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Salary: USD 70,000 - 85,000 / annual
iCapital is seeking an Associate Client Success Manager to join the Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring exceptional experiences for clients and partners. You will become an expert and advisor on the iCapital platform while striving for operational excellence.
In this highly collaborative role, you will own the client relationship from sales hand-off through go-live and beyond. Key responsibilities include ensuring successful client engagements across all stakeholders (clients, investors, lawyers, fund administrators), seeking and synthesizing customer feedback to inform product and process improvements, identifying risks and delays in onboarding and driving proactive resolution, and understanding complex legal and operational requirements to translate them into clear workflows for the Onboarding team.
You will manage timelines, expectations, and communication across internal teams and external stakeholders, drive accountability to keep projects on track, and act as a trusted advisor to clients, guiding them through best practices and platform capabilities. The ideal candidate is proactive, intellectually curious, and service-oriented, with the ability to partner cross-functionally to continuously improve and optimize operational processes.
Workplace: Monday–Thursday in-office in Salt Lake City, with flexibility to work remotely on Fridays.
QUALIFICATIONS:
- 2–5 years of experience as a client success manager, managing client relationships and owning a book of business
- Basic understanding of fund formation processes
- Familiarity with APIs and SFTP workflows
- Exceptionally detail-oriented when managing VIP and Enterprise clients
- Proficient communicator adept at engaging with senior executives (C-suite, partners), capable of effectively maneuvering through ambiguity in a rapidly evolving startup environment
- Comfort using AI tools and applying them effectively in a professional setting
