Arch · 1 month ago
Client Experience Strategist
New York, United States
Full-time
Onsite
Mid Level
3+ years expArch is a Series B financial technology company that automates the management of private investments, improving access and understanding for investors. The Client Experience Strategist will be responsible for nurturing client relationships, managing client accounts post-onboarding, and ensuring clients receive top-notch service and support.
Hedge FundsReal Estate InvestmentSoftwareVenture CapitalWealth Management
Responsibilities
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
Client Communication
Keep clients informed about product updates, enhancements, and new features
Foster and maintain strong, long-term relationships with clients
Data Management
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
Qualification
Required
Have a bachelor's degree in business, finance, or a related field
Have 3+ years of experience managing client relationships
Possess exceptional communication and interpersonal skills
Possess strong problem-solving abilities and attention to detail
Have the ability to work collaboratively in a fast-paced, dynamic environment
Preferred
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
Benefits
Strong Team - You’ll be backed by a strong team that consistently exceeds client expectations and ships new products quickly.
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.
Product Market Fit - We have strong product market fit, exceptionally low churn, and have grown mostly organically through word of mouth.
Team community and camaraderie - 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.
Great office - we’ve invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).
Lunch is on Us - Grab lunch on us while you’re in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.
Company
Arch
Arch digitally manages private investment operations for investors and investment advisors.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$77.5MKey Investors
Oak HC/FTMenlo VenturesCraft Ventures
2025-09-15Series B· $52M
2023-11-09Series A· $20M
2021-12-08Seed· $5.5M
Leadership Team
Joel Stein
CTO and Cofounder
Recent News
2025-10-30
alleywatch.com
2025-09-23
Company data provided by crunchbase