Senior Client Implementation Specialist

Our Company

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

Arch is a Series A financial technology company that automates the management of private investments, improving access, understanding, and the human experience of investing across asset classes. Arch delivers standardized data, documents, and insights in a single platform, avoiding the need to chase information across dozens or hundreds of fund manager 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 company serving hundreds of clients, and we are looking to hire in all departments as we scale.

Senior Client Implementation Specialist

We are seeking a Senior Client Implementation Specialist to lead the onboarding and success of our most strategic, high-value clients. You will own the end-to-end implementation process for large and complex accounts, acting as a trusted advisor and project manager to institutional investors, multi-family offices, and other sophisticated client types. Your role will be critical to shaping the client experience and driving long-term adoption of Arch’s platform.

Key Responsibilities: 

• Account Onboarding

  • Own the onboarding journey for large, high-complexity clients from kickoff through go-live.

  • Develop and implement tailored onboarding plans with clearly defined milestones, timelines, roles, and success metrics.

  • Serve as the primary point of contact, coordinating across internal teams and external stakeholders to meet onboarding goals.

  • Lead onboarding calls, data discovery sessions, and technical setup discussions with clients and their vendors. 

  • Work with clients to organize and onboard investment information, maintaining consistent communication every step of the way.

  • Communicate with fund managers on behalf of clients to receive and reconcile investment and account information.

  • Over time, take on more complex clients and implementation challenges with increased autonomy.

• Data Collection and Quality

  • Process and monitor account information, including updates from clients and funds.

  • Monitor client accounts for data quality issues and promptly address any discrepancies.

• Education and Relationship Management.

  • Deliver training to client teams to ensure high levels of adoption, engagement, and self-sufficiency post-implementation.

• Communication and Relationship Building

  • Conduct regular check-in meetings with clients during the onboarding process to assess their needs and satisfaction.

  • Build rapport with clients and ensure a white glove onboarding experience. 

  • Maintain comprehensive client records and notes in our CRM system.

What we’re looking for:

• 4–6+ years of experience in client onboarding, implementation, or customer success—ideally in financial technology, SaaS, or financial services.

• Experience working directly with RIAs, institutional investors, or large financial institutions.

• Proven track record managing large, complex client implementations with multiple stakeholders and workstreams.

• Excellent project management skills; ability to manage timelines, set expectations, and drive accountability.

• Strong interpersonal and communication skills; ability to distill complex topics for diverse audiences.

• Comfortable working with financial data, reporting requirements, and investment operations.

• Detail-oriented with a bias toward action and a client-first mindset.

Bonus points if you:

• Have experience in wealth management, family offices, alternative investments, or fund administration.

• Are familiar with concepts like capital calls, IRRs, recallable distributions, and K-1s.

• Have experience working with CRM systems, project management tools, and/or SQL.
  Thrive in high-growth, fast-paced environments and enjoy wearing multiple hats.

A Note about us:

All of our roles are based full-time 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.

• 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.