Green Visor Capital

Management Company, LLC

Implementation Specialist at CrowdStreet
Portland, OR, US
JOB DESCRIPTION

Founded in 2013, CrowdStreet’s technology solutions provide real estate investment managers (sponsors) a scalable platform for growing and managing a large investor-base. We are transforming real estate investing by creating universally accessible, transparent, and efficient markets. While our competitors are positioning themselves as online versions of institutional funding, we’re the only major provider delivering a comprehensive online funding and investor management solution. CrowdStreet’s platform extends beyond the fundraising of a deal to cultivating and growing lifetime value for the sponsor through building, managing and expanding ongoing investor relationships.

To support our company’s rapid growth, we are hiring an Implementation Specialist to join our Customer Success Team. We’re seeking a teammate who is skilled in leading customer-facing engagements, passionate about delighting customers and excited about joining a high-growth, high-energy start-up. As an Implementation Specialist, you will use your project management and prioritization skills, coupled by your technical proficiency with HTML, CSS and data management, to configure and launch our SaaS solution across several simultaneous implementations, provide product training, track project deliverables and establish the foundation for a lasting relationship between CrowdStreet and our new customers.

What You'll Be Doing

The Implementation Specialist works closely with Customer Success Managers (CSMs) to implement white-label (SaaS) investment portals for new and existing customers by:, train key team members to use the product, and guide customers through the process of launching their new portal to their investment community. When launching a new customer, you’ll:

  • Rapidly create a draft investment portal that matches the styling of the customer’s website.

  • Participate in a kick-off meeting, led by the CSM, to review the project plan, establish objectives and timelines, assign tasks and demonstrate a first draft of the portal.

  • Conduct at least one meeting per week with each assigned customer to actively assist customer teams to import data and configure the portal for launch.

  • Train customers on the use of the CrowdStreet platform

  • Schedule and participate with the CSM in the Launch Review meeting when the portal is ready to launch.

  • Actively seek ways to improve the customer implementation experience and refine our processes to share best practices both internally and externally.

  • Work with existing customers to help launch new offerings, load additional past projects and

What We Must Have

  • Bachelor’s level degree (Additional years of customer service or technical implementation experience will be considered in lieu of a degree)

  • Experience implementing, configuring and customizing a SaaS application for customers

  • Proven ability to master the intricacies of a complex SaaS application and lead customer training

  • Project Management experience balancing the needs of multiple projects concurrently (10+), and the proven ability leading internal and external teams to complete project tasks and track statuses

  • Excellent online meeting facilitation skills (e.g. set agendas, schedule meetings, run meetings, track deliverables, record new actions, etc.)

  • Proven ability to empathize with customers and explain technical concepts to non-technical users

  • Detail oriented personality with an eye for perfection balanced by a desire to get projects finished

  • Process oriented with an ability to both follow and refine processes, improve project efficiencies, reduce time to completion and enhance the overall customer experience

  • Product support aptitude and empathy to respond quickly to requests, listen actively to a customer’s problems, ask clarifying questions to fully understand use cases, resolve problems promptly and escalate for assistance when appropriate

  • Proficient in using Excel for data cleansing, transformation and preparation for import

  • Proficient using HTML and CSS

Not Required, But Nice to Have

  • Experience implementing, configuring and/or using CRM solutions such as Salesforce.com

  • Experience implementing, configuring and/or using accounting, ERP, banking, financial or business management solutions

  • Experience defining product enhancements required to address issues and delight customers

  • Familiarity with project management tools such as BaseCamp, Asana or Jira

  • Experience with SQL databases such as Postgres or MySQL

  • Experience with Javascript and front-end frameworks

  • Experience with ZenDesk or other support case management solutions

  • Sales experience identifying and pursuing add-on and cross-sell opportunities

  • Commercial Real Estate or FinTech experience

 

Working at CrowdStreet

Located in the heart of downtown Portland just a block from Pioneer Square, CrowdStreet is proud of our cool, open and collaborative environment. Along with great benefits, a fully stocked kitchen and a dog-friendly office, we offer the opportunity to be at the ground floor of a fast-growing startup with fun, smart, customer-driven people transforming the world of real estate investment.

We consider applicants for all positions without regard to race, color, religion, national origin or ancestry, sex, age (40+), disability, veteran status, or any other legally protected status under local, state, or federal law.

 

How to Apply

Please submit your resume online with a cover letter stating: 1) Why you’re passionate about working for CrowdStreet, and 2) A brief summary of how you meet each of our qualifications (including the “nice to haves”). The best way to do this is to copy/paste the requirements bullets and put a brief answer after each summarizing your relevant experience. Thank you for your interest in CrowdStreet!