Client Manager, Fund Administration Services

2 weeks ago

Coral Gables, United States Vista Equity Partners Full time

Company

Allvue

Function

Customer Experience

Level

Location

Coral Gables, Florida Coral Gables, Florida

We areAllvueSystems,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,Allvuehelps 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 atAllvue 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 wantall ofour 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 withAllvueSystems 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. 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.

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