Visible.vc

Customer Success Associate

Visible.vc

full-time

Posted on:

Location Type: Remote

Location: Remote • Illinois • 🇺🇸 United States

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Salary

💰 $70,000 - $90,000 per year

Job Level

JuniorMid-Level

About the role

  • Own relationships with a portfolio of investor customers from onboarding through renewal
  • Lead onboarding calls and ongoing strategy sessions with customer teams
  • Help customers configure dashboards, metrics, and workflows for portfolio monitoring and reporting
  • Advise customers on best practices using Visible
  • Proactively identify risks, opportunities, and expansion moments across accounts
  • Partner with Sales, Product, and Engineering to advocate for investor needs and feedback
  • Track customer health, engagement, and outcomes across investor accounts
  • Create scalable resources (guides, templates, workflows) tailored to investor and fund use cases

Requirements

  • 2+ years of experience in Customer Success, Account Management, or related roles
  • Experience working with investment firms, finance teams, or investor-focused products (or strong interest in learning)
  • Strong communication skills – comfortable leading calls and explaining the product and workflows clearly
  • Highly organized with the ability to manage multiple accounts at once
  • Empathy for customers and a problem-solving mindset
  • Bonus points if you have:
  • Experience working at a high-growth B2B SaaS company.
  • Experience working in venture capital, private equity, or financial services.
  • Familiarity with portfolio company reporting, including investor updates and KPI reporting.
  • Experience working with or managing AI tooling, including prompt engineering and performance evaluation.
Benefits
  • 100% Health, Dental, and Vision coverage
  • 401(k)
  • Two paid team offsites per year
  • Unlimited PTO
  • Support for coworking space or home office upgrades
  • Caring team culture

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer successaccount managementportfolio monitoringreportingKPI reportingprompt engineeringperformance evaluation
Soft skills
communication skillsorganizational skillsproblem-solving mindsetempathy