Business & FinanceOn site
Client Success Manager - Associate
iCapitalSalt Lake City, UT
$70,000–85,000/yr
Posted Oct 2, 2026
What you’d do
Own client relationships from sales hand-off through go-live on the iCapital platform, ensuring successful onboarding for clients, investors, lawyers, and fund administrators. Identify and resolve onboarding risks and synthesize customer feedback to improve products and processes. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- 2–5 years as a client success manager
- Experience owning a book of business
- Basic understanding of fund formation processes
- Familiarity with APIs and SFTP workflows
- Detail-oriented with VIP and Enterprise clients
Our summary of the listing. The full listing has the details.