Account Manager Associate
Posted Updated
Description
- ICapital is looking to hire an Associate Account Manager to support and grow relationships with an assigned portfolio of clients
- This individual will play a key role in maintaining overall client health, driving platform adoption, supporting strategic initiatives, and ensuring clients maximize the value of iCapital’s solutions through proactive engagement, training, and ongoing relationship management
- This individual will serve as a trusted day-to-day partner to clients while collaborating closely with internal stakeholders to deliver a best-in-class client experience
- This role will manage client relationships, coordinate resources across teams, identify opportunities for growth and expansion, and support the successful execution of strategic account plans
- Manage relationships with assigned client accounts and serve as a primary point of contact for day-to-day client engagement
- Develop and execute account plans designed to improve client satisfaction, product utilization, relationship strength, retention, and overall account health
- Conduct regular client meetings, business reviews, and proactive outreach to maintain strong working relationships and understand evolving business priorities
- Analyze client health, platform adoption, business objectives, and utilization trends to identify risks, opportunities, and actionable recommendations
- Serve as a trusted advisor by providing guidance on best practices, operational efficiencies, and strategic initiatives that support successful client outcomes
- Lead platform onboarding, implementation support, training, and adoption efforts to maximize client engagement and utilization
- Monitor account health and proactively identify risks, challenges, and opportunities for improvement
- Support client retention and growth initiatives by identifying expansion opportunities and partnering with Sales and Strategic Account Management teams as appropriate
- Coordinate and communicate on escalated client issues while partnering with Product, Client Delivery, Production Support, and other internal teams to drive successful resolution
- Track client priorities, strategic initiatives, enhancement requests, and action items to ensure visibility and progress
- Serve as the voice of the customer by communicating client feedback, business needs, operational challenges, and product enhancement opportunities internally
- Build strong collaborative relationships across Product, Client Delivery, Production Support, Finance, Sales, and Leadership teams to support client success
- Support renewal and commercial discussions through coordination, stakeholder management, follow-up activities, and internal alignment
- Present and demonstrate company products, capabilities, and solutions when appropriate
- Maintain accurate account plans, client activity records, and documentation within Salesforce and other approved systems
- Keep internal systems and records updated with relevant client notes, activities, and required information
- Participate in industry events, conferences, and client-facing activities to strengthen industry knowledge and professional networks
- Complete ad hoc projects and assignments as needed
- 3-5 years of experience in account management, customer success, relationship management, client delivery, consulting, or other client-facing roles
- Preferred experience within financial services, insurance, InsureTech, FinTech, wealth management, or related industries
- Able to work independently, proactively, and effectively in a fast-paced environment
- Proficiency with Microsoft Office Suite and Salesforce or comparable CRM platforms
- Experience collaborating across multiple departments and influencing outcomes without direct authority
- Strong organizational, project management, and coordination capabilities with the ability to manage multiple priorities
- Demonstrated ability to manage complex client relationships and multiple stakeholder groups
- Experience developing and executing account plans and driving client engagement strategies
- Strong communication, presentation, relationship-building, and interpersonal skills
- Strong consultative problem-solving and client service orientation
- Able to analyze client health, identify business needs, and develop actionable recommendations