Account Manager

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.

We’re looking for an Account Manager to grow relationships with Arch’s most sophisticated and high-value clients. This is a senior, client-facing, revenue-carrying role that blends customer success and commercial strategy – focused on driving retention, satisfaction, and account expansion.

You’ll work closely with RIAs and institutional clients, serving as a trusted advisor who ensures long-term value while identifying opportunities for upsell and growth. You’ll partner cross-functionally with Implementation, Product, Engineering, Sales, and Leadership to align client goals with Arch’s evolving capabilities.

This is a high-impact role for someone who can think strategically, communicate effectively, and thrive in a fast-paced, high-growth environment.

Stakeholder Engagement

• Build and deepen relationships with operations leaders, CTOs, COOs, and Partners.

• Tailor messaging and engagement to different levels of the client organization.

• Represent the voice of the client internally to influence product and operational priorities.

Renewals, Upsell, & Expansion

• Own the full commercial lifecycle for accounts: renewals, upsells, and expansions.

• Identify new opportunities – broader user adoption, premium features, deeper integrations.

• Lead commercial conversations with C-suite stakeholders and senior decision-makers.

• Align pricing, contracts, and platform capabilities to client goals and investment strategies.

• Partner cross functionally with the Client Experience team to identify client usage gaps, deliver tailored solutions, and ensure platform value is fully realized.

Strategy & Process Improvement

• Help shape playbooks for renewals, pricing, account expansion, and strategic success.

• Track and report on account health, pipeline activity, and revenue performance.

• Contribute to scaling the function – mentoring teammates and improving internal processes.

• 6 - 8 years of experience in Enterprise Sales/Account Management within a SaaS technology company, preferably in a growth stage startup.

• Consistent quota attainment or a track record of success.

• Have helped build or scale a commercial or customer success function in a startup environment.

• Seek massive opportunities, jump on them, and take initiative.

• High energy, love talking to people, and want to work on complex customer problems.

• Are comfortable with CRMs, data systems, or SQL (or eager to learn!).

• Have previously worked in wealth management, a family office, fund management, accounting, or a related financial field.

• Possess understanding of Alternative Investments industry trends, products, and services.

• Understand investment concepts like capital calls, IRRs, K-1s, and recallable distributions.

Most 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, move quickly, and deliver exceptional service to our clients.

For select roles, we are also open to candidates based in Boston. If a role is open to Boston, it will be listed explicitly in the job location.

We encourage applicants who are located in or open to relocating to the listed location to apply and join us in this hands-on, collaborative environment

• 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: Our new home at 199 Water Street gives us a beautiful, energizing space to come together as a team, collaborate more easily, and keep building the next chapter of Arch.

• Lunch is on Us - We’ll keep the team fueled with lunch in the office, whether you’re catching up with teammates, talking through an idea, or just taking a well-earned break.