Client Success Manager - Associate

New Yorkonsitemanager$85K – $110K

via Greenhouse

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About this role

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.…

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What we'd score you on

reqspace match rubric

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Skills match

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Level fit

This role is manager-level. We check your trajectory against it.

Domain experience

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Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

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Skills in this role

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