Client Implementation Specialist - Strategic Accounts
ARCH COMPANY, New York, NY, United States
Client Implementation Specialist
We're looking for a Client Implementation Specialist to lead onboarding for clients in our Strategic Accounts segment a critical, high-touch client group focused on forming trusted longterm partnerships with organizational decision makers at leading accounting firms, technological channel partners, and financial institutions. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a best-in-class white-glove experience. As a Client Implementation Specialist, you will guide clients through the onboarding process and ensure they are set up for long-term success on the platform with an accurate and clear representation of sophisticated investment data. This role requires a self-starter who can operate independently, manage multiple onboarding workflows, and proactively solve problems with very little oversight. You'll also contribute to product feedback loops and internal onboarding process improvements balancing independent execution with cross-functional teamwork and training participation. What You'll Do:
Client Onboarding Build and execute tailored onboarding plans with clear milestones and timelines Thought partnership with clients regarding account setup and data organization Act as a liaison between clients and fund managers to gather and reconcile account data Data Management Process ongoing updates from clients and fund sources Monitor client data for quality and consistency, proactively resolving discrepancies Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs Implement learnings to scale client nuances Education & Enablement Train client teams on how to use the Arch platform effectively Support adoption through ongoing communication, guidance, and check-ins Participate in internal team training and help refine onboarding best practices Client Experience Lead onboarding meetings and deliver a high-touch, relationship-driven experience Build trust and rapport with clients through consistent, thoughtful communication Maintain detailed client records and notes in our CRM to ensure continuity and context Understand areas for expansion within the client or partner organizations What We're Looking For
3+ years of experience in project management, implementation, client services, or consulting Self-starter with exceptional communication and interpersonal skills and a proactive mindset Strong relationship management instincts, especially with high-value or high-touch clients Strong attention to detail and ability to work independently in a fast-paced environment A proactive mindset and passion for solving complex challenges with an eye for storytelling, while delivering a best-in-class client experience Bonus Points If You: Have worked in wealth management, private funds, a family office, or accounting Are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting Have experience with SQL or want to learn
We're looking for a Client Implementation Specialist to lead onboarding for clients in our Strategic Accounts segment a critical, high-touch client group focused on forming trusted longterm partnerships with organizational decision makers at leading accounting firms, technological channel partners, and financial institutions. This is a deeply client-facing role, and we're seeking someone who values building relationships, earns trust quickly, and delivers a best-in-class white-glove experience. As a Client Implementation Specialist, you will guide clients through the onboarding process and ensure they are set up for long-term success on the platform with an accurate and clear representation of sophisticated investment data. This role requires a self-starter who can operate independently, manage multiple onboarding workflows, and proactively solve problems with very little oversight. You'll also contribute to product feedback loops and internal onboarding process improvements balancing independent execution with cross-functional teamwork and training participation. What You'll Do:
Client Onboarding Build and execute tailored onboarding plans with clear milestones and timelines Thought partnership with clients regarding account setup and data organization Act as a liaison between clients and fund managers to gather and reconcile account data Data Management Process ongoing updates from clients and fund sources Monitor client data for quality and consistency, proactively resolving discrepancies Support periodic evening & weekend work as part of our operating rhythm to meet client SLAs Implement learnings to scale client nuances Education & Enablement Train client teams on how to use the Arch platform effectively Support adoption through ongoing communication, guidance, and check-ins Participate in internal team training and help refine onboarding best practices Client Experience Lead onboarding meetings and deliver a high-touch, relationship-driven experience Build trust and rapport with clients through consistent, thoughtful communication Maintain detailed client records and notes in our CRM to ensure continuity and context Understand areas for expansion within the client or partner organizations What We're Looking For
3+ years of experience in project management, implementation, client services, or consulting Self-starter with exceptional communication and interpersonal skills and a proactive mindset Strong relationship management instincts, especially with high-value or high-touch clients Strong attention to detail and ability to work independently in a fast-paced environment A proactive mindset and passion for solving complex challenges with an eye for storytelling, while delivering a best-in-class client experience Bonus Points If You: Have worked in wealth management, private funds, a family office, or accounting Are familiar with concepts like IRRs, capital calls, K-1s, or NAV reporting Have experience with SQL or want to learn