About the role
About Us Sydecar is on a mission to transform the world of private markets. Our goal is to make these markets more accessible, transparent, and liquid, and we're achieving this by revolutionizing the way investment vehicles are created and executed. At Sydecar, we're not just a platform; we're a trusted partner in venture capital. We're dedicated to simplifying and standardizing the private investing experience, empowering capital allocators to discover and support visionary entrepreneurs who are shaping the future. Our platform is designed with ease and efficiency in mind. We take care of all the behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts, managing taxes, to streamlining reporting. This leaves investors the freedom to concentrate on what matters most: making valuable deals and nurturing meaningful relationships. Join us at Sydecar, as we lead the charge in revolutionizing private investing.
What you'll own This is a senior role with a real book of business. You'll be responsible for our most complex customer relationships: API clients, enterprise accounts, and managers whose deal volume and activity require genuine attention rather than a monthly check-in. That means running quarterly business reviews, owning renewals from start to finish, managing escalations, and making sure your accounts have a voice internally when product, engineering, and operations are making decisions that affect them.
What you'll do day to day This role reports to Sam Sandler, Head of Sales. You'll start each week knowing which accounts need attention — open drafts, upcoming renewals, accounts that have gone quiet, API issues in progress. You'll run customer calls at every level, from routine check-ins to QBRs, and debrief internally afterward so product and operations stay informed. Over time, you'll build the templates and processes that make this function repeatable: QBR decks, renewal playbooks, escalation workflows.
Who you are 5 to 8 years of experience in customer success, account management, or a client-facing role at a fintech, SaaS, or financial services company You've owned renewals end to end and can have a direct pricing conversation You know how to make the case for expansion when the timing is right You're comfortable presenting to a GP or CTO, and equally comfortable digging into why a data field is returning incorrectly in an API response You operate from a system, not from working harder than everyone else, so your accounts don't fall through the cracks When you see a recurring problem, you build a process around it rather than solving it from scratch each time
