. Serve as an advocate for the investor, ensuring we provide a high quality experience and continuously iterate on the platform and process to maintain the highest caliber for members
Our take
For a long time, Wall Street had a monopoly on real estate investments. CrowdStreet leverages equity crowdfunding in order to give accredited investors access to institution-level real estate opportunities outside of public equities.
CrowdStreet's appeal lies in its combination of in-house commercial real estate expertise and proprietary technology. So far, this combination has yielded impressive results, with users investing more than $3 billion in over 600 projects.
As equity crowdfunding begins to become more prevalent in real estate investment, CrowdFund will have to work hard to stay ahead of competitors like CircleUp and Fundable. Establishing trust and transparency with its users, while also scaling its investor base, will be an important part of their future success.
Steph
Company Specialist at Welcome to the Jungle
Insights
-31% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Oct 2022
$21.5m
LATE VC
Jul 2022
$23m
LATE VC
Total funding: $71.9m
Company benefits
- Medical, dental, and vision plans, with FSA and HSA options
- Flexible PTO
- Parental leave
- Hybrid work model
- Equity
- Monthly home office stipend
- Volunteering options
Company HQ
Waller Creek District, Austin, TX
Leadership
Tore Steen
(Co-Founder & Board Member)Served as the company's CEO from 2014-2023. Previously worked as VP of Business and Corporate Development at both WebTrends and Janrain, Inc.
Darren Powderly
(Co-Founder)Previously served as Board of Advisory Director at U.S. Bank, and was Principal at Compass Commercial Real Estate Services.
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