Axial connects private companies and their M&A advisors to capital partners through a private online business development platform. 11,000+ firms use Axial’s real-time network to find and be found by actionable M&A and growth financing deals. In 2016, Axial’s CEO and investment banking members utilized the platform to facilitate the close of 647 lower middle market debt, equity and M&A transactions.
Customer Engagement Specialist
A Customer Engagement Specialist at Axial is the entry point into our client facing organization. As a junior resource on the team, you will be responsible for driving user connections, educating our customers to leverage the platform successfully and continuously improving the health of the network. This role is equal parts reactive scaled support and proactive customer communication. Customer Engagement Specialists are highly effective communicators, critical thinkers, over achievers and are able to correspond with all levels of a business to expertly complete any task. The Customer Engagement team serves over 500 paying private equity firms, family offices, strategics, and lenders.
You will be measured on your ability to manage your account package with both short and long term engagement metrics. For short term impact, you’ll work to improve key goals around customer usage and key activities. You will be measured by your ability to achieve or exceed assigned KPI’s and targets, including long term goals such as quarterly renewal rates.
Personal Characteristics & Attributes
Axial connects professionals who run, advise, finance and acquire private companies. Our mission is to connect every private company with the capital necessary to finance or exit their company. The network allows providers of capital to private companies, including lenders, equity investors, and strategic buyers, to find and be found by the right opportunities from the right entrepreneurs and the right bankers at the right time. Advisors and entrepreneurs use Axial to create and manage their company's professional profile, explore and execute financial transactions, and win new business.