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iCapital

Account Manager – Associate

iCapital

. Manage relationships with assigned client accounts and serve as a primary point of contact for day-to-day client engagement .

Posted 10/9/2026full-timeRemote • United StatesMid-Level💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and client engagement, with a strong focus on developing and executing account plans to enhance client satisfaction and retention. Proficient in analyzing client health and collaborating across departments to drive strategic initiatives and operational efficiencies.

Highest-signal resume keywords
Account ManagementClient Engagement StrategiesSalesforce ProficiencyConsultative Problem-SolvingProject Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Account PlanningClient Health AnalysisOperational EfficiencyPlatform OnboardingBusiness Review Facilitation
Soft Skills
Strong CommunicationRelationship BuildingInterpersonal SkillsOrganizational SkillsProactive Problem-Solving
Tools & Technologies
Microsoft Office SuiteSalesforceCRM Platforms
Industry Keywords
Financial ServicesInsuranceInsureTechFinTechWealth Management

About the role

Key responsibilities & impact
  • Manage relationships with assigned client accounts and serve as a primary point of contact for day-to-day client engagement
  • Develop and execute account plans to improve client satisfaction, product utilization, relationship strength, retention, and account health
  • Conduct regular client meetings, business reviews, and proactive outreach
  • Analyze client health, platform adoption, business objectives, and utilization trends to identify risks and opportunities
  • Provide guidance on best practices, operational efficiencies, and strategic initiatives
  • Lead platform onboarding, implementation support, training, and adoption efforts
  • Monitor account health and identify risks, challenges, and improvement opportunities
  • Support client retention and growth initiatives by identifying expansion opportunities
  • Coordinate escalated client issues with Product, Client Delivery, Production Support, and other internal teams
  • Track client priorities, strategic initiatives, enhancement requests, and action items
  • Communicate client feedback, business needs, operational challenges, and product enhancement opportunities internally
  • Build collaborative relationships across Product, Client Delivery, Production Support, Finance, Sales, and Leadership teams
  • Support renewal and commercial discussions
  • Present and demonstrate company products, capabilities, and solutions
  • Maintain accurate account plans, client activity records, and documentation in Salesforce and other approved systems
  • Participate in industry events, conferences, and client-facing activities
  • Complete ad hoc projects and assignments as needed

Requirements

What you’ll need
  • 3-5 years of experience in account management, customer success, relationship management, client delivery, consulting, or other client-facing roles
  • Preferred experience within financial services, insurance, InsureTech, FinTech, wealth management, or related industries
  • Demonstrated ability to manage complex client relationships and multiple stakeholder groups
  • Strong communication, presentation, relationship-building, and interpersonal skills
  • Strong consultative problem-solving and client service orientation
  • Experience developing and executing account plans and driving client engagement strategies
  • Strong organizational, project management, and coordination capabilities with the ability to manage multiple priorities
  • Ability to analyze client health, identify business needs, and develop actionable recommendations
  • Experience collaborating across multiple departments and influencing outcomes without direct authority
  • Proficiency with Microsoft Office Suite and Salesforce or comparable CRM platforms
  • Ability to work independently, proactively, and effectively in a fast-paced environment
  • Willingness to travel as needed for client meetings, business reviews, conferences, and team events

Benefits

Comp & perks
  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Subsidized healthcare
  • 100% employer-paid dental
  • Vision coverage
  • Telemedicine
  • Virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)
  • Fully remote work