fundcraft

Customer Success Manager

• Manage and guarantee secure and seamless platform access for external clients and internal team members.
• Coordinate and manage the client shared mailbox, ensuring all inquiries are addressed or delegated to appropriate teams within agreed response times.
• Regularly update and manage Slack channels and other internal communication tools to ensure alignment and efficient collaboration.
• Draft, prepare, and distribute client communications related to platform updates, new features, and other key announcements in a timely and professional manner.
• Maintain and update client data and information within the platform, ensuring records are accurate, comprehensive, and aligned with compliance requirements.
• Assist in the development, refinement, and documentation of client success processes, tools, and templates to enhance operational efficiency.
• Respond promptly and professionally to client inquiries and requests, escalating complex issues when necessary.
• Provide initial troubleshooting assistance to clients and coordinate with technical teams for advanced support needs.
• Work closely with team members and cross-functional units to align on goals and deliverables, fostering a cohesive and client-focused approach.
• Track, monitor, and ensure timely delivery of client commitments in line with established standards and agreements.
• Contribute to initiatives aimed at enhancing client satisfaction, including identifying areas for improvement and proposing actionable solutions.
• Support the ongoing training and mentorship of other junior team members, promoting a culture of growth and collaboration.
• Actively foster a supportive and productive work atmosphere, encouraging collaboration, innovation, and shared success.

Client Success Associate

Product Manager

• Play a pivotal role in driving the strategic direction of our platform.
• Engage directly with clients to conduct product discovery, gather user feedback, and share insights with the Product Owners.
• Take full ownership of user setup, roles, and permissions within our platform during the client processes.
• Responsible for granting access, identifying necessary roles, and managing the centralization of permissions.
• Ensure a seamless onboarding experience for clients while actively communicating their needs and priorities to the Product Development department.
• Report directly to the Head of Product.

General Counsel

• Act as a trusted advisor to executive leadership on legal, compliance and regulatory matters across the group and regulated companies.
• Lead legal aspects of investment rounds, mergers & acquisitions, joint ventures, and other growth initiatives.
• Oversee corporate legal structuring and regulatory strategy for expansion into new geographies and product lines.
• Shape legal framework for product expansion into new markets and asset classes.
• Draft, negotiate and review complex commercial agreements, shareholder agreements and transactional documentation.
• Manage legal due diligence, deal negotiations, and post-transaction integration and project management.
• Develop and maintain group-wide legal governance and compliance framework (including compliance program and group/PFS/AIFM policies).
• Identify legal and compliance risks and implement mitigation strategies while supporting entrepreneurial approach.
• Oversee Compliance functions of regulated entities, including responsibility for Conducting Officer, RR, Compliance Officer and RC of the PFS, and manage relationships with external stakeholders and auditors.
• Collaborate with Sales & Marketing, Product Delivery and Product Development to embed legal considerations and deliver training and knowledge-sharing.

Client Success Associate

Product Manager

Head of Legal and Compliance