Customer Success Manager

Solovis; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Solovis is seeking a Technical Account Manager to be the primary technical partner for assigned institutional clients. You will work across Analyst Services, Professional Services, Customer Success, Support, Sales, and Product to maximize data value, ensure trust in data, and enable deeper platform adoption.

You will own data completeness, governance, and SLAs while supporting quarterly, monthly, and daily reporting cycles, preparing board materials, and guiding portfolio-level analytics.

Qualifications

• Experience with portfolio reporting platforms and data reconciliation.
• Understanding of alternative investment data (PE, real assets, hedge funds) and related metrics.
• 3+ years in a client-facing technical or investment operations role.

Responsibilities

• Own data confidence and governance across NAV, allocations, and fund entries/exits; manage SLAs and data quality issues.
• Support reporting cycles and prepare board/IC materials, including IRR, MOIC, and DPI calculations; advise on OCIO/family-office structures.
• Channel structured client feedback to Data and Product for continuous improvement.
• Lead portfolio reclassification scoping and coordinate with Professional Services and Sales for formal SOWs.
• Oversee implementation-to-steady-state handoff and ongoing technical relationship; support renewals and surface upsell opportunities.

Skills

AI proficiency

Customer relationships

Risk assessment

Negotiation

Cross-functional collaboration

Job description

Solovis is a leading portfolio management and analytics platform helping institutional investors navigate today's complex global markets with clarity and confidence. Backed by Insight Partners, we're building the next chapter of growth by investing in people and product to raise the bar on quality and client outcomes. Our team is driven by culture and disciplined execution, humility, and curiosity - where AI is at the core of how we operate, innovate, and serve clients. At Solovis, you'll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide. Our companies are not the largest or flashiest, but they are among the best-run software businesses creating value for customers and shareholders at an accelerated pace. To date, our team has built six platform companies, each culminating in multiple liquidity transactions with multi-billion-dollar valuations.

The Technical Account Manager is the primary post-implementation technical partner for assigned clients, providing full-lifecycle support from onboarding transition through steady-state operations and strategic engagement. Operating across Analyst Services, Professional Services, Customer Success, Support, Sales, and Product, this position is the client's internal advocate and primary technical point of contact — driving comprehension (clients get real value from their data), trust (data is complete, correct, and on time), and enablement (deeper platform adoption).

Key responsibilities

• Data confidence & governance: Own data completeness across NAV, allocations, and fund entries/