Account Manager- Associate

1 hour, 27 minutes ago
Full-time
Mid Level
Customer and Technical Support
iCapital

iCapital

iCapital provides a digital platform that enables qualified investors and their advisors to access a diverse range of private equity strategies, facilitating the investment process in alternative assets through streamlined management capabilities and i...

Capital Markets
1K-5K
Founded 2013
$100M raised

Description

  • Manage assigned client accounts and serve as the primary day-to-day contact.
  • Develop and execute account plans that improve satisfaction, adoption, retention, and account health.
  • Conduct client meetings, business reviews, and proactive outreach.
  • Analyze client health, objectives, and utilization trends to identify risks and opportunities.
  • Lead onboarding, implementation support, training, and platform adoption efforts.
  • Identify expansion opportunities and support retention and growth initiatives with Sales and Strategic Account Management.
  • Coordinate escalated issues and resolutions across Product, Client Delivery, Production Support, Finance, Sales, and Leadership.
  • Track client priorities, enhancement requests, action items, account plans, and activity records in Salesforce and other systems.
  • Communicate customer feedback and business needs internally to inform product and service improvements.
  • Support renewals, commercial discussions, product demonstrations, industry events, and ad hoc projects.

Requirements

  • 3–5 years of experience in account management, customer success, relationship management, client delivery, consulting, or another client-facing role.
  • Experience in financial services, insurance, InsurTech, FinTech, wealth management, or a related industry preferred.
  • Experience managing complex client relationships and multiple stakeholder groups.
  • Strong communication, presentation, relationship-building, and interpersonal skills.
  • Strong consultative problem-solving and client service orientation.
  • Experience developing account plans and client engagement strategies.
  • Strong organizational, project management, coordination, and prioritization skills.
  • Ability to analyze client health, identify business needs, and develop actionable recommendations.
  • Experience collaborating across departments and influencing outcomes without direct authority.
  • Proficiency with Microsoft Office Suite and Salesforce or comparable CRM platforms; willingness to travel as needed.

Benefits

  • $70,000–$80,000 base salary.
  • Equity for all full-time employees and an annual performance bonus.
  • Employer-matched retirement plan.
  • Subsidized healthcare, with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling.
  • Parental leave and unlimited paid time off.
  • Fully remote work arrangement.

Interested in this position?

Apply directly on the company website

Apply Now

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