Client Service Associate, MerQube
Technology for index-linked investing
Job no longer available
Technology for index-linked investing
21-100 employees
Job no longer available
21-100 employees
Company mission
To enable clients to bring their ideas to the market fast.
Role
Who you are
- Bachelor's degree in a related field (e.g. finance, business management, computer science, engineering); MBA a plus
- 4+ years of experience in indexing industry or customer service with emphasis on maintaining permissions and controls
- Solutions-oriented, with excellent communication skills, both verbal and written
- Strong problem-solving and strategic thinking skills; driven to discover the root cause of issues and initiate solutions internally to improve processes
- Ability to identify, escalate and resolve client inquiries with confidence
- Detail-oriented with strong organizational skills
- Comfortable in a virtual team work environment with the ability to work independently and self-motivate
- Experience in SalesForce a requirement; other reporting and analytics background is a plus
What the job involves
- The Client Service Associate will be responsible for onboarding new clients as well as servicing and maintaining them.
- You will work closely with both the client and various internal teams, including legal, to ensure that contracts are completed and SalesForce is updated.
- You will have the opportunity to work directly with a global Sales team, assisting them with marketing materials, sales reporting, and pipeline management in SalesForce.
- You will also help to build the controls and procedures around permissioning contacts with access to information in our proprietary Portal.
- Client Onboarding: You will be interfacing with the client to ensure the key deliverables are included in the contract, ensuring that information is communicated effectively internally, contracts are written accurately, and information is saved in SalesForce
- Contract Management: You will be drafting contracts using predefined Templates and working with Sales to complete the Service Level Agreements required. You will interface at times with the client as well as with legal, and drive the process to signature
- SalesForce: You will be responsible for entering key data points into SalesForce in a timely manner, ensuring information is up to date in the sales pipeline and developing internal high-level reporting
- Sales Pipeline: You will track and maintain deals in the sales pipeline using SalesForce, ensuring information is complete, accurate and timely. You will work with sales teams to develop and enhance activity reporting seen by senior leaders and the Board
- Sales Campaigns: You will work with marketing and sales teams to develop and execute on sales campaigns to prospective clients; helping to create materials, curate mailing lists, and report on results
Our take
San Francisco-based Merqube is stepping up to meet the escalating demands of the world's investors, who now seek increasingly intricate, tailor-made, and innovative index-building solutions that can be swiftly and economically introduced to the market.
Founded in 2019, the company specializes in calculating a wide array of strategies, spanning from well-defined outcomes to volatility and risk control and provides both end-of-day and real-time calculations. Allowing its clients to quickly bring their ideas to the market, gaining them a competitive edge.
Having concluded a highly successful funding round in 2023, MerQube is now well-equipped to take its operations to new heights. The capital is being utilized to enhance the company's engineering capabilities and bolster its platform infrastructure. Furthermore, the funding has been pivotal in attracting top talent to fuel its growth and expansion into key markets, solidifying MerQube's position as a leading player in the ever-evolving financial landscape.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 4 rounds)
Jul 2023
$22m
SERIES B
Aug 2022
$8m
EARLY VC
Total funding: $36m
Company benefits
- Medical, dental and vision benefits
- Flexible working arrangements
- Remote working opportunities
- Opportunities to learn, develop, and grow
- PTO, holiday, and sick time
Company HQ
SoMa, San Francisco, CA
Leadership
Vinit Srivastava
(CEO & Co-Founder)Graduated from the University of Virginia Darden School of Business with an MBA in General Management. Previously worked as S&P Dow Jones Indices initially as an Associate Director before moving onto become Director, then Senior Director and finally, Managing Director.
Keith Loggie
(Head of Research & Co-Founder)Graduated from NYU Stern School of Business with an MBA in Finance and Economics. Previously worked at S&P Dow Jones Indices for over 20 years in multiple roles, including the Head of Index Committee Management.
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