Account Management/Client Relations - Senior Associate

We are part of a policy analysis firm that provides highly specialized, bespoke advice to a broad array of corporations. We are looking for a highly motivated individual with 2-5 years of work experience to help ensure successful client engagements by proactively meeting client needs and managing day-to-day client deliverables and relationships.  This is a relationship management position, with skills usually found in a corporate chief of staff, event organizer, fundraiser, congressional director of operations, or private wealth management executive.   

Our ideal candidate will be highly detail oriented, organized, and have a passion for policy, business, organizational management, and for solving problems.  Experience supporting senior leadership, principals, or executives is a must.  We want candidates who think strategically and proactively about how to best meet our clients’ needs.   

In this role, you will: 

• Manage relationships with senior level contacts at organizations by identifying pain points and proactively identifying how to address.  

• Manage analyst marketing trips and client events, create, and prepare presentations, review logistics and coordinate with the internal and external teams. 

• Facilitate proposals, negotiate prices, and prepare engagement letters for new clients and projects. 

• Accurately maintain information in our CRM database and create actionable reports. 
  
• Drive business development via relationship building, strategic lead generation, and proactive client management. 
• Organize and reconcile client legal and compliance documents. 

Desired Qualifications: 

• Must be highly organized and extremely detail oriented 

• Strong interpersonal and communication skills 

• Ability to work independently as well as part of a team 

• Ability to manage multiple competing priorities, including coordinating schedules and diverse client needs. 

• Interest in both policy and regulations in Washington, DC as well as the financial markets 

• Working knowledge of Microsoft Office; Salesforce or other CRM knowledge preferred 
  
• Fundraising and/or experience on Capitol Hill preferred 

Requirements: 

• Bachelor’s or equivalent degree
• Relevant work and/or internship experience
• Must be a U.S. citizen or permanent resident, eligible to work without sponsorship 

Capstone offers a competitive benefits package, including health, vision, dental insurance, paid vacation, travel stipend and 401(k). The expected compensation for this role will be $80,000-$100,000 per annum with eligibility in Capstone's annual bonus pool.  

This position is based in our Washington, DC office. Capstone is in-person Monday thru Thursday with flexible work from home Fridays. 

Career Growth and Development: 

At Capstone, we prioritize professional development. This role will allow you to provide invaluable support to your team, while also engaging in diverse projects and initiatives.  You will have the opportunity to operate at the intersection of policy and finance and tackle a broad range of clients and projects, with senior executive engagement.  If you are diligent, proactive, and ready to embrace new challenges, you will find ample opportunities for professional growth and advancement at Capstone. Join us and take the next step in your career within a supportive and dynamic environment.