Onboarding Manager - Investor Services

San Francisco, CA
Investor Services

eShares Investor Services provides portfolio management tools allowing investment firms to monitor their investments and communicate with their investors. Onboarding Managers facilitate customer implementation after the sales team closes a deal and continue to work with customers post-implementation to maintain account accuracy and user engagement.

Our mission is to consolidate private company ownership onto one common electronic registry, and bring a wealth of financial services—previously reserved only for public companies—to all privately held companies.

A glimpse of what we are working on is available here, learn about our culture and how we work together here.

Primary Responsibilities:

    • Support new clients in onboarding them onto eShares
    • Facilitate account updates with current clients
    • Increase user engagement by introducing new features to customers
    • Constant communication with accounts on status of the onboarding
    • Troubleshoot and support user issues
    • Quality check and assurance of importing data
    • Continuously look for ways to improve the efficiency and effectiveness of onboarding workflows
    • Participate and/or lead strategic initiatives as they arise
    • Work day to day with product and engineering team to improve product and add features requested by customers


    • Bachelor's Degree in Business, Finance, Accounting, Economics, or related field
    • Proficient in Excel
    • Highly organized and detail oriented team player
    • Prioritize effectively and execute in a rapidly changing environment
    • Strong people skills – high degree of empathy and great communication skills
    • Ability to deal with uncertainties and ambiguous situations
    • Ability to maintain confidentiality as required by customers
    • Interest in venture capital/private equity and private market liquidity