Associate Client Success Manager

ICapital is seeking an Associate to join the Onboarding Solutions team. This role sits at the center of iCapital’s mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence. Ensure client engagements are successful for clients, their investors, lawyers, and fund administrators. Own the client relationship from the sales hand-off through go-live and beyond. Seek and synthesize customer feedback to inform product and process improvements. Identify risks, gaps, or delays in onboarding and drive resolution proactively. Understand complex legal and operational requirements and translate those into clear, actionable workflows for the Onboarding team. Manage timelines, expectations, and communication across internal teams and external stakeholders. Drive accountability across clients and internal partners to keep projects on track. Act as a trusted advisor to clients, guiding them through best practices and platform capabilities. Benefits Employer-matched retirement plan Generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location) Generously subsidised health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling. The ideal candidate is proactive, intellectually curious, and service oriented. This highly collaborative role requires the ability to partner cross-functionally to continuously improve and optimize operational processes. Exceptionally detail-oriented when managing VIP and Enterprise clients. Proficient in fund formation processes, including structuring and regulatory compliance. Basic understanding of fund formation processes. Comfortable using AI tools and applying them effectively in a professional setting. 2-5 years of experience as a client success manager, managing client relationships and owning a book of business. Proficient communicator adept at engaging with senior executives (i.e. C-suite, partners), capable of effectively maneuvering through ambiguity in a rapidly evolving startup environment. Familiar with APIs and SFTP workflows. #J-18808-Ljbffr