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Client Implementation Specialist - Strategic Accounts

ArchNew York City
On-site Full-time

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Experience Level

Experience

Qualifications

Qualifications:Exceptional communication and interpersonal skills to cultivate strong relationships with clients. Demonstrated ability to work independently and manage multiple projects simultaneously. Strong problem-solving skills and a proactive mindset. Experience in financial services or technology is a plus. A commitment to delivering an outstanding client experience.

About the job

Join Our Team at Arch

Arch is a rapidly expanding Series B financial technology firm dedicated to revolutionizing private investment management. We enhance accessibility, understanding, and the overall investor experience across various asset classes.

Private investments such as venture capital, hedge funds, and private equity constitute approximately 25% of the investment landscape. Traditionally, stakeholders including investors, advisors, banks, families, and managers have struggled with the cumbersome task of tracking numerous investments through complicated spreadsheets and overflowing inboxes. This not only takes up valuable time but also introduces the risk of data entry errors, inconsistent reporting, and misplaced information. That’s where Arch comes in.

At Arch, we provide a unified platform that delivers standardized data, documents, and insights, eliminating the hassle of navigating through countless portals. Our mission is to save our clients time and empower them to make well-informed investment decisions that lead to superior financial results.

We are a dynamic and fast-growing team of over 200 professionals serving more than 400 clients, including some of the largest banks and financial institutions in the United States. Since our inception, we have consistently doubled our company size each year and are actively hiring across all departments as we continue to scale.

About the Role

We are in search of a Client Implementation Specialist to spearhead the onboarding process for our Strategic Accounts segment. This essential role focuses on developing trusted, long-term partnerships with key decision-makers at leading accounting firms, tech channel partners, and financial institutions.

This role is highly client-facing, and we are seeking an individual who values relationship-building, earns trust swiftly, and delivers a premier white-glove experience. As a Client Implementation Specialist, you will guide clients through the onboarding journey, ensuring they are set up for enduring success on our platform with a precise representation of advanced investment data.

The ideal candidate is a self-starter capable of working independently, managing multiple onboarding processes, and proactively addressing challenges with minimal oversight. You will also play a role in providing feedback on our products and improving internal onboarding processes—striking a balance between independent execution and collaborative teamwork.

Your Responsibilities:

Client Onboarding

  • Design and implement customized onboarding plans with well-defined milestones and timelines.

  • Facilitate a seamless transition for clients to ensure they fully leverage our platform's capabilities.

About Arch

Arch is a pioneering financial technology company that automates private investment management, providing streamlined access and insights to enhance the investor experience. With a rapidly growing team and a focus on innovation, Arch is committed to improving financial outcomes for its clients.

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