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Customer Success Specialist III

3 weeks ago

New York, New York, United States Allvue Systems Full time

Job Title: Customer Success Specialist III

Salary: $120,000 - $160,000 per year (estimated)

About the Role

We are Allvue Systems, a leading provider of software solutions for the Private Capital and Credit markets. Our team is dedicated to helping clients achieve their goals by providing innovative technology solutions.

This role manages the day-to-day relationship with a book of clients and maintains a holistic view of their experience with every team, product, and service at Allvue.

Key Responsibilities
  • Build trusted relationships with executives and key stakeholders within the client organizations to understand their strategic goals.
  • Create success plans that align use cases with customer objectives.
  • Drive escalation of client issues and potential risk, ensuring successful resolution in a timely manner.
  • Become familiar with Allvue Equity product set enough to train customers on products/features.
  • Create and drive executive/quarterly business review presentations.
  • Work cross-functionally with Account Management to secure renewals and identify new revenue opportunities.
  • Track and report on key metrics for Customer Success, including Net Recurring Revenue, Time-to-Value, NPS, and Customer Health.
Requirements
  • At least 3-5 years of experience managing a book of existing clients as a Customer Success Manager, Account Manager, or similar role.
  • Experience proactively seeking out and establishing new relationships across the client organization.
  • Must be accountable with a strong work ethic, sense of urgency, and ownership.
  • Data driven, highly organized, and detailed oriented.