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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. This role serves as a trusted day-to-day partner, maintaining overall client health, driving platform adoption, supporting strategic initiatives, 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 and serving as the primary point of contact for day-to-day engagement; developing and executing account plans to improve client satisfaction, product utilization, and retention; conducting regular client meetings and business reviews to maintain strong relationships and understand evolving priorities; analyzing client health, platform adoption, and utilization trends to identify risks and opportunities; providing guidance on best practices and strategic initiatives; leading platform onboarding, implementation support, and training efforts; monitoring account health and proactively identifying risks and expansion opportunities; supporting client retention and growth initiatives by identifying expansion opportunities and partnering with Sales and Strategic Account Management teams; coordinating escalated client issues and partnering with Product, Client Delivery, and Support teams; tracking client priorities and action items; serving as the voice of the customer by communicating feedback and enhancement requests internally; building collaborative relationships across departments; supporting renewal and commercial discussions; presenting company products and capabilities when appropriate; maintaining accurate records in Salesforce and other systems; participating in industry events and conferences; and completing ad hoc projects as needed.
The role is fully remote and offers a comprehensive compensation package including salary, equity for all full-time employees, annual performance bonus, employer-matched retirement plan, subsidized healthcare (100% employer-paid dental and vision), telemedicine, virtual mental health counseling, parental leave, and unlimited paid time off.
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
