Client Experience Strategist

Menlo Ventures; New York (NY); On-site; USD 85,000 - 130,000; Full time

Benefits offered by this job

Lunch is on Us

Strong Team

High impact work

Great office space

Community and camaraderie

Job summary

A financial technology company in New York is seeking a Client Success Strategist to manage client relationships. The role focuses on post-onboarding management, ensuring clients receive exceptional service and support. Candidates should have a bachelor's degree in business or finance and at least 3 years of experience in client management. This full-time role is onsite, providing a dynamic work environment that promotes collaboration and growth. The compensation ranges between $85K and $130K, along with equity options.

Qualifications

• 3+ years of experience managing client relationships.
• Exceptional communication and interpersonal skills.
• Strong problem-solving abilities and attention to detail.
• Ability to work collaboratively in a fast-paced, dynamic environment.

Responsibilities

• Conduct regular check-in meetings with clients to assess their needs.
• Maintain comprehensive client records in our CRM system.
• Monitor client accounts for data quality issues and address discrepancies.
• Provide training to end user groups to ensure product understanding.
• Manage client renewal processes, ensuring timely discussions.

Skills

Client relationship management

Communication

Problem-solving

Interpersonal skills

Attention to detail

Education

Bachelor's degree in business, finance, or related field

Job description

Location

New York

Employment Type

Full time

Department

Operations

Compensation

• $85K – $130K • Offers Equity

Our Company

Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes.

Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time‑consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.

Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of ‘portals’. Our purpose is to save investors’ time while empowering them to make more informed investment decisions, leading to better financial outcomes.

We are a fast‑growing, dynamic team of 120+, serving over 400 clients, including several of America’s largest banks, families, and financial institutions. We’ve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.

Client Success Strategist

We are looking for a Client Success Strategist to nurture and expand our client relationships. In this role, you will be responsible for post‑onboarding account management, ensuring clients receive the highest level of service and support. You'll be an early employee who can help shape and grow our company and the Client Experience team as we expand and scale our reach to new users.

Key Responsibilities:

Your responsibilities will include:

• Post‑Onboarding Client Management

  • Conduct regular check‑in meetings with clients to assess their needs and satisfaction.
  • Maintain comprehensive client records and notes in our CRM system.
  • Monitor client accounts for data quality issues and promptly address any discrepancies.
  • Provide training to end user groups to ensure deep product understanding and adoption.
  • Track and analyze factors influencing client churn and work to mitigate risks.
  • Manage client renewal processes, ensuring timely discussions and contract updates.

• Account Growth and Expansion

  • Identify opportunities for contract expansion across new feature sets and/or broader firm adoption.
  • Proactively identify and elevate client feature requests to the relevant teams.

• Client Communication

  • Keep clients informed about product updates, enhancements, and new features.
  • Foster and maintain strong, long‑term relationships with clients.

• Data Management

  • Process ongoing updates from clients and various institutional data sources.
  • Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs.

Skills, Knowledge and Expertise

Reach out to us if you:

• Have a bachelor's degree in business, finance, or a related field.
• Have 3+ years of experience managing client relationships.
• Possess exceptional communication and interpersonal skills.
• Possess strong problem‑solving abilities and attention to detail.
• Have the ability to work collaboratively in a fast‑paced, dynamic environment.

Bonus points if you:

• Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field.
• Are familiar with the terms capital calls, IRRs, recallable distributions, or K‑1s.
• Know SQL or want to learn.
• Have taken finance or accounting courses.

A Note about us:

All of our full‑time roles are based onsite at our New York City office, where our team thrives on in‑person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.

We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands‑on workspace.

Some perks of working for Arch include:

• Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.
• Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You’ll be involved in discussions that drive the growth and direction of our platform from the very beginning.
• Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.
• Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We’re always ready to step in to help.
• Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).
• Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.

Compensation Range: $85K - $130K