- 415-209-5812
- hello@sugocapital.com
Open Position
SuGo Capital is seeking a dedicated and proactive Investor Relations Client Onboarding & Success Coordinator to join our Investor Relations team. This 100% remote, full-time contract position requires a motivated individual with a strong background in customer service, office management, or related fields. The ideal candidate will support investors through the administrative process of investing in real estate, energy, and trading opportunities, while providing exceptional customer service and maintaining high standards of confidentiality.
Key responsibilities include guiding investors through paperwork, managing communications, understanding investor needs, and collaborating with the marketing, sales, and operations teams. Additionally, this role involves attending virtual events, learning investment details, and contributing to company projects during downtime. The successful candidate must be organized, efficient, adaptable, and willing to engage in continual learning. A can-do attitude, commitment to efficiency, and alignment with our company culture are essential.
For more details and to apply, continue reading below.
Support investors throughout the investment process for real estate, energy, and trading opportunities.
Guide investors through the administrative process of completing and signing necessary documents.
Provide information and necessary documentation to investors and any financial institutions they are working with, without acting as a liaison.
Address questions and concerns from investors, ensuring they understand each step of the investment process.
Detail is your middle name and you have a keen eye for it.
Respond to emails quickly.
Take direction and feedback well.
You are super efficient and know how to get things done!
You understand the value of discretion and confidentiality.
You can exhibit professional demeanor in everything you do.
You have the ability to manage multiple projects at the same time.
You are a learner at heart and professional development has become innate.
You are effective at verbal and written communication and following up is second nature to you.
You take ownership and responsibility for your actions.
You are coachable and appreciate feedback.
You are flexible, compassionate and team-oriented.
You are trustworthy and can be counted on to not drop the ball.
You love checklists and are comfortable with project management tools.
You are empowered when given responsibility and run with it.
You are extremely detail-oriented with a high follow-through.
You have the ability to anticipate needs and act on them.
You are a detailed communicator; clear yet concise.
You believe that exceptional customer service is built on a foundation of exceptional rinse & repeat processes.
Serve as a point of contact for investors throughout the investment cycle, ensuring clear and consistent communication.
As an Investor Relations Client Onboarding & Success Coordinator at SuGo Capital, you will play a crucial role in supporting investors throughout the investment process for real estate, energy, trading, and other investment opportunities. You will guide investors through the administrative process of completing and signing necessary documents, ensuring they have the information and documentation needed. Addressing questions and concerns, you will ensure investors understand each step of the process and serve as a consistent point of contact throughout the investment cycle.
Support investors throughout the investment process for real estate, energy, trading, and other investment opportunities.
Guide investors through the administrative process of completing, signing necessary documents, and wiring funds.
Provide information and necessary documentation to investors and any financial institutions they are working with.
Address questions and concerns from investors, ensuring they understand each step of the investment process, and after.
Serve as a point of contact for investors throughout the investment cycle, ensuring clear and consistent communication.
Achieve KPI’s related to customer support, raise goals, amounts, and timeframes.
In this role, you will learn and utilize SuGo Capital’s proprietary software to communicate systematically with investors using a one-to-many approach. During open investment opportunities, you will send bulk emails to groups of investors at different phases of the paperwork sequence, ensuring timely and accurate communication. You will also manage investor profiles by adding tags and updating tasks, activities, and communications. Regularly, you will communicate the status of investor groups and individuals to the marketing and sales team, as well as the CEO and COO, while maintaining organized records of investor interactions and documentation.
Learn and utilize SuGo Capital’s proprietary software to systematically communicate with investors using a one-to-many approach.
Send out bulk emails to groups of investors during open investment opportunities, ensuring timely and accurate communication based on their phase in the paperwork sequence.
Add tags to investor profiles and update tasks, activities, and communications related to individual investors.
Systematically communicate the status of investor groups and individuals to the marketing and sales team, as well as the CEO and COO.
