Solutions Product Specialist – Onboarding & Adoption

iCapital; Colorado Springs (CO); Hybrid; USD 70,000 - 85,000; Full time

Job summary

iCapital is seeking a Product Specialist to join the Solutions team in Colorado Springs. You will manage existing asset manager relationships, guide onboarding, and drive adoption of education and compliance features on the iCapital platform.

The role emphasizes proactive client engagement, platform enablement, and ongoing training, including renewals and potential upsell opportunities, with a hybrid in-office/remote work arrangement.

Qualifications

• 2–5 years in client-facing roles such as account manager, client success manager, business development or sales.
• Exceptional verbal and written communication skills and ability to clearly explain technical concepts to clients.
• Experience with Salesforce and multi-account management.

Responsibilities

• Day-to-day management of existing asset manager client relationships.
• Guide clients through onboarding lifecycle and drive platform adoption with ongoing touchpoints.
• Provide ongoing training to existing clients, including refresher sessions and platform demonstrations.
• Support account renewals and upsell initiatives by managing administrative workflows and renewals.
• Develop understanding of regulatory considerations relevant to client workflows and how iCapital solutions support those requirements.
• Maintain Salesforce data and reporting to support team performance tracking.
• Work on special projects as requested.

Skills

Client relationships

Communication

Account management

Tools

Salesforce

Job description

iCapital is seeking a Product Specialist to join the Solutions team in Colorado Springs. You will manage existing asset manager relationships, guide onboarding, and drive adoption of education and compliance features on the iCapital platform.

The role emphasizes proactive client engagement, platform enablement, and ongoing training, including renewals and potential upsell opportunities, with a hybrid in-office/remote work arrangement.