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Client Success Manager - Associate

iCapital - Salt Lake City, Utah, United States

Posted May 22, 2026

Benefits

Parental leave
Not verified
Non-birth-parent leave
Not verified
Family-building benefits
  • Fertility benefits: Not verified
  • Adoption assistance: Not verified
  • Surrogacy assistance: Not verified
Mental health support
Not verified
Relocation assistance
Not verified
Childcare support
Not verified
Learning budget
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Verification
Not verified
Salary
$85K-$110K From the posting source checked Jun 20, 2026
401(k) match
Not verified

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Market context

U.S. role benchmark (BLS OEWS)
$78,856 U.S. median for this role
Projected growth (BLS Employment Projections)
+0.8% - Slower

24% above the BLS role benchmark for customer success aggregate.

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function
Customer Success From the posting source checked Jun 20, 2026
Seniority
Mid From the posting source checked Jun 20, 2026

Schedule

Shift type
Not verified
Weekend work
Not verified

Company

Equity
Offered From the posting source checked Jun 20, 2026

Application

Cover letter
Not verified
Assessment
Not verified
Deadline
Not stated

Where they hire

State eligibility is not yet verified.

About this role

Client Success Manager - Associate Salt Lake City, Utah, United States About the Role iCapital is seeking an Associate to join the Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence. The ideal candidate is proactive, intellectually curious, and service oriented. This highly collaborative role requires the ability to partner cross-functionally to continuously improve and optimize operational processes. Responsibilities - Ensure client engagements are successful for clients, their investors, lawyers, and fund administrators. - Own the client relationship from the sales hand-off through go-live and beyond. - Seek and synthesize customer feedback to inform product and process improvements. - Identify risks, gaps, or delays in onboarding and drive resolution proactively. - Understand complex legal and operational requirements and translate those into clear, actionable workflows for the Onboarding team. - Manage timelines, expectations, and communication across internal teams and external stakeholders. - Drive accountability across clients and internal partners to keep projects on track. - Act as a trusted advisor to clients, guiding them through best practices and platform capabilities. Qualifications - 2-5 years of experience as a client success manager, managing client relationships and owning a book of business - Basic understanding of fund formation processes - Familiar with APIs and SFTP workflows - Exceptionally detail-oriented when managing VIP and Enterprise

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