Product Specialist Solutions - Associate

Responsibilities

• Day-to-day management of existing asset manager client relationships.
• Guide clients through the onboarding lifecycle, ensuring a seamless transition from initial engagement through full solution adoption, while maintaining ongoing touchpoints to review new features, provide visibility into additional iCapital solutions and drive continued client engagement.
• Provide ongoing training to existing clients, including refresher sessions that reinforce effective platform usage, and deliver platform demonstrations.
• Support account renewals and upsell initiatives by managing administrative workflows that drive client retention and expansion.
• Negotiate renewals as needed for the solution.
• Maintain Salesforce data and reporting to support team performance tracking and visibility.
• Work on special projects as requested.

Qualifications

• 2-5 years in client-facing roles such as a client success manager, account manager, customer success manager, business development or sales, preferably in a SaaS, Financial Services or fintech environment.
• Exceptional verbal and written communication skills and able to clearly explain technical concepts to clients.
• Excellent organizational skills with the ability to manage multiple accounts through various solutions, prioritize tasks, and work on several projects simultaneously in a fast-paced environment.
• Experience with Salesforce.

Benefits

• The base salary range for this role is $70,000 to $85,000.
• 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 $70,000 to $85,000.

Schedule

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