Customer Solutions Manager lll (Equity)

Allvue Systems; Coral Gables (FL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Health coverage

Udemy membership

401K with company match

Year‑end bonus potential

Flexible PTO

Charitable donation matching

Job summary

Allvue Systems, a fintech software provider, is seeking a Customer Solutions Manager in the US to manage and optimize client relationships and product value realization. You will drive cross‑functional collaboration with Product, Engineering, Support, and Professional Services to resolve complex issues and realize long‑term value.

You will lead client meetings, deliver demonstrations and trainings, and proactively identify actions to enhance system performance and adoption.

Qualifications

• At least 5+ years in a technical client-facing role (e.g., software implementations).
• Experience with Professional Services, onboarding, or complex client delivery.
• Ability to troubleshoot complex systems.
• Experience delivering customer success and achieving stakeholder objectives.
• Ability to engage with stakeholders across all levels in client organizations.
• Experience in finance or 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.
• Comfortable giving virtual and in-person presentations.
• Excellent written and verbal communication skills; strong listening and feedback.

Responsibilities

• Develop and nurture high-level client relationships to understand objectives and promote product adoption.
• Organize regular client meetings to discuss items, enhancements, and progress.
• Deliver product demonstrations and training; liaise with stakeholders to reinforce value.
• Identify actions to improve system stability and performance.
• Lead risk mitigation with cross-department coordination; resolve issues.
• Support renewals and growth through upsell/cross-sell discussions with Account Management.

Skills

Relationship management

Cross-functional collaboration

Technical troubleshooting

Customer success

Stakeholder engagement

Presentations

Financial software

Education

Bachelor's degree

Excellent English communication

Tools

Fund accounting software

Private credit platforms

Investing accounting platforms

Job description

About Allvue: 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. We’re 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 you’re 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 that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

Job Summary

As a Customer Solutions Manager, you will manage and enhance the operational relationships with Allvue's 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. Leading complex issues diagnosis, and collaborating cross‑functionally with Product, Engineering, Support, and Professional Services to resolve technical challenges and drive long‑term value realization.

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, configuration 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

Education/Certifications

• Bachelor’s degree in related discipline preferred
• Excellent English written and verbal communication

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
• The target compensation for this role is specific to the US. Your estimated compensation will be based on a variety of factors, including but not limited to your skills, experience, education, licenses and/or certifications and the local market. The estimated range for the role is $100,000 - $130,000

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.