Remote opportunity at
iCapitalAccount Manager- Associate
iCapital is hiring an Associate Account Manager to look after an assigned client portfolio and deepen those relationships. The role centers on client health, platform adoption…
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About This Role
iCapital is hiring an Associate Account Manager to look after an assigned client portfolio and deepen those relationships. The role centers on client health, platform adoption and helping clients gain value from the company's solutions via regular outreach, coaching sessions and consistent relationship care. The associate is the daily point of contact and coordinates across internal teams to deliver a strong experience. The job is fully remote. Duties include creating…
Job Description
iCapital is hiring an Associate Account Manager to look after an assigned client portfolio and deepen those relationships. The role centers on client health, platform adoption and helping clients gain value from the company's solutions via regular outreach, coaching sessions and consistent relationship care. The associate is the daily point of contact and coordinates across internal teams to deliver a strong experience. The job is fully remote.
Duties include creating account plans to lift satisfaction, product use, retention and overall health; hosting regular client meetings and business reviews; and studying adoption and utilization data to flag risks and propose actions. The associate leads onboarding, implementation help and training, identifies expansion chances working alongside the Sales and Strategic Account Management groups, and coordinates escalations with Product, Client Delivery and Production Support. The role also relays client feedback and enhancement requests to internal teams, supports renewal talks and keeps Salesforce account plans and activity logs current.
The ideal candidate has three to five years of client-facing work, such as account management, customer success or consulting. Experience in financial services, insurance, InsureTech, FinTech or wealth management is preferred. Clear communication, presentation skill and consultative problem-solving are essential, along with the ability to influence without formal authority. Microsoft Office and Salesforce or similar CRM tools are expected, and travel for customer visits, reviews, industry events and team gatherings comes up from time to time. The base pay band runs from $70,000 up to $80,000.
Responsibilities
- Serve as the main day-to-day contact for assigned clients.
- Create account plans that raise satisfaction, product use, retention and account health.
- Run recurring client meetings and business reviews, and reach out proactively.
- Study adoption and utilization patterns to flag risks and suggest next steps.
- Drive client onboarding, rollout help, training sessions and uptake work.
- Find upsell and growth openings, then coordinate with the Sales and Strategic Account Management groups.
- Coordinate escalations with Product, Client Delivery and Production Support, and carry client feedback to internal teams.
- Maintain Salesforce account plans, notes and activity records.
Requirements
- Three to five years of client-facing work, such as account management, customer success or consulting.
- Strong communication, presentation, relationship and people skills.
- Consultative problem-solving with a service-first attitude.
- Experience writing account plans and steering client engagement.
- Ability to influence stakeholders across departments without formal authority.
- Proficiency with Microsoft Office and Salesforce or a comparable CRM.
- Works independently and juggles multiple priorities in a fast environment.
- Open to travel for customer visits, reviews, industry events and team gatherings.
Qualifications
- Background in financial services, insurance, InsureTech, FinTech or wealth management.
Core Skills
Benefits
- Equity for full-time staff.
- Yearly performance bonus.
- Retirement plan with employer match.
- Healthcare with fully covered dental, vision, telemedicine and virtual counseling.
- Parental leave and unlimited PTO.
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is the role remote?
Yes, the posting says this role is fully remote.
What is the base salary?
$70,000 to $80,000.
Is travel expected?
Yes, when required for client visits, quarterly reviews, industry conferences or internal gatherings.
What experience is required?
Three to five years in account management, customer success, consulting or another client-facing role.
Sample Interview Questions
AI-generated questions tailored to this specific role — a preview of the full practice set.