Client Success Strategist

Arch

3 months ago

3.8 on Glassdoor

New York, NY

Onsite

Full Time

Junior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

The Client Success Strategist at Arch is responsible for post-onboarding account management, maintaining strong client relationships, and ensuring high levels of service and support for over 400 clients in the financial technology sector. Key responsibilities include conducting regular check-ins, managing data quality, facilitating client training, analyzing factors influencing churn, and overseeing contract renewals. The role emphasizes proactive communication about product updates and identifying opportunities for account growth, contributing to the overall success and expansion of the client's experience with Arch's investment management platform.

Skills

Qualifications

Bachelor's degree in business, finance, or a related field

About Arch

arch.co

Arch 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.