Visible simplifies the private capital markets by equipping founders and investors with the tools they need to thrive.

Customer Success Associate

Customer Success ManagerCustomer SuccessFull TimeRemoteTeam 11-50Since 2016H1B No SponsorCompany Site LinkedIn

Location

Illinois

Posted

85 days ago

Salary

$70K - $90K / year

Bachelor Degree2 yrs expEnglish

Job Description

• 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

Job 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.