Product Specialist Solutions - Associate

About the Role

iCapital is seeking aProduct Specialistto join the Solutions team. This roleis responsible formanaging and strengthening relationships with asset managers and financial institutions while supporting bothalternative investment education, portfolio constructionandidentity-based compliance solutionson the iCapital platform.

The Product Specialistserves as a trusted client partner throughout the relationship lifecycle, guiding onboarding, driving platform adoption, andmaintainingongoing engagement across education and compliance capabilities. This role requires a proactive, client centric mindset, with a focus on platform enablement, regulatory awareness, and long-term relationship growth in a dynamic, highly regulated environment.

Responsibilities

• Day-to-day management of existing asset manager client relationships.
• Guide clients through the onboarding lifecycle, ensuring a seamless transition frominitialengagement through fullsolutionadoption, whilemaintainingongoing touchpoints to review new features, provide visibility into additional iCapital solutions and drive continued client engagement.
• Provide ongoing training to existing clients, including refresher sessions that reinforce effective platform usage, and deliver platform demonstrations.
• Support account renewals and upsell initiatives by managing administrative workflows that drive client retention and expansion.Negotiate renewals as neededforthesolution.
• Develop a general understanding of the regulatory considerations relevant to client workflows and how iCapital solutions support those requirements.
• Maintain Salesforce data and reporting to support team performance tracking and visibility.
• Work on special projects as requested.

Qualifications

• 2-5years in client-facing roles such as a client success manager, account manager, customer success manager, business development or sales, preferably in a SaaS, FinancialServicesor fintech environment
• Exceptional verbal and written communication skills and able to clearly explain technical concepts to clients
• Excellent organizational skills with the ability to manage multiple accountsthrough various solutions, prioritize tasks, and work on several projects simultaneously in a fast-paced environment
• Experiencewith Salesforce

Benefits

The base salary range for this role is $70,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.