InvestCloud
The Relationship Manager at InvestCloud is responsible for building and maintaining senior-level client relationships, ensuring satisfaction with products and services, and driving revenue growth through portfolio expansion and strategic account planning. The role involves overseeing client onboarding, implementation, contract renewals, and acting as a trusted advisor to align solutions with client business objectives.
Headquarters
West Hollywood, California, United States
Company Size
1001-5000 employees
Founded
2010
InvestCloud powers digital transformation in financial services. Scale your business with digital wealth management and APL network access today.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for InvestCloud.
42% above the average for this role