OneGuide is a portfolio operations platform that helps PE and VC firms provide resources that support growth at their portfolio companies (from financial templates to SEO consultants to recruiting advice). We serve firms with hundreds of collective portfolio companies through:
Centralized portfolio hub software
A network of 150+ tactical experts and 1,000+ pages of expert-authored content
Services to augment PE/VC portfolio ops team capacity (writing services, event coordination services)
We're a small (6 person team) but established (3 years old, profitable) bootstrapped startup looking for someone who's interested in being a part of a fast-paced environment, with the opportunity to grow in multiple functional areas.
Identify additional areas to create and capture value with our clients
Responsibilities
Manage Client Meetings
Run client meetings, including QBRs, monthly check-ins, and onboarding meetings
Prepare materials for those meetings
Handle follow-ups, including recap emails and tracking follow-up items internally and with the client
Manage the Delivery of OneGuide Services
Act as the primary point of contact for coordinating OneGuide resources between clients and our experts
Coordinate across client stakeholders, often engaging with 2-6 people on the client's team
Run Client Portfolio Events
Schedule and set up events, coordinating between firms and experts
Assist clients with registration, identify the right invite list, and ensure good RSVP yield
Facilitate events and upload recap materials
Manage New Client Onboardings
Run onboardings involving multiple tasks and meetings across 3-6 months, tracked within our Airtable
Own Regular Client Tracking
Weekly: Stay on top of client events, guide writing, and tasks
Monthly: Work and report on progress against higher-level usage and goals
Create Meeting and Event Materials
Create slide decks for client events and QBRs using templates
Draft agendas and recap emails for check-ins
Requirements
Strong Interpersonal and Business Communication Skills
3+ years in a customer-facing role serving business customers (customer success, account management, sales, consulting, project management)
Strong presence on Zoom, able to lead conversations and events fluidly
Excellent written communication skills
Highly responsive to clients, even outside regular business hours
Organized and Reliable
Strong organizational skills and follow-through on tasks and deadlines
Proactive in preparing for meetings and check-ins
Effective communication of updates and potential issues
Able to Create Accurate, Professional Materials
Tight attention to detail (careful with dates, client details, etc.)
Eye for professional design - working within templates, but able to make sure client materials look polished
Tech Fluency
Experience with or ability to quickly pick up tech tools, including:
Google Slides
Airtable
Canva
WordPress
Email marketing automation software
Growth Mindset
Receptive to feedback and able to implement changes quickly
Eager to learn new tools and topic areas
Adaptable and able to "wear multiple hats" on a small team
Salary
This is a full-time role based in Denver, Colorado with a hybrid setup. You'll work 3 days per week in our office in the North Capitol Hill neighborhood of Denver and 2 days per week at home. On-target compensation for this role is $93,000-$103,000 annually, made up of a base salary of $80,000, an on-target performance bonus of $8,000, and $5,000-$15,000 in commission potential.
Benefits
Company Sponsored Healthcare Plan
Paid Time Off (PTO): 22 paid days off, 10 of your choice, 12 company holidays
Company Outings and Events: Regular team-building activities and social events.
OneGuide is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. To apply, please fill out this form: