5+ years in a technical client-facing role like software implementations or project management
Experience with Professional Services, including client onboarding and delivery
Proficient in troubleshooting complex systems
Demonstrated customer success and stakeholder management skills
Strong stakeholder engagement across all levels within organizations
Experience in finance or related fields preferred
Project management or consulting skills are advantageous
Responsibilities
Develop and maintain high-level client relationships to understand strategic goals
Organize and lead client meetings to discuss enhancements and monitor progress
Deliver product demonstrations and training to reinforce product value
Proactively recommend actions to improve system performance
Identify potential risks and lead resolution processes
Collaborate with teams to diagnose issues and implement solutions
Ensure successful account renewals and create upsell opportunities
Benefits
Health Coverage options and other voluntary benefits
Enterprise Udemy membership for professional development courses
401K with Company match up to 4% or Employee Pension plan
Competitive pay with year-end bonus potential
Flexible PTO
Charitable Donation matching and Volunteer and Voting PTO
Team building activities fostering collaboration in a dynamic work environment
Full Job Description
Job Summary
As a Customer Solutions Manager, you will manage and enhance the operational relationships with Allvue's clients. Your role involves being a pivotal point of contact, deeply understanding clients' strategic goals, driving product utilization, ensuring client satisfaction, identifying revenue opportunities, and collaborating with internal teams to prioritize work and resolve issues. Leading complex issues diagnosis, and collaborate cross-functionally with Product, Engineering, Support, and Professional Services to resolve technical challenges and drive long-term value realization.
Develop and maintain high-level relationships within client organizations to understand their strategic objectives and promote product adoption
Organize and lead regular client meetings to discuss ongoing items, proposed enhancements, and ensure progress towards completion
Deliver product demonstrations, conduct training, and liaise with key stakeholders to reinforce Allvue's value proposition
Proactively recommend actions to enhance system stability and performance.
Issue Escalation and Resolution (Risk Management)
Proactively identify client issues and potential risks, lead the risk mitigation process, and coordinate across departments to resolve issues satisfactorily
Collaborate closely with Engineering, Product, and Professional Services to diagnose, implement, and communicate resolution plans.
Maintain record of client interactions, track product performance, and communicate any identified product and market needs
Protect and Grow Revenue from Book of Business (Renewals/Growth)
Ensure the successful renewal of accounts in your book of business to maximize GRR
Create fertile ground for the Account Management team to upsell/cross-sell into your book of business new products and services
Partner with Account Management to identify expansion opportunities based on client maturity, technical readiness, and evolving needs.
Provide technical input to support upsell and cross-sell discussions, including feasibility, configurations considerations, and value articulation
Requirements
At least 5+ years recently in a technical client facing relevant role (e.g. external client software implementations, project management, etc.)
Experience working within or closely alongside Professional Services, including implementations, onboarding, or complex client delivery
Demonstrated ability to troubleshoot complex systems
Demonstrated experience delivering customer success and achieving stakeholder objectives
Strong ability to engage and work with stakeholders across all levels within client organizations.
Experience in finance, customer service, or a related field preferred
Project management or consulting experience is a plus
Proficient with financial and fund accounting software platforms
Proficient with private credit and investing accounting platforms
Savvy with technology and comfortable providing virtual and in-person presentations
Exceptional communication skills with the ability to effectively communicate both in writing and verbally
Critical listening and feedback solicitation skills are essential
Education/Certifications
Bachelor's degree in related discipline preferred
Excellent English written and verbal communication
What We Offer
Health Coverage options along with other voluntary benefits
Enterprise Udemy membership with access to thousands of personal and professional development courses
401K with Company match up to 4% or Employee Pension plan
Competitive pay and year-end bonus potential
Flexible PTO
Charitable Donation matching, along with Volunteer and Voting PTO
Numerous team building activities to promote collaboration in a fun and fast-paced work environment
The target compensation for this role is specific to the US. Your estimated compensation will be based on a variety of factor, including but not limited to your skills, experience, education, licensures and/or certifications and the local market. The estimated range for the role is $100,000 - $130,000
