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Salary: USD 70,000 - 80,000 / annual
iCapital is hiring an Associate Account Manager to support and grow relationships with an assigned portfolio of clients. In this role, you will serve as a trusted day-to-day partner, maintaining overall client health, driving platform adoption, and ensuring clients maximize the value of iCapital's solutions through proactive engagement, training, and ongoing relationship management.
Key responsibilities include managing assigned client accounts as the primary point of contact; developing and executing account plans to improve client satisfaction, product utilization, and retention; conducting regular client meetings and business reviews; analyzing client health and platform adoption trends to identify risks and opportunities; providing guidance on best practices and strategic initiatives; leading platform onboarding and training efforts; monitoring account health and proactively identifying expansion opportunities; coordinating escalated client issues across internal teams; tracking client priorities and action items in Salesforce; serving as the voice of the customer by communicating feedback and enhancement requests internally; building collaborative relationships across Product, Client Delivery, Support, Finance, Sales, and Leadership; supporting renewal and commercial discussions; presenting company products and capabilities when appropriate; maintaining accurate records and documentation; and participating in industry events and conferences.
This is a fully remote position within the United States. You will work independently in a fast-paced environment, managing multiple priorities and complex client relationships across multiple stakeholder groups.
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, InsureTech, 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 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
