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Client Implementation Specialist

17 hours ago

New York, New York, United States Arch Full time
Our Company

Arch is a Series B financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. 

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 opportunity for manual data entry errors, inconsistent reporting, and lost information. Enter, Arch.

Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of '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 team of 200+, serving over 400 clients, including several of America's largest banks, families, and financial institutions. We've over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.

About the Role

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

A Note about us:

All of our full-time roles are based onsite at our New York City office, where our team thrives on in-person collaboration and dynamic teamwork. Being onsite daily enables us to build strong connections, collaborate effectively to solve challenges, and foster an engaging environment focused on shipping product and delivering exceptional service to our clients.

We encourage applicants currently located in or willing to relocate to the NYC area to join us in this exciting, hands-on workspace.

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.

  • 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.

  • Great office - we've invested in a great space for the Arch team to come together, at 18th and Park in Manhattan (the old Buzzfeed / NYT headquarters).

  • Lunch is on Us - Grab lunch on us while you're in the office and take a break to laugh, brainstorm, or just hang out with your teammates over a meal.