About this role
As an Account Manager at Arch, you will lead post-onboarding client relationships, ensuring exceptional service and satisfaction while monitoring account data quality and training users on the platform. The role requires proactively identifying growth opportunities and communicating product updates to clients, alongside maintaining accurate records in the CRM system. You will also collaborate with cross-functional teams to address feature requests, facilitating the expansion of client accounts within the financial technology sector.
Required Skills
- Post-Onboarding Management
- Client Meetings
- CRM Management
- Data Quality Monitoring
- Client Training
- Account Growth
- Contract Expansion
- Client Communication
- Relationship Management
- Data Management
+5 more
Qualifications
- Bachelor's degree in business, finance, or a related field
About Arch
arch.coArch is a technology-driven platform dedicated to modernizing private market investments. Its mission centers on connecting various stakeholders within the alternative investment industry through a unified platform that emphasizes collaboration, data-driven insights, and exceptional service. Arch's solutions streamline investment communications, document management, workflows, and data analysis, enabling users to focus on strategic decision-making instead of administrative tasks. With features like automated insights and curated collaboration tools, Arch aims to unlock the full value of alternative investments for investors and advisors alike.
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