Account Manager

Description

Private investments such as venture capital, hedge funds, and private equity, make up roughly 25% of the entire investments universe.

Traditionally, investors, family offices, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy email boxes.

Not only is this tedious and time-consuming, but it is rife with opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.

Arch is a seed-stage fintech startup that digitizes and automates portfolio management and document collection for private investments.

With Arch, investors can rest assured knowing all of their investment information and data is organized, accurate, and secure.

We are currently a small company responsible for billions of dollars in investments, and we are looking to hire in all parts of our company as we are quickly growing.

As an Account Manager at Arch, you'll be an early employee who can help shape and grow our company as we expand and scale our reach to new users.

Account Manager

We are looking for an Account Manage r to nurture and expand our client relationships. As an Account Manager at Arch, you will be responsible for post-onboarding account management, ensuring clients receive the highest level of service and support.

You'll be an early employee who can help shape and grow our company and the Account Management team as we expand and scale our reach to new users.

Key Responsibilities

Your responsibilities will include :

• 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.
• 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.
• Client Communication
• Keep clients informed about product updates, enhancements, and new features.
• Foster and maintain strong, long-term relationships with clients.

Skills, Knowledge and Expertise

Reach out to us if you :

Have a bachelor's degree in business, finance, or a related field.

• Have 2+ years of experience managing client relationships.
• Possess exceptional communication and interpersonal skills.
• Posses strong problem-solving abilities and attention to detail.
• Have the ability to work collaboratively in a fast-paced, dynamic environment.

Bonus points if you :

• Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field
• Are familiar with the terms capital calls, IRRs, recallable distributions, or K-1s
• Know SQL or want to learn
• Have taken finance or accounting courses

Why Join Us?

• Your work is high impact - Being part of a small team means you have real responsibility and impact from day one. You'll be involved in discussions that drive the growth and direction of our platform from the very beginning.
• You'll learn a lot about a lot - The operations team functions across the entire company, from working with new and prospective clients, to liaising with the engineering team to build a new feature or improve an existing one.
• Low bureaucracy - We may be small, but that means we're nimble and can move quickly. New changes are being added to our platform every day, and we're always looking for ways to do things better.

If a feature or process doesn't make sense or could be more efficient, you always have the power to make it better.

Team community and camaraderie - We are a small team, and we have enormous trust in each other and always do what we can do to support one another.

We're always ready to step in to help.

Arch solves many of the problems facing active Investors / LPs : collecting K-1s; logging into the various web portals; and tracking performance, cash flows, and metrics across their investments.

Arch replace the spreadsheets, manual labor, and antiquated systems used by most investors, family offices, and investment advisors.