iCapital

iCapital

Product Specialist Solutions - Associate

Salt Lake City, Utah, United States · Full-time

Sponsorship not specified$70k-$85kDetected 13 days ago
SalesforceBusiness DevelopmentCustomer SuccessCommunicationOrganizational Skills

About the role

  • iCapital is seeking a Product Specialist to join the Solutions team.
  • 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

  • Guide clients through the onboarding lifecycle, ensuring a seamless transition from initial engagement through full solution adoption, while maintaining ongoing 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 needed for the solution.
  • 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.

Requirements

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

Compensation

  • 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.

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.

Company info

  • https://www.linkedin.com/company/icapital-network-inc |
  • We believe the best ideas and innovation happen when we are together.

Equal opportunity

  • 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.
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This listing is sourced directly from iCapital's careers page and normalized into a canonical job model.