Arch · 1 month ago
Client Experience Strategist
New York, NY, US
Full-time
Onsite
Mid Level
$85K/yr - $130K/yr
3+ years expArch is a Series B financial technology company that automates the management of private investments. They are seeking a Client Experience Strategist to nurture and expand client relationships, focusing on post-onboarding account management and ensuring high levels of service and support.
Cloud InfrastructureSoftwareUX Design
Responsibilities
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
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, enhancements, and new features
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
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
Posses 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
Your work is high impact
Product Market Fit
Team community and camaraderie
Great office
Lunch is on Us
Company
Arch
Arch is a market provider of SAP usability software and delivering solutions to enhance the SAP user experience.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase