Client Success Manager - Associate

Responsibilities

• Ensure client engagements are successful for clients, their investors, lawyers, and fund administrators.
• Own the client relationship from the sales hand-off through go-live and beyond.
• Seek and synthesize customer feedback to inform product and process improvements.
• Identify risks, gaps, or delays in onboarding and drive resolution proactively.
• Understand complex legal and operational requirements and translate those into clear, actionable workflows for the Onboarding team.
• Manage timelines, expectations, and communication across internal teams and external stakeholders.
• Drive accountability across clients and internal partners to keep projects on track.
• Act as a trusted advisor to clients, guiding them through best practices and platform capabilities.

Qualifications

• 2–5 years of experience as a client success manager, managing client relationships and owning a book of business.
• Basic understanding of fund formation processes.
• Familiar with APIs and SFTP workflows.
• Exceptionally detail-oriented when managing VIP and Enterprise clients.
• Proficient communicator adept at engaging with senior executives (i.e. C-suite, partners), capable of effectively maneuvering through ambiguity in a rapidly evolving startup environment.
• Proficient in fund formation processes, including structuring and regulatory compliance.
• Comfort using AI tools and applying them effectively in a professional setting.

Benefits

• The base salary range for this role is $85,000 to $110,000.
• iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
• Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
• We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Pay

• The base salary range for this role is $85,000 to $110,000.

Schedule

• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.