iCapital Network
Client Success Manager - Associate
$70K–$85K
Salt Lake City, Utah, United States · Manager · Full-time · Posted Oct 1, 2026
- Experience
- 2–5 years as a client success manager, managing client relationships and owning a book of business.
About the job
Manages client onboarding from sales hand-off through go-live and beyond, coordinating stakeholders and improving processes to deliver successful platform experiences.
What you'll do
- Own client relationships and coordinate timelines, expectations, and communication across clients and internal teams.
- Identify onboarding risks, gaps, or delays and drive resolution; translate legal and operational requirements into actionable workflows.
- Gather customer feedback and advise clients on platform best practices and capabilities.
What they ask for
- Basic understanding of fund formation processes.
- Familiarity with APIs and SFTP workflows.
- Strong communication skills with senior executives and ability to work through ambiguity.
- Comfort using AI tools effectively in a professional setting.
Pay
$70,000 to $85,000 USD base salary
Tools
APIs, SFTP
AI focus
Use AI tools effectively in a professional setting.
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