Customer Relationship Lead


Headquartered in Buffalo, NY with a remote national team, Verivend is a fast-growing fintech company that provides a purpose-built payments infrastructure for Private Equity, Venture Capital, and Investment Sponsors, known as “The Venmo of Private Capital.” Our Software-as-a-Service platform connects Investment Sponsors from any asset class with their Investors and takes the pain and manual processes out of raising capital and making distribution payments, in addition to supporting the end-to-end deal management process. Verivend is the only payments platform dedicated to supporting the private markets, which allows Investment Sponsors from any asset class and their Investors to painlessly, paperlessly, and effortlessly issue and receive capital calls and distributions from anywhere, on any device.


The Customer Relationship Lead role will be a member of Verivend’s fast-growing team, responsible for supporting client-facing areas of the business. This will be a dynamic, energetic, and driven individual who will work closely with Verivend’s Leadership Team to ensure that our company’s goals are achieved.

The ideal candidate is a highly motivated self-starter who is mission-driven and knowledgeable about Software-as-a-Service, Private Equity/Venture Capital, or Financial Services and has a rock-solid ability to deliver effective messaging, communication, and problem-solving.


The responsibilities for the Customer Relationship Lead role will focus on supporting new and existing customers, to ensure they receive the maximum value from Verivend’s platform.

  • Ability to become an expert with the Verivend platform and guide customers on their overall journey.
  • Conduct product demos, customer onboarding, service, and support to new and existing customers.
  • Work through a current pipeline of existing customers to successfully onboard them onto the Verivend platform.
  • Deliver best practices for onboarding new customers based on their requirements and knowledge of the Verivend platform.
  • Deliver fund/SPV administration services based on customer needs and requirements.
  • Deliver entity migration services based on customer needs and requirements.
  • Maintain up-to-date information and details for all customers in the CRM system.
  • Communicate with the Verivend Leadership Team to provide customer feedback.
  • Responsible for annual customer retention goals set by the Verivend Leadership Team.


  • Bachelor’s degree or equivalent work experience.
  • Experience with fund/SPV administration and investor relations.
  • Strong verbal and written communication skills.
  • Demonstrated problem-solving skills.
  • Time management and organizational skills.
  • Ability to work independently and as part of a team.
  • Flexibility and adaptability to change.
  • Comfort with ambiguity and driving results in a fast-growing startup environment.
  • Effective and clear communication skills in person, over the phone, and via email.
  • Excellent interpersonal and organizational skills.
  • A desire to learn and grow in a fast-paced environment.

Time Commitment

The Customer Relationship Lead role will require approximately 10 hours per week, totaling approximately 40 hours per month dedicated to the role’s responsibilities.

Hiring Process

We follow the same interview steps to ensure equality and transparency for all candidates. Our hiring process is designed to learn as much about each candidate as possible, as well as give all candidates clear and accurate expectations about what it’s like to work at Verivend.

  1. Initial screen & get to know you: 30-minute informal chat with Verivend to learn more about each other
  2. Deeper dive discussion: more detailed conversation with additional members of our team
  3. Decision: we will be transparent, provide feedback, and share our final decision

We are a welcoming and diverse team with a wide range of backgrounds and experiences.  

Verivend is an Equal Opportunity-Affirmative Action Employer – Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation

Job Category: Customer Success
Job Type: Part-Time
Job Location: Remote

Apply for this position

Allowed Type(s): .pdf, .doc, .docx