Account Manager

Our Company

Private investments such as venture capital, hedge funds, and private equity make up roughly 25% of the investment universe. Traditionally, investors, advisors, banks, families, and managers track hundreds of investments in complicated spreadsheets, file folders, and busy inboxes. Not only is this tedious and time-consuming, but it is rife with opportunities for manual data entry errors, inconsistent reporting, and lost information. Enter Arch.

Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of fund manager portals.Our purpose is to save investors time while empowering them to make more informed investment decisions, leading to better financial outcomes. 

We are a fast growing, dynamic company serving hundreds of clients, and we are looking to hire in all departments as we scale.

Account Manager

We are looking for an Account Manager 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

Some perks of working for Arch include:

• 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.

• 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.

• 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.