Customer Solutions Manager lll (Equity)

Responsibilities

• 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
• Proactively identify client issues and potential risks, lead the risk mitigation process, and coordinate across departments to resolve issues satisfactorily
• 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

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

Benefits

• The target compensation for this role is specific to the US.
• Your estimated compensation will be based on a variety of factors, 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