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Farmland Investment Made Easy

Client Relationship Manager (Series 7/63 a MUST)

$60k – $101k • 0.05% – 0.1%
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FarmTogether is seeking to hire a candidate with strong relationship management skills and demonstrated experience or interest in at least one of the following:


Put into your cover letter that you have 7/63. Please understand, this is a requirement. If that is not in your cover letter you will not hear back from us.

You would join our customer success team and assist with our rapidly growing investor base.

Are you self-motivated, results-oriented, and looking to learn and grow in an exciting early-stage company? We are a lean, fast-moving team that prefers to avoid meetings and focus on delighting our clients. We have to make our clients feel as special and loved as they are while also moving quickly and keeping track of all the moving parts. You’ll help us anticipate clients’ needs in advance, shepherd them through the contract process, and help them get live and successful with our product.

About You

- Required Licenses: Series 7 and 63. You MUST have this.
- Startup mindset: willingness to work hard, desire to learn, ability to pick up new tasks quickly and confidently, willingness to step up and self-manage with guidance
- Excellent communication, organizational, time-management and prioritization skills
- Self-motivated, analytical, ambitious with an entrepreneurial spirit
- Technical proficiency such as working with a technical product
- Ability to multitask and work in a dynamic environment
- A passion for improving digital financial services
- Desire to work with a small but growing team

Responsibilities Include

We are a small team and, as such, we wear many hats. You would be expected to work with all the customers on all levels, from basic account requests to relationship building.

Owning processes and updating team:
- Customer documentation, FAQ, inbound customer requests/prioritizing and both handling tasks and routing or escalating as appropriate
- Assist with defining and optimizing the customer lifecycle, which includes: mapping the customer journey, identifying opportunities for continuous improvement, developing best practices
- Assist in managing the setup process to investment close
- Demos on product and training calls/onsites
- Dashboard and workflow updates
- Building and expanding client relationships
- Opportunity to attend industry conferences, network and build relationships

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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