Account Manager Associate

Join iCapital as an Associate Account Manager, where you will support and grow relationships with an assigned portfolio of clients. You will play a key role in maintaining overall client health, driving platform adoption, and ensuring clients maximize the value of iCapital's solutions. This role requires strong communication, relationship-building, and problem-solving skills, as well as experience in account management or customer success.

Responsibilities

• Gérer les relations avec les comptes clients assignés et servir de point de contact principal pour l'engagement quotidien des clients.
• Développer et exécuter des plans de compte visant à améliorer la satisfaction des clients, l'utilisation des produits, la force de la relation, la rétention et la santé globale du compte.
• Analyser la santé des clients, l'adoption de la plateforme, les objectifs commerciaux et les tendances d'utilisation pour identifier les risques, les opportunités et les recommandations exploitables.

Requirements

• 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

Pay

USD 70,000 - 80,000