Description
iCapital is seeking a Product Specialist to join the Solutions team. This role is responsible for managing and strengthening relationships with asset managers and financial institutions while supporting both alternative investment education, portfolio construction and identity-based compliance solutions on the iCapital platform.
The Product Specialist serves as a trusted client partner throughout the relationship lifecycle, guiding onboarding, driving platform adoption, and maintaining ongoing engagement across education and compliance capabilities.
Responsibilities:
- Manage existing asset manager client relationships.
- Guide clients through the onboarding lifecycle, ensuring a seamless transition from initial engagement through full solution adoption.
- Provide ongoing training to existing clients, including refresher sessions that reinforce effective platform usage.
- Support account renewals and upsell initiatives by managing administrative workflows.
- Develop a general understanding of the regulatory considerations relevant to client workflows and how iCapital solutions support those requirements.
- Maintain Salesforce data and reporting to support team performance tracking and visibility.
Qualifications:
- 2-5 years in client-facing roles such as a client success manager, account manager, customer success manager, business development or sales.
- Exceptional verbal and written communication skills.
- Excellent organizational skills with the ability to manage multiple accounts.
- Experience with Salesforce.
Benefits:
- Base salary range: $70,000 to $85,000.
- Comprehensive benefits package including employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off.
- Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.