Commercial Account Manager jobs in United States
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Arch · 23 hours ago

Commercial Account Manager

Arch is a Series B financial technology company that automates the management of private investments. They are seeking a Commercial Account Manager to grow relationships with high-value clients and drive retention, satisfaction, and account expansion.

Hedge FundsReal Estate InvestmentSoftwareVenture CapitalWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Conduct regular check-ins, business reviews, and executive engagements to drive product adoption and client satisfaction
Proactively identify usage gaps, deliver tailored solutions, and ensure platform value is fully realized
Own the full commercial lifecycle for accounts: renewals, upsells, and expansions
Identify new opportunities, broader user adoption, premium features, deeper integrations
Lead commercial conversations with Arch’s most strategic customers
Align pricing, contracts, and platform capabilities to client goals and investment strategies
Build and deepen relationships with operations leaders, CTOs, COOs, and Partners
Tailor messaging and engagement to different levels of the client organization
Represent the voice of the client internally to influence product and operational priorities
Help shape playbooks for renewals, pricing, account expansion, and strategic success
Track and report on account health, pipeline activity, and revenue performance
Contribute to scaling the function—mentoring teammates and improving internal processes

Qualification

Account ManagementWealth ManagementClient EngagementCommercial StrategyCRM ProficiencySQLInvestment ConceptsProcess ImprovementCross-functional CollaborationCommunication Skills

Required

5-8 years of experience in account management
Experience in wealth management, RIA operations, or private fund administration
Understanding of investment concepts like capital calls, IRRs, K-1s, and recallable distributions
Experience using platforms like Addepar, Black Diamond, or Orion
Comfortable with CRMs, data systems, or SQL
Experience helping build or scale a commercial or customer success function in a startup environment

Benefits

Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.
Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.
Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.
Team community and camaraderie - We have enormous trust in each other and always do what we can do to support one another. We're always ready to step in to help.
Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).
Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.

Company

Arch

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Arch digitally manages private investment operations for investors and investment advisors.

H1B Sponsorship

Arch has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (4)

Funding

Current Stage
Growth Stage
Total Funding
$77.5M
Key Investors
Oak HC/FTMenlo VenturesCraft Ventures
2025-09-15Series B· $52M
2023-11-09Series A· $20M
2021-12-08Seed· $5.5M

Leadership Team

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Joel Stein
CTO and Cofounder
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Company data provided by crunchbase