Create systematic follow-up sequences, and follow-up until you have a response one way or another.
Systematically communicate the status of investor groups and individuals to the marketing and sales team, as well as the CEO and COO.
Systematically post and communicate daily and weekly updates during raises.
Systematically communicate progress and updates to funded investors during raises.
Ensure investors receive meaningful quarterly reports, such as K1s and Distribution forms.
Maintain organized records of investor interactions and documentation.
At SuGo Capital, we value each of our individual investors, aiming to help them achieve financial freedom aligned with their personal goals and unique lifestyles. As an Investor Relations Investor Relations Client Onboarding & Success Coordinator, you will get to know investors on a personal level, understanding their preferences and investment goals. You will anticipate the types of investments suitable for each investor and identify the specific support they may need to complete an investment. Balancing a one-to-many support approach with personalized and attentive service, you will cumulatively understand investor needs by noticing common questions, misunderstandings, excitement, fears, and concerns. Communicating these insights to the marketing, sales, and operations teams, you will help address them in a one-to-many approach. Additionally, you will develop ideas to address investor questions and concerns, providing potential solutions and support topics, even if you are not directly executing these ideas. Furthermore, you will develop ideas for sending gifts or swag to investors to stay connected and top of mind, making them feel special and valued, and lead the execution of these ideas with the help of the rest of the team.
Balance a one-to-many support approach with personalized and attentive service to every investor.
Identify and provide the specific support investors may need to complete an investment.
Over time, begin to anticipate the types of investments that may be suitable for individual investors
Cumulatively understand investor needs by noticing common sentiments, questions/FAQ’s, misunderstandings, excitement, fears, and concerns.
Communicate these insights to the marketing, sales, and operations teams to address them in a one-to-many approach.
Develop ideas to address investor questions and concerns, providing potential solutions and support topics, even if not directly executing these ideas.
Develop ideas for staying connected and top of mind with our investors; making them feel special and valued, as well as lead the execution of these ideas with the help of the rest of the team.
Follow up with investors after strategy calls. Executing timely follow-up with potential investors; owning the relationship once passed to you from our CEO
During periods without open investment opportunities, the Investor Relations Client Onboarding & Success Coordinator will provide administrative and creative support for other operations and projects within the company. As part of a lean team, you will collaborate with colleagues to identify and complete company improvement projects and future initiatives. This role requires flexibility and a proactive approach to contributing to various aspects of the business, ensuring continuous improvement and the successful implementation of new ideas and strategies.
Provide administrative support for various operations within the company.
Participate in creative brainstorming sessions to develop and implement company improvement projects and future initiatives.
Collaborate with team members to identify areas for improvement and contribute to the development of solutions.
Assist in the execution of projects, ensuring they are completed efficiently and effectively.
Support the team in various ad-hoc tasks and projects as needed, demonstrating flexibility and a willingness to contribute wherever required.
Take an active role in implementing ideas, learning new technology platforms or skills as necessary to complete tasks and projects.
The person who fills this role must be willing to attend our virtual education and marketing events, as well as webinars related to open investment opportunities. They will also be required to study and learn the investment opportunity details, decks, and documents, and be able to use them as sources for answering basic investor questions.
Associate’s or Bachelor’s degree in Finance, Business Administration, Hospitality/Management, or a related field.
5+ years of experience in one or more of the following industries or a combination thereof: customer service delivery, office management, client management, pipeline management, business development, hospitality, operations.
The ideal candidate for the Investor Relations Investor Relations Client Onboarding & Success Coordinator role at SuGo Capital will possess a blend of required and desired technical skills, along with essential soft skills. We seek someone proficient in key software tools and capable of learning new platforms quickly. Strong communication, organizational, and problem-solving abilities are crucial, as is a commitment to maintaining confidentiality and professionalism. The following skills and qualifications are necessary to excel in this role:
Proficiency in Google Workspace (Mail, Docs, Sheets, Slides, Calendar, Drive, Voice) or Microsoft Office Suite (Word, Excel, PowerPoint) and Experience with CRM software (e.g., Salesforce, HubSpot).
