Client Success Manager - Associate
iCapital Network
$70,000 - $85,000 / year
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Description
About the Role
iCapital is seeking an Associate to join the Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence.
The ideal candidate is proactive, intellectually curious, and service oriented. This highly collaborative role requires the ability to partner cross-functionally to continuously improve and optimize operational processes.
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
- Comfort using AI tools and applying them effectively in a professional setting
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.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Benefits
- 401(k)
- paid time off
- stock options
- parental leave
- bonus
About this role
iCapital's Onboarding Solutions team is looking for an Associate Client Success Manager to shepherd clients through platform implementation and beyond. You'd own relationships from the sales handoff through go-live, acting as both a problem-solver and trusted advisor. The work involves synthesizing client feedback to drive product improvements, identifying and resolving onboarding delays, translating complex fund formation and legal requirements into clear workflows, and managing timelines and expectations across internal teams and external stakeholders—including senior executives and fund administrators.
This role suits someone with two to five years of client success or relationship management experience who understands fund formation processes and is comfortable with technical workflows like APIs and SFTP. You'll need to be exceptionally detail-oriented, a clear communicator capable of navigating ambiguity in a startup environment, and willing to use AI tools as part of your toolkit. The position is based in Salt Lake City and requires in-office presence Monday through Thursday, with Friday remote flexibility.
The compensation package includes a base salary of $70,000 to $85,000, equity, and an annual performance bonus, along with a comprehensive benefits suite covering healthcare, dental, vision, mental health support, parental leave, and unlimited PTO.
How this employer is doing
solid
- Recently Raised Funding
In the news
How Much Did iCapital Network Raise? Funding & Key Investors, Clay
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Pay for this role
$70,000 to $85,000 per year
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