Customer Success Specialist II

2 weeks ago


New York County New York, United States Allvue Systems Full time
About the Role

We are seeking a highly skilled Customer Success Manager II to join our team at Allvue Systems. As a key member of our Customer Success organization, you will be responsible for managing the day-to-day relationship with a book of clients and maintaining a holistic, data-driven view of their overall experience with our products and services.

Key Responsibilities
  • Build trusted relationships with executives and key stakeholders within client organizations to understand their strategic goals and drive product adoption.
  • Create success plans that align use cases with customer objectives and configure them to client-specific business hierarchies and organizational structures.
  • Drive escalation of client issues and potential risk, quarterback the risk mitigation process, and ensure successful resolution of issues in a timely manner to create a positive customer experience.
  • Work cross-functionally with Account Management to secure renewals and identify new revenue opportunities to achieve annual renewal and growth targets.
  • Track and report on key metrics for Customer Success, including Net Recurring Revenue (NRR), Time-to-Value, NPS, and Customer Health, among others.
Requirements
  • 2-3 years' experience managing a book of existing clients as a Customer Success Manager or similar role, with a reference-able track record of success.
  • Must be accountable with a strong work ethic, a sense of urgency, and ownership, and be able to work effectively both independently and as part of a team.
  • Data driven, highly organized, and detail-oriented.
  • Coachable, always willing to learn, and have the right combination of patience and tenacity.
  • Previous experience in SaaS and/or software preferred.
  • Fixed Income, Equity, FX, Loan Asset Classes, or Alternative Investment Management experience strongly preferred.
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.
About Allvue Systems

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.



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