Investor Relations

3 days ago


Bengaluru Karnataka, India ResourcePlan Full time

**About The Company**
ResourcePlan, founded by alumni of IIT Bombay and backed by prominent investors, is revolutionizing the way design businesses operate. As a leading provider of all-in-one workflow software and CRM solutions, ResourcePlan is dedicated to enhancing the profitability of A/E firms. Their vision is to offer the best project management software and CRM system specifically tailored for architects and engineering consultants.

The company aims to empower design professionals in various fields, including engineering, architecture, interior design, and more, helping them save time and increase efficiency. With their commitment to providing exceptional tools, training, and support, ResourcePlan is an ideal destination for those looking to elevate their design business to new heights.

**Job Title: Investor Relations / Customer Success**

**Key Responsibilities**:
**Client and Investor Engagement**
- Understand the business model of each client/startup.
- Shortlist potential investors and create personalized messages for each investor.
- Request client referrals and cross-sell our B2B offerings.
- Prepare and maintain records of customer success and progress.
- Schedule and conduct weekly meetings with clients as per US working hours.
- Gather feedback, suggest improvements, and incorporate feedback into strategies.
- Ensure high levels of customer satisfaction within 2 hours of response time, fulfilling custom client requirements.

**Data Management and Analytics**
- Proficient in managing Excel sheets and running custom software for data analysis.

**Communication and Reporting**
- Be responsible for the daily progress of campaigns, adhering to SOPs for delivery.
- Manage client onboarding processes including the initial questionnaire, campaign setup, and business understanding.
- Collaborate with the operations/delivery team to ensure fast, error-free campaign execution.

**Administrative and Operational Support**
- Oversee operations and delivery teams to ensure smooth execution.
- Prepare presentations and reports as required.

**Skills**:

- Excellent proficiency in English, both in speaking and writing.
- Advanced knowledge of Excel and presentation tools like Google Slides.
- Ability to work during US business hours.
- Proven experience in customer success, investor relations, or a related field.

**Personal Attributes**:

- Strong research and analytical skills.
- Ability to work independently and as part of a team.
- Excellent organizational and time-management skills.
- Creative thinker with the ability to generate innovative ideas.
- A keen understanding of business models, particularly in the startup ecosystem.

**Application Process**:
Location: Remote

**Job Type**: Full-Time
Department: Customer Success

We are an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

**Join ResourcePlan to be part of a team that's reshaping the future of A/E firms, where innovation meets efficiency. Elevate your career in a place where your work truly makes a difference in the world of design**

**Salary**: ₹300,000.00 - ₹1,568,095.82 per year

**Benefits**:

- Work from home

Schedule:

- Monday to Friday

**Experience**:

- Investor Relations: 1 year (preferred)

**Language**:

- English (required)

Work Location: Remote

**Speak with the employer**

+91 8854985626


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