Hiring: Product Specialist Solutions - Associate Company: iCapital Location: Salt Lake City, UT Job Posted Time: 2026-09-03 10:46:42 Employment Type: Full-time Target Skills & Keywords : SaaS, Salesforce About the job Experience: •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 •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 Required Skills: •ICapital is seeking a Product Specialist to join the Solutions team. This role is responsible for managing and strengthening relationships with asset managers and financial institutions while supporting both alternative investment education, portfolio construction and identity-based compliance solutions on the iCapital platform. •Day-to-day management of existing asset manager client relationships. •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. •Work on special projects as requested. Qualifications: •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 Compensation: •$70,000 - $85,000 / year •Flexible work environment (work from home / hybrid options) •Competitive benefits and rewards package •ICapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!