Client Success Manager - Associate

iCapital; Salt Lake City (UT); Hybride; USD 70 000 - 85 000; Plein temps

Avantages offerts par ce poste

Employer matched retirement plan

Health insurance

Dental coverage

Vision coverage

Telemedicine

Mental health counseling

Parental leave

Unlimited PTO

Remote Friday

Résumé du poste

iCapital seeks an Associate for its Onboarding Solutions team in Salt Lake City. The role focuses on scalable onboarding, innovation, and delivering exceptional client experiences while becoming a platform expert.

The candidate thrives in a collaborative setting, partners cross-functionally, and drives continuous process improvements to support rapid growth.

Qualifications

• 2–5 years of client success or account management experience.
• Basic understanding of fund formation processes.
• Familiar with APIs and SFTP workflows.
• Detail-oriented when managing VIP and Enterprise clients.
• Proficient communicator adept at engaging with senior executives in a startup environment.
• Comfort using AI tools in a professional setting.

Responsabilités

• Ensure client engagements are successful for clients, their investors, lawyers, and fund administrators.
• Own the client relationship from the sales hand-off through go-live and beyond.
• Synthesize customer feedback to inform product and process improvements.
• Identify onboarding risks, gaps, or delays and drive resolution proactively.
• Translate complex legal/operational requirements into actionable onboarding workflows for the Onboarding team.
• Manage timelines, expectations, and communication across internal teams and external stakeholders.
• Drive accountability across clients and internal partners to keep projects on track.
• Act as a trusted advisor to clients, guiding them through platform capabilities.

Connaissances

Client relationship mgmt

Executive communication

Startup adaptability

Outils

APIs

SFTP workflows

Description du poste

About The Role

iCapital is seeking an Associate 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 the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence.

About The Role

iCapital is seeking an Associate 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 the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence.

The ideal candidate is proactive, intellectually curious, and service oriented. This highly collaborative role requires the ability to partner cross-functionally to continuously improve and optimize operational processes.

Responsibilities

• Ensure client engagements are successful for clients, their investors, lawyers, and fund administrators.
• Own the client relationship from the sales hand-off through go-live and beyond.
• Seek and synthesize customer feedback to inform product and process improvements.
• Identify risks, gaps, or delays in onboarding and drive resolution proactively.
• Understand complex legal and operational requirements and translate those into clear, actionable workflows for the Onboarding team.
• Manage timelines, expectations, and communication across internal teams and external stakeholders.
• Drive accountability across clients and internal partners to keep projects on track.
• Act as a trusted advisor to clients, guiding them through best practices and platform capabilities.

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
• Familiar with APIs and SFTP workflows
• Exceptionally detail-oriented when managing VIP and Enterprise clients
• Proficient communicator adept at engaging with senior executives (i.e. 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

Benefits

The base salary range for this role is $70,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affir…