About Allvue We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue h…
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Full-time
bachelor degree
Health Coverage, Enterprise Udemy Membership, 401K With Company Match, Employee Pension Plan, Competitive Pay, Year-end Bonus Potential
Posted 43d ago
Apply by Jun 25
~40 hrs/week
Responsibilities
Manage operational relationships with clients to drive product utilization, ensure satisfaction, and identify revenue growth opportunities. Collaborate cross-functionally with Product and Engineering teams to resolve complex technical issues and ensure long-term value realization.
Requirements
Requires at least 5 years of experience in a technical client-facing role, preferably within professional services or software implementations. Proficiency in financial and fund accounting platforms and strong communication skills are essential.
Full job description
About Allvue
We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
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
EEOC Statement
Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.
We help empower superior investment decisions // formed from the merger of Black Mountain & AltaReturn
Industry
Software Development
Company size
501-1,000 employees
Founded
2019
Headquarters
Coral Gables, FL
LinkedIn followers
19,946
Allvue Systems is a recognized leader of cloud-based technology, data, and services solutions for alternative investment managers in the private capital markets. Our integrated suite of software empowers firms of all sizes—including private equity managers, private debt managers, public credit managers, fund administrators, and banks—to streamline operations, enhance data accuracy, and drive superior investment decisions. With a global presence spanning North America, Europe, and India. Allvue has made deep investments in AI research and development as part of its commitment to innovation, which will enable clients to optimize workflows, automate processes, and gain deeper analytical insights across the entire investment lifecycle.
Offices: 396 Alhambra Circle, 11th Floor, Coral Gables, FL 33134, US · 1407 Broadway, FL 36, New York, New York 10018, US · 12526 High Bluff Drive, Ste 160, San Diego, CA 92130, US · 200 W Monroe St #1330, Chicago, Illinois 60606, US · 220 N Main St, Suite 101, Natick, Massachusetts 01760, US
Portfolio ManagementComplianceTrade Order ManagementResearch ManagementBusiness IntelligenceCRMFund AccountingCorporate AccountingPortfolio MonitoringInvestor Portals
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