Senior Client Implementation Specialist

Our Company

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.

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 120+, 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 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 work streams.

• 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…