Remote Account Manager Associate — Client Success & Adoption

iCapital; United States; Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Unlimited PTO

Parental leave

Employer matched retirement plan

Fully remote work with comprehensive,

Job summary

iCapital is seeking an experienced Account Manager/Customer Success professional for a fully remote role in the United States. You will manage client relationships, drive platform adoption, and coordinate with internal teams to resolve escalations.

Ideal candidates have 3–5 years in account management or customer success, strong communication and CRM skills, and a passion for helping clients succeed in a fintech environment. Competitive benefits included.

Qualifications

• 3–5 years in account management or customer success.
• Strong communication, presentation and CRM skills.
• Remote-friendly role with ability to work across teams.
• Experience in fintech or financial services is a plus.

Responsibilities

• Manage client relationships and drive platform adoption.
• Execute account plans and analyze client health.
• Collaborate with internal teams to resolve escalated issues.

Skills

Communication & presentation skills

CRM systems proficiency

Cross-functional collaboration

Job description

iCapital is seeking an experienced Account Manager/Customer Success professional for a fully remote role in the United States. You will manage client relationships, drive platform adoption, and coordinate with internal teams to resolve escalations.

Ideal candidates have 3–5 years in account management or customer success, strong communication and CRM skills, and a passion for helping clients succeed in a fintech environment. Competitive benefits included.