Application: Investor Relations Onboarding & Success Coordinator
Please complete the form below to be considered for a position with us.
Full Name
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First Name
Middle Name
Last Name
Current Address
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Street Address
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City
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Postal / Zip Code
Email Address
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example@example.com
Phone Number
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Format: (000) 000-0000.
Website (optional)
www.mypersonalsite.com
LinkedIn (optional)
Other social media (optional)
How did you hear about us
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Email from SuGo
Family / Friend
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Available Start Date
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Year
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Tell us a little bit about yourself!
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Preferred work hours (to assess alignment with PST and team hours)
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Relevant Certificates or Licenses (if any)
Highest Level of Education
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Total years of professional experience (customer service delivery, office management, client management, pipeline management, business development, hospitality, operations, etc).
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What industry(s) is professional experience in? (customer service delivery, office management, client management, pipeline management, business development, hospitality, operations, etc).
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Current or most recent job title
Current or most recent job employer
References
Please provide at least 2 professional references (that we may contact)
First Name
Last Name
Email
Area Code
Phone Number
First Name
Last Name
Email
Area Code
Phone Number
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Skills & Qualifications
Technical Skills (Check all that apply):
Microsoft Office
Google Workspace
CRM platforms (ie: Salesforce, Hubspot, etc)
Email Marketing Platforms (ie: Active Campaign, Mailchimp, Constant Contact, Keep, Ominsend)
Project Management Platforms (ie: Asana, Monday, Notion)
Ability to learn and adapt to new technology platforms quickly
Specific Technical Skills (Check all that apply):
Canva
Jotform
Zoom
Calendly
WordPress (or related website platform)
Loom
Soft Skills (Check all that apply):
Excellent communication and interpersonal skills.
Strong organizational and time-management abilities.
Attention to detail and a high level of accuracy.
Ability to work independently and collaboratively within a team.
Problem-solving skills with a proactive and adaptable approach.
Strong customer service orientation and a friendly, professional demeanor.
Ability to manage multiple tasks and priorities in a fast-paced environment.
High level of integrity and professionalism.
Ability to handle sensitive and confidential information with discretion and care.
Client-focused with a commitment to maintaining confidentiality and separating personal business from professional responsibilities.
Maintain a professional demeanor by keeping personal matters private and focusing on client needs.
Please tell us about any other skills you feel make you a fit for this role (or any other role at SuGo Capital).
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Continuing Education
Are you wiling to complete short courses related to industry specific information?
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Yes
No
Maybe
Are you wiling to attend our virtual education events?
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Yes
No
Maybe
Are you wiling to learn the details of our investment opportunities as they open?
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Yes
No
Maybe
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Disclosures
Are you wiling to sign a Non-Disclosure Agreement?
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Yes
No
Maybe
Are you wiling to sign a Non-Compete Agreement?
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Yes
No
Maybe
Are you hoping to, planning to, or will you be working with/for other clients while working with/for SuGo Capital?
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Yes
No
Maybe
Are you wiling to allow SuGo Capital to conduct a background verification that may go back up to 20 years?
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Yes
No
Maybe
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Alignment
Why are you interested in the Investor Relations Client Onboarding & Success Coordinator role at SuGo Capital?
Describe a time when you had to handle sensitive or confidential information? How did you ensure its security?
How do you stay organized and manage multiple tasks in a remote work environment?
Share an example of a project you led from start to finish. What was the outcome?
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Practical Assessment
Scenario: Imagine you have received multiple questions via email from investors about a new investment opportunity. How do you prioritize and address them?
What do you think is the appropriate response time to an email received from a client?
Write an example of an email you would send to a group of investors who needed to move to the next step in their investment process. These investors have officially stated interest in the investment, but have only filled out the 1st of the 10 necessary pages. What would you write to them to get them to continue with the paperwork. (Please use all pleasantries, grammar, and formalities you would typically use in this type of email).
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Acknowledgement
In submitting this application, I confirm that all information provided in this application is accurate and complete. I understand that submitting an application is the first step in the hiring process and that completing this application does not constitute an offer of employment or a guarantee of further contact from SuGo Capital. I acknowledge that any false or misleading information provided in my application may result in disqualification from consideration for employment or, if discovered after employment begins, termination of employment.
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