Arch
Finance / FinServ
ClientExperienceStrategist
“Client Experience Strategist at Arch. Skills: client relationship management, account management, client success. Post-Onboarding Client Management. Conduct regular check-in meetings with clients to assess their needs and satisfaction”
What You'll Achieve.
ensure clients receive the highest level of service and support; mitigate risks of client churn; ensure timely discussions and contract updates; drive the growth and direction of our platform
Industry & Context.
problem-solving abilities
Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs
What They're Looking For.
Must Have
bachelor's degree in business, finance, or a related field, 3+ years of experience managing client relationships, exceptional communication and interpersonal skills, problem-solving abilities and attention to detail, ability to work collaboratively in a fast-paced, dynamic environment
Nice to Have
previously worked in wealth management, a family office, fund management, accounting, or a related financial field, familiar with the terms capital calls, IRRs, recallable distributions, or K-1s, Know SQL or want to learn, taken finance or accounting courses
What You'll Do.
Post-Onboarding Client Management
Conduct regular check-in meetings with clients to assess their needs and satisfaction
Maintain comprehensive client records and notes in our CRM system
Monitor client accounts for data quality issues and promptly address any discrepancies
Provide training to end user groups to ensure deep product understanding and adoption
Track and analyze factors influencing client churn and work to mitigate risks
Manage client renewal processes
ensuring timely discussions and contract updates
Account Growth and Expansion
Identify opportunities for contract expansion across new feature sets and/or broader firm adoption
Proactively identify and escalate client feature requests to the relevant teams
Keep clients informed about product updates
Foster and maintain strong
long-term relationships with clients
Process ongoing updates from clients and various institutional data sources
Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs
How You'll Work.
Team & Collaboration
work collaboratively in a fast-paced, dynamic environment; escalate client feature requests to the relevant teams
Communication Scope
exceptional communication and interpersonal skills
Applying for this Client Experience Strategist role?
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