Manager, Client Experience jobs in United States
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Arch · 6 hours ago

Manager, Client Experience

Arch is a Series B financial technology company focused on automating the management of private investments. The Manager, Client Experience will lead and scale the post-onboarding client experience function, ensuring high-quality support for clients, and managing a team of Client Experience Strategists.

Hedge FundsReal Estate InvestmentSoftwareVenture CapitalWealth Management
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Growth Opportunities

Responsibilities

Roll out and continuously improve structured client experience programs, including service models, engagement frameworks, and operating playbooks
Systematize how Arch supports different client types to improve consistency, efficiency, and scalability
Identify opportunities to improve workflows, tooling, and internal processes
Oversee ongoing client relationships, including check-ins, health monitoring, escalations, and renewals
Manage a portfolio of high-priority client relationships while supporting team-wide delivery
Ensure accurate and up-to-date client records, workflows, and communication standards
Identify expansion opportunities across new features, products, and broader firm adoption
Monitor drivers of churn and proactively mitigate risk
Surface and prioritize client feedback and product requests in partnership with Product and Engineering
Maintain best-in-class data quality, reporting accuracy, and delivery standards
Oversee ongoing client data updates and operational workflows
Support occasional evening or weekend coverage as part of Arch’s operating rhythm and service commitments
Partner with Implementation teams to strengthen handoffs into post-onboarding ownership
Work closely with Account Management and Operations to align priorities and execution

Qualification

Client Success ManagementPeople LeadershipProject ManagementAdvanced ExcelData AnalysisCommunication SkillsOrganizational SkillsProblem SolvingTeam Collaboration

Required

5-10+ years of experience in Client Success, Account Management, Customer Success, or a related client-facing role
1–3+ years of people leadership experience, including coaching, feedback, and performance development
Proven ability to manage high-touch, high-stakes client relationships and lead teams supporting complex accounts
Strong organizational and project management skills, with the ability to balance competing priorities
Clear, confident communicator who can build trust with both clients and internal stakeholders
Comfortable operating in ambiguity, with a bias toward action and building structure where needed
Advanced Excel skills for analysis, tracking, capacity planning, and reporting

Preferred

Experience working in startup or high-growth environments
Exposure to or interest in fintech and data-driven products
Experience in wealth management, private banking, family offices, fund management, or accounting
Experience with SQL or interest in developing data analysis skills

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

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Arch digitally manages private investment operations for investors and investment advisors.

Funding

Current Stage
Growth Stage
Total Funding
$77.5M
Key Investors
Oak HC/FTMenlo VenturesCraft Ventures
2025-09-15Series B· $52M
2023-11-09Series A· $20M
2021-12-08Seed· $5.5M

Leadership Team

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Joel Stein
CTO and Cofounder
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Company data provided by crunchbase