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Client Services Manager

Client Services | REMOTE, NY | Full Time

Job Description


Slingshot Insights is a financial technology startup located in New York that provides investors with professional caliber investment diligence tools in an affordable and accessible way.  We’re growing and are currently looking for a self sufficient and motivated individual to join our research team as a Client Services Manager. In this position, you will have the opportunity to work entirely remotely at a location of your choice. Our early focus has been providing investors access to subject matter experts to facilitate the diligence of potential investments.  In this role you will be responsible for:

  • Working independently to identify suitable experts for retainment

  • Executing the end-to-end process of onboarding an expert and executing the call engagement 

  • Developing positive working relationships with the experts  

  • Coordinating daily with Hedge Fund managers and other investment professionals and their requests

  • Sourcing a wide variety of expert types from Key Opinion Leaders to generalists


  • Bachelor’s degree (science/pre-med preferred)

  • Ability to independently manage expert onboarding, pre-call preparation, and call execution

  • Persistent and persuasive with the proven ability to manage oneself in all aspects of a role

  • Willingness to work in a decentralized work environment 

  • Excellent verbal and written communication skills 

  • Entrepreneurial individual who enjoys thinking and working creatively as part of a strong team of passionate, assertive and energetic people


  • Have experience working at an established expert network or comparable experience

  • Have experience in the Capital Markets Fintech Space, Investor Relations experience and/or familiarity with Hedge Funds

  • Have worked in a client facing role managing and growing business 

  • Have experience specifically in the healthcare space

Competitive Package: Base, Bonus, and Full Benefits Package (Medical, Dental, Vision)


To learn more about Slingshot Insights visit our website or check out our video