Commercial Account Manager

ArchNew York, NY
3dOnsite

About The Position

We’re looking for a Commercial 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.

Requirements

  • Have 5-8 years of experience in account management.
  • Have experience in wealth management, RIA operations, or private fund administration.
  • Understand investment concepts like capital calls, IRRs, K-1s, and recallable distributions.
  • Have used platforms like Addepar, Black Diamond, or Orion.
  • Are comfortable with CRMs, data systems, or SQL.
  • Have helped build or scale a commercial or customer success function in a startup environment.

Responsibilities

  • Conduct regular check-ins, business reviews, and executive engagements to drive product adoption and client satisfaction.
  • Proactively identify usage gaps, deliver tailored solutions, and ensure platform value is fully realized.
  • 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 Arch’s most strategic customers.
  • Align pricing, contracts, and platform capabilities to client goals and investment strategies.
  • 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.
  • 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.

Benefits

  • 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.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

No Education Listed

Number of Employees

1-10 employees

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