Our Company

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 120 serving over 400 clients including several of Americas largest banks families and financial institutions. Weve over doubled the size of the company every year since inception and we are looking to hire in all departments as we scale.

The Role

Were looking for an Enterprise Lead to grow relationships with Archs 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.

Youll work closely with RIAs and institutional clients serving as a trusted advisor who ensures long-term value while identifying opportunities for upsell and growth. Youll partner cross-functionally with Implementation Product Engineering Sales and Leadership to align client goals with Archs 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.

Our objectives for the role:

Client Ownership & Success

• 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.

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.

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.

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.

Youre a fit if you:

• Have 6 years of experience in Enterprise Sales/Account Manage within a SaaS technology company preferably in a growth stage startup.

• Have consistent quota attainment or a track record of success.

• 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 (or eager to learn!).

• Seek massive opportunities jump on them and take initiative.

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

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

A Note about us:

All 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 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 - Youll 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. Youll 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. Were always ready to step in to help.

• Great office - weve 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 youre in the office and take a break to laugh brainstorm or just hang out with your teammates over a meal.