Investor Client Services Representative at CrowdStreet
Portland, OR, US

Founded in 2013, CrowdStreet is the premium provider of online commercial real estate investment marketplace, technology and professional services.  Our online marketplace enables investors to directly access institutional-quality commercial real estate offerings with CrowdStreet’s best-in-class technology platform.  For CRE firms, CrowdStreet Connect provides a platform to manage investors and investments, and to raise capital to grow their business. CrowdStreet maximizes opportunities for investors by diversifying outside of the traditional avenues of the stock market, better distributing risk and fundamentally transforming real estate investing through technology.  Together, we are creating a community where individual investors and CRE firms are working together to maximize wealth through commercial real estate. With more than 100,000 investors now on its platform, and double digit year-over-year growth over the past 3 years, CrowdStreet has emerged as a leader in the space.

To support our company’s rapid growth, we are hiring an Investor Client Services Representative to help manage service issues within the company’s investor membership base and facilitate the CrowdStreet Marketplace investment transaction processes. This is an interdisciplinary role that will require interaction with multiple internal departments (Sales, Customer Success, Sales, Product, Management), as well as investors and real estate sponsors. The position will broadly support CrowdStreet’s Investor Client Services team and report to the Senior Business Operations Manager.

What You'll Be Doing

  • Serve as ‘investor concierge’ for the CrowdStreet Marketplace with the goal of providing investors with exceptional customer service and a simple, satisfying path to investing in the opportunities on the Marketplace.

  • Triage Zendesk (investor inquiry management system) and lead the process of resolving investor service requests.

  • Assist CrowdStreet investor members throughout the holding period of active investments.

  • Support the Investor Client Services team in managing CrowdStreet Marketplace sponsor relationships.

  • Facilitate investor workflows as investors progress from submitting investment offers through remitting funds. 

  • Provide exceptional and timely customer service to current and potential investors; respond to investor inquiries and requests for information; and work with sponsors to address investor needs.

  • On live Marketplace offerings, communicate with sponsor contacts to facilitate Q&A from investor members, as directed by Investor Client Services Managers.

  • Troubleshoot and resolve investor workflow issues.

  • Act as the “go to” person at CrowdStreet for assisting Investor Members with new and existing service and operational needs.

  • Collaborate with the CrowdStreet Customer Success Managers to ensure a high-quality investor and sponsor experience.

What We Must Have

  • Bachelor’s level degree, preferably in Business Administration, Finance or Economics.

  • This is an entry-level position for those seeking an opportunity to gain experience in investor relations, commercial real estate, private investments, or project management.

  • Prior experience in Customer Support or Investor Relations is a plus.

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, 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!