Client Implementation Specialist - Strategic Accounts
About the role
We're looking for a Client Implementation Specialist to lead onboarding for clients in our Strategic Accounts segment. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a best-in-class white-glove experience.
Responsibilities
- Build and execute tailored onboarding plans with clear milestones and timelines
- Thought partnership with clients regarding account setup and data organization
- Act as a liaison between clients and fund managers to gather and reconcile account data
- Monitor client data for quality and consistency, proactively resolving discrepancies
- Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs
- Implement learnings to scale client nuances
Education & Enablement
- Train client teams on how to use the Arch platform effectively
- Support adoption through ongoing communication, guidance, and check-ins
- Participate in internal team training and help refine onboarding best practices
Client Experience
- Lead onboarding meetings and deliver a high-touch, relationship-driven experience
- Build trust and rapport with clients through consistent, thoughtful communication
- Maintain detailed client records and notes in our CRM to ensure continuity and context
- Understand areas for expansion within the client or partner organizations
Qualifications
3+ years of experience in project management, implementation, client services, or consulting
Self-starter with exceptional communication and interpersonal skills and a proactive mindset
Strong relationship management instincts, especially with high-value or high-touch clients
Strong attention to detail and ability to work independently in a fast-paced environment
A proactive mindset and passion for solving complex challenges with an eye for storytelling, while delivering a best-in-class client experience