Customer Solutions Manager lll (Equity)

About the Position

We are looking for a Customer Solutions Manager lll (Equity) to join our team at Allvue Systems in New York, New York. In this role, you will manage and enhance operational relationships with our clients, ensuring their strategic goals are met and driving product utilization.

Responsibilities

• Client Relationship Management (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.

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.

About the Company

At Allvue Systems, we are the leading provider of software solutions for the Private Capital and Credit markets. We help eliminate the boundaries between systems, information, and people. 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. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals.

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.