{"id":2195840,"url":"https://alion.io/job/icapital-account-manager-associate","title":"Account Manager- Associate","company":{"id":174521,"name":"iCapital","domain":"icapital.com","url":"https://alion.io/company/icapital","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":82,"open_postings":40,"ghost_share":0,"stale_share":0.525,"repost_share":0,"time_to_fill_p50_days":69,"computed_at":"2026-10-15T05:46:00Z"}},"role":"Marketing","role_family":"Marketing","seniority":"middle","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":70000,"max":80000,"currency":"USD","period":"year","gross":null,"usd_annual":80000},"salary_estimate":null,"experience_years_min":3,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false},{"name":"LinkedIn","optional":true},{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-10-06T14:58:50Z","employer_posted_date":"2026-10-09","last_verified_at":"2026-10-15T13:16:30Z","board_verified":true,"closed_at":null,"days_open":9,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":9},"description":"About the Role\niCapital is looking to hire an Associate Account Manager to support and grow relationships with an assigned portfolio of clients. This individual will play a key role in maintaining overall client health, driving platform adoption, supporting strategic initiatives, and ensuring clients maximize the value of iCapital's solutions through proactive engagement, training, and ongoing relationship management. This individual will serve as a trusted day-to-day partner to clients while collaborating closely with internal stakeholders to deliver a best-in-class client experience. This role will manage client relationships, coordinate resources across teams, identify opportunities for growth and expansion, and support the successful execution of strategic account plans.\nResponsibilities\nManage relationships with assigned client accounts and serve as a primary point of contact for day-to-day client engagement.\nDevelop and execute account plans designed to improve client satisfaction, product utilization, relationship strength, retention, and overall account health.\nConduct regular client meetings, business reviews, and proactive outreach to maintain strong working relationships and understand evolving business priorities.\nAnalyze client health, platform adoption, business objectives, and utilization trends to identify risks, opportunities, and actionable recommendations.\nServe as a trusted advisor by providing guidance on best practices, operational efficiencies, and strategic initiatives that support successful client outcomes.\nLead platform onboarding, implementation support, training, and adoption efforts to maximize client engagement and utilization.\nMonitor account health and proactively identify risks, challenges, and opportunities for improvement.\nSupport client retention and growth initiatives by identifying expansion opportunities and partnering with Sales and Strategic Account Management teams as appropriate.\nCoordinate and communicate on escalated client issues while partnering with Product, Client Delivery, Production Support, and other internal teams to drive successful resolution.\nTrack client priorities, strategic initiatives, enhancement requests, and action items to ensure visibility and progress.\nServe as the voice of the customer by communicating client feedback, business needs, operational challenges, and product enhancement opportunities internally.\nBuild strong collaborative relationships across Product, Client Delivery, Production Support, Finance, Sales, and Leadership teams to support client success.\nSupport renewal and commercial discussions through coordination, stakeholder management, follow-up activities, and internal alignment.\nPresent and demonstrate company products, capabilities, and solutions when appropriate.\nMaintain accurate account plans, client activity records, and documentation within Salesforce and other approved systems.\nKeep internal systems and records updated with relevant client notes, activities, and required information.\nParticipate in industry events, conferences, and client-facing activities to strengthen industry knowledge and professional networks.\nComplete ad hoc projects and assignments as needed.\nQualifications\n3-5 years of experience in account management, customer success, relationship management, client delivery, consulting, or other client-facing roles\nPreferred experience within financial services, insurance, InsureTech, FinTech, wealth management, or related industries\nDemonstrated ability to manage complex client relationships and multiple stakeholder groups\nStrong communication, presentation, relationship-building, and interpersonal skills\nStrong consultative problem-solving and client service orientation\nExperience developing and executing account plans and driving client engagement strategies\nStrong organizational, project management, and coordination capabilities with the ability to manage multiple priorities\nAble to analyze client health, identify business needs, and develop actionable recommendations\nExperience collaborating across multiple departments and influencing outcomes without direct authority\nProficiency with Microsoft Office Suite and Salesforce or comparable CRM platforms\nAble to work independently, proactively, and effectively in a fast-paced environment\nWillingness to travel as needed for client meetings, business reviews, conferences, and team events\nBenefits\nThe base salary range for this role is $70,000 to $80,000. 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).\nEmployees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.\nFor additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/\n 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.","description_format":"text","description_chars":5661,"description_truncated":false,"requirements":{"experience_years_min":3,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Equity","Parental leave","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-10-09T19:18:33Z"}],"visa":[],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.632,"p_room":1,"age_days":8,"expected_fill_days":69,"reasons":["conf:0","stale_co","velocity","win:early","comp:brand"],"computed_at":"2026-10-15T05:46:00Z"},"pay":{"stated_usd_annual":80000,"is_top_pay":false},"html_url":"https://alion.io/job/icapital-account-manager-associate","json_url":"https://alion.io/job/icapital-account-manager-associate.json","meta":{"generated_at":"2026-10-15T15:08:00Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":23139,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-16T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":174521},"rest":"https://alion.io/mcp/rest/get_company?id=174521"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ficapital-account-manager-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ficapital-account-manager-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ficapital-account-manager-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/icapital-account-manager-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ficapital-account-manager-associate"}]}