Familiarity with email marketing tools and software (e.g., Active Campaign, Mailchimp, Constant Contact, Keep, Ominsend)
Familiarity with project management platforms (e.g., Asana, Monday, Notion)
Ability to learn and adapt to new technology platforms quickly.
Canva
Jotform
Zoom
Calendly
WordPress (or related website platform)
Loom
The ideal candidate for the Investor Relations Client Onboarding & Success Coordinator role at SuGo Capital will possess a range of soft skills that enable them to effectively support and communicate with our investors. These skills are essential for maintaining the high level of service and professionalism that our investors expect and deserve.
Excellent communication and interpersonal skills.
Strong organizational and time-management abilities.
Attention to detail and a high level of accuracy.
Ability to work independently and collaboratively within a team.
Problem-solving skills with a proactive and adaptable approach.
Strong customer service orientation and a friendly, professional demeanor.
Ability to manage multiple tasks and priorities in a fast-paced environment.
High level of integrity and professionalism.
Ability to handle sensitive and confidential information with discretion and care.
Client-focused with a commitment to maintaining confidentiality and separating personal business from professional responsibilities.
Maintain a professional demeanor by keeping personal matters private and focusing on client needs.
This position is 100% remote. There is an opportunity for a team retreat on location up to once per year somewhere in the United States.
This is a 1099 contract retainer position with a W9 form required. Salary reflecting a full-time commitment. Our hours of operation are conducted mostly in Pacific Standard Time (PST). The person who fills this role will need to be available to accommodate PST but may reside within Central or Eastern Standard Time zones.
As a remote contract team member, it is important to understand that the person who fills this role will need to be organized, motivated, and capable of working well independently. They must be disciplined, methodical, efficient, and systematic. Additionally, they should be able to communicate progress, needs, roadblocks, and project completion effectively.
The person who fills this role must be willing to periodically complete short courses related to certain industry-specific information. Licensing is not required, but continual learning is always a part of this role and the company.
Furthermore, the person who fills this role must be willing to sign both a Non-Disclosure Agreement (NDA) and a non-compete agreement. They will also be willing to allow SuGo Capital to conduct a background verification that may explore up to 20 years into the past. They will also be required to uphold all company privacy standards, policies, and methods, as well as abide by any state and federal privacy laws. They will also be required to abide by all policy and expectations as stated in our Contractor Handbook.
The person who fills this role must have a can-do, do-er attitude. As a lean, fast-moving company, we operate with a sense of urgency and are committed to efficiency and completion. We rely on each other to be fluid in our support of one another. We believe everything is figure-out-able and we iterate as we go to constantly improve. We are committed to helping folks achieve financial freedom through passive investment opportunities. We provide education and support to help them achieve their goals, but we truly help people by assisting them in completing their enrollment into the investments they feel align with their goals
Our mission is to help educate people on passive income-generating strategies and present investment opportunities that investors can invest in. However, we are not financial advisors or strategists. We do not provide advice or strategies. This role is not to help people plan their investment strategies, create roadmaps to financial freedom, review their portfolios, or make recommendations for investments. We also do not recommend tax attorneys, CPAs, bookkeepers, or other financial services or institutions. We collaborate with industry professionals for the sole purpose of learning and education.
This role is focused on guiding people through the administrative process of investing in our open opportunities, answering questions specific to those investments or processes, as well as developing continued and ongoing relationships with investors. Additionally, this role involves collaborating with the rest of the team on business development and marketing projects to support SuGo Capital as a company and the investors we serve together.
If you are interested in applying for the Investor Relations Client Onboarding & Success Coordinator role at SuGo Capital, please complete our online application below. We carefully review all applications, and if we believe your qualifications align with our needs, we will reach out to you directly to discuss the next steps. We appreciate your understanding and wish you the best in your job search.
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