Onboarding & Client Success Manager

Icapitalnetwork; New York (NY); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Equity for full-time employees

Comprehensive benefits package

Unlimited paid time off

Job summary

Icapitalnetwork is seeking an Associate for its Onboarding Solutions team in New York City. This role focuses on driving operational scalability and delivering exceptional client experiences. You'll manage client relationships during the onboarding process while collaborating with various teams.

The ideal candidate should have 2–5 years of relevant experience, strong communication skills, and a detail-oriented mindset. The position offers a competitive salary and comprehensive benefits, including flexible work options.

Qualifications

• 2–5 years of experience as a client success manager.
• Basic understanding of fund formation processes.
• Proficient communicator adept at engaging with senior executives.

Responsibilities

• Ensure successful client engagements for various stakeholders.
• Own client relationships from sales to go-live.
• Drive accountability across clients and internal partners.

Skills

Client relationship management

Detail-oriented

Communication

Understanding of fund formation processes

Familiarity with APIs and SFTP

Use of AI tools

Job description

Icapitalnetwork is seeking an Associate for its Onboarding Solutions team in New York City. This role focuses on driving operational scalability and delivering exceptional client experiences. You'll manage client relationships during the onboarding process while collaborating with various teams.

The ideal candidate should have 2–5 years of relevant experience, strong communication skills, and a detail-oriented mindset. The position offers a competitive salary and comprehensive benefits, including flexible work options.