Account Manager – Associate

🕒 October 9

🇺🇸 United States – Remote

💵 $70k - $80k / year

⏰ Full Time

🟡 Mid-level

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 4%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Open for 37 days.
• Jobs at this company usually fill in 52 days.

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iCapital

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2013

💸 Finance

💳 Fintech

🤝 B2B

Finance • Fintech • B2B

iCapital is a leading technology platform specializing in alternative investments, structured notes, and annuities. The company connects wealth managers and asset managers through its flagship marketplace, offering a range of investment solutions including hedge funds, private market strategies, and defined outcome solutions. iCapital provides an end-to-end operating system that automates private market investing and includes tools like Architect for portfolio construction, a Document Center for document management, and DLT for distributed ledger technology. With a focus on education, research, and compliance, iCapital serves as a trusted partner for financial professionals seeking to manage and invest in complex financial products efficiently.

📋 Description

• Manage relationships with assigned client accounts and serve as a primary point of contact for day-to-day client engagement • Develop and execute account plans to improve client satisfaction, product utilization, relationship strength, retention, and account health • Conduct client meetings, business reviews, and proactive outreach • Analyze client health, platform adoption, business objectives, and utilization trends to identify risks and opportunities • Advise clients on best practices, operational efficiencies, and strategic initiatives • Lead platform onboarding, implementation support, training, and adoption efforts • Identify expansion opportunities and support retention and growth initiatives with Sales and Strategic Account Management • Coordinate escalated client issues with Product, Client Delivery, Production Support, and other internal teams • Track client priorities, strategic initiatives, enhancement requests, and action items • Communicate client feedback and business needs internally as the voice of the customer • Collaborate with Product, Client Delivery, Production Support, Finance, Sales, and Leadership teams • Support renewal and commercial discussions • Present and demonstrate company products, capabilities, and solutions • Maintain account plans, client activity records, and documentation in Salesforce and other approved systems • Participate in industry events, conferences, and client-facing activities • Complete ad hoc projects and assignments

🎯 Requirements

• 3-5 years of experience in account management, customer success, relationship management, client delivery, consulting, or other client-facing roles • Preferred experience within financial services, insurance, InsurTech, FinTech, wealth management, or related industries • Demonstrated ability to manage 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 and executing account plans and driving client engagement strategies • Strong organizational, project management, and coordination capabilities with the ability to manage multiple priorities • Ability to analyze client health, identify business needs, and develop actionable recommendations • Experience collaborating across multiple departments and influencing outcomes without direct authority • Proficiency with Microsoft Office Suite and Salesforce or comparable CRM platforms • Ability to work independently, proactively, and effectively in a fast-paced environment • Willingness to travel as needed for client meetings, business reviews, conferences, and team events

🏖️ Benefits

• Equity for all full-time employees • Annual performance bonus • Employer matched retirement plan • Generously subsidized healthcare • 100% employer-paid dental • Vision coverage • Telemedicine • Virtual mental health counseling • Parental leave • Unlimited paid time off (PTO) • Fully remote work

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