The Investor Experience Specialist will engage with retail investors via live chats and email inquiries, providing outstanding customer service to help them achieve their financial goals.
About StartEngine
StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O’Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100.
Why merely back a company when you can own a piece of it?
Do you enjoy helping others? Are you the “go to person”? Would your friends and family describe you as friendly and curious? We really should talk...
Caring about the well-being of our investors is at our core, and we want to talk to people who share our passion. Yes, we are in the finance industry, but definitely not in the old-fashioned way you might be thinking. At StartEngine, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues should come naturally.
We're looking for someone who is smart, empathetic, curious & interested in finance/investing. You're eager to join a fast growing startup and are capable of exceeding expectations.
What You'll Do
- We will prepare you to engage with retail investors about investing. You'll learn about early stage investments, as well as gain a broader knowledge and understanding of how retail investors think and feel.
- You'll handle inbound live chats as well as email inquiries, handling interactions that can range from something as simple as an account balance inquiry to the complexity of helping execute their desired outcome.
- Your mission remains simple: provide a level of service that Investor's rave about because they feel more confident toward achieving their own financial dreams.
What We're Looking For
- You're extremely interested in the Finance/Investing world
- You're empathetic
- If two roads diverged in the woods, you'd actually take the road less traveled
- You're curious and your favorite question is "Why?"
- You can execute tasks/projects and achieve results (You get stuff done!)
Perks & Benefits
- 100% covered Medical/Dental/Vision - pick your own plan
- Generous Equity package
- Unlimited PTO and sick days
- Paid WeWork Usage (optional)
- 100% Remote
- Team Off-sites
- Paid Maternity/Paternity leave
- Team Happy Hours
- 401K program
- Flexible hours
- Be part of one of the fastest growing parts of the FinTech Industry
- A chance to work with a highly profitable and rapidly expanding startup (not VC funded)
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What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus
