Arch · 2 days ago

Account Manager

New York, NY

Full-time

Onsite

Mid Level

$85K/yr - $110K/yr

2+ years exp

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Insider Connection @Arch

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Responsibilities

Post-Onboarding Client Management

Conduct regular check-in meetings with clients to assess their needs and satisfaction.

Maintain comprehensive client records and notes in our CRM system.

Monitor client accounts for data quality issues and promptly address any discrepancies.

Provide training to end user groups to ensure deep product understanding and adoption.

Account Growth and Expansion

Identify opportunities for contract expansion across new feature sets and/or broader firm adoption.

Proactively identify and escalate client feature requests to the relevant teams.

Client Communication

Keep clients informed about product updates, enhancements, and new features.

Foster and maintain strong, long-term relationships with clients.

Qualification

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Client Relationship ManagementProblem-SolvingAttention to DetailCommunicationInterpersonal SkillsCollaborationWealth ManagementFamily OfficeFund ManagementAccountingFinancial FieldCapital CallsIRRsRecallable DistributionsK-1sSQL