Capital Raising Co-ordinator

Job Description

Location: Teneriffe, AustraliaSector: Financial ServicesSalary: Competitive My Purpose The Capital Raising Coordinator (CRC) plays a crucial role in the early stages of the capital-raising process. This role involves engaging with founders, qualifying potential investors, and scheduling appointments with Investment and Campaign Managers for those who meet the criteria. The CRC ensures all interactions are accurately recorded in Salesforce CRM and coordinates digital appointment scheduling. Additionally, the CRC contributes to improving customer relationships and refining processes to enhance overall efficiency. How I Contribute Customer Relations: Engage with potential investors and address inquiries promptly and professionally. Foster positive interactions through effective communication and conflict resolution. Conduct necessary investigations and recommend corrective actions. Collaborate with internal stakeholders to ensure the best outcomes for both investors and VentureCrowd. Administration: This role requires making a high volume of phone calls. Managing inquiries and communications, ensuring prompt and accurate responses to all requests. Refine and potentially develop email and phone scripts according to product requirements. Ensure compliance with legal and regulatory standards. Maintain clear, professional communication in verbal and written formats. Keep accurate and up-to-date records in Salesforce and other internal systems. Work closely with internal teams to ensure consistency, accuracy, and efficient service delivery. Training and Development: Participate in training programs to enhance skills and knowledge. Commit to ongoing professional development and continuous learning. Policy Development and Compliance: Stay informed about and adhere to relevant policies and procedures. Ensure compliance with federal, state, and local regulations. Keep up to date with industry trends and best practices. Qualifications: Background in Finance, Customer Service, Business Administration, or a related field. Strong communication and interpersonal skills. Ability to maintain confidentiality and manage sensitive information responsibly. Excellent organizational and problem-solving skills. What I Do Key responsibilities of my role include: Providing high-quality customer service. Delivering operational and administrative excellence. Managing data with accuracy and attention to detail. Responding to inquiries from leads generated through marketing campaigns. Representing the VentureCrowd brand with energy and enthusiasm. Following scripts while building immediate rapport with potential clients to qualify them for appointments. Ensuring smooth and professional onboarding of clients into VentureCrowd’s platform. Guiding clients through necessary onboarding and processes. Tracking and documenting interactions with potential investors & founders. Maintaining a structured and organized workflow with strong time management skills. Assisting with any other tasks as needed. My Skills and Experience Essential: Flexibility in working hours. Strong ability to connect with people at all levels, both externally and within the organization. Friendly and approachable demeanor. Commitment to maintaining data integrity and attention to detail. Ability to manage multiple tasks and prioritize urgent responsibilities. Dedication to VentureCrowd’s collaborative and entrepreneurial culture. A focus on continuous improvement. Desirable Experience: Salesforce Google Suite Apple MacBook Asana Calendly Slack Green ID #J-18808-Ljbffr