Investor Relations Coordinator

  • Full Time

About, together with its wholly owned subsidiaries Divvy and Invoice2go, is focused on being the one stop shop that simplifies, digitizes, and automates complex financial operations for small and midsize businesses. Customers use the platform to manage end-to-end financial workflows and to process payments. The AI-enabled, financial software platform creates connections between businesses and their suppliers and clients. It helps manage cash inflows and outflow. The company partners with several of the largest U.S. financial institutions, the majority of the top 100 U.S. accounting firms, and popular accounting software providers. has its headquarters in San Jose, California with offices in Houston, Texas, Draper, Utah, and Sydney, Australia. investor relations team is responsible for clearly articulating’s strategy to the investment community; representing investors’ views on the company and industry internally; and building strong relationships with analysts, investors, and colleagues, all within the framework of the U.S. and Securities Exchange Commission’s (“SEC”) regulations. We are looking for an investor relations coordinator who will play an integral role in our investor relations program. 

In this role, you will report to the VP of Investor Relations. Day to day responsibilities include support for the VP and broader IR team, with close coordination across cross-functional teams including legal, accounting, finance, communications and the senior executive team, as well as interaction with current and prospective shareholders and sell-side research analysts.

Location: Our new headquarters are based in San Jose. Open to Remote – preferably based in the Bay Area or ability to work west coast hours.


Professional Experience/Background to be successful in this role:


  • Be an important, integral part of our investor relations team.
  • Learn who our analysts and investors are and be a main point of contact for coordinating calls, visits, and other events. Help develop and execute a plan for coordinating a very high volume of requests for calls and visits.
  • Maintain our database of current and prospective shareholders and sell-side research analysts and keep track of our interactions with them.
  • Serve as a main point of contact for external organizations across conferences, roadshows, and bus tours, coordinating logistics that include speaker registration, webcast, and travel arrangements (when safe to travel).
  • Help develop process and calendar management including earnings process, earnings callbacks, investor calls/meetings, company-hosted roadshows, earnings preparation, corporate access events & related preparation, and various internal projects.
  • Help with planning of events such as investors days, investor dinners, and fireside chats. Also help with coordination and presentation materials development for IR projects such as investor day, ESG, town hall company meetings, etc. Help with other IR projects and responsibilities as needed.
  • Vendor management, including contract management for new and existing vendors and submitting / tracking individual POs.
  • IR inbox – field and respond to in-bound analyst and investor inquiries on routine matters, and/or route as needed to other members of the team. 
  • Learn about investor relations and be knowledgeable about what we can and can’t do when communicating with investors.
  • Bachelor’s degree required
  • Minimum 3+ years professional experience, Investor Relations knowledge or experience a plus

    Competencies (Attributes needed to be successful in this role):


  • Excellent oral and written communication skills
  • Excellent planning, organizational and interpersonal skills
  • Organized and thorough with desire for continuous improvement
  • Strong attention to details
  • Team player who can build strong relationships
  • Ability to manage multiple projects and help the team prioritize in a fast-based, results-based team environment
  • Ability to handle highly confidential and sensitive information

    Expected outcomes in 6 months:


  • Develop a good understanding of 
  • Become a point of contact for external organizations 
  • Build relationships with the investment community


  is committed to a policy of equal employment opportunity. We recruit, employ, train, compensate, and promote without regard to race, color, age, sex, ancestry, marital status, religion, national origin, disability, sexual orientation, veteran status, present or past history of mental disability, genetic information or any other classification protected by state or federal law. Culture:
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    ●      Fun –  Celebrate the moments
    ●      Authentic – We are who we are
    ●      Passionate – Love what you do  
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