Client Manager, Fund Administration Services

2 months ago

Miami, United States Allvue Systems Full time

Overview:

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. Were 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 youre 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 thats revolutionizing the alternative investment industry. Define your own future with Allvue Systems

Responsibilities:

Client Relationship Management

  • 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.
  • Present product demos, conduct training, and liaise with key stakeholders to reinforce Allvue's value proposition.

Issue Escalation and Resolution

  • Proactively identify client issues and potential risks, lead the risk mitigation process, and coordinate across departments to resolve issues satisfactorily.
  • Keep a record of client interactions, track product performance, and communicate any identified product and market needs.

Interdepartmental Coordination

  • Work closely with Professional Services, Support, Sales, and Product teams to deliver a positive, cohesive customer experience.
  • Stay informed of product features, actively engage in training and research, and mentor team members for knowledge sharing.
Qualifications:
  • Great emphasis on delivering customer success and achieving stakeholder objectives in partnership with Allvue's products.
  • Strong ability to engage and work with stakeholders across all levels within client organizations.

Computer Skills

  • Proficient with financial and fund accounting software platforms.
  • Savvy with technology and comfortable providing virtual and in-person presentations

Education and/or Experience

  • Experience in finance, customer service, or a related field preferred.
  • Project management experience is considered an asset.

Language Skills

  • Exceptional communication skills with the ability to effectively communicate both in writing and verbally.
  • Critical listening and feedback solicitation skills are essential.
Education/Certifications:
  • 4-year degree from an accredited university
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


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 dont 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.

Job Summary:

We are looking for a well-rounded, fast learner to join our Customer Experience Team. A successful Client Manager in the Fund Administration Services department, will manage and enhance the operational relationships with Allvue's high-profile and strategic fund administrator 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.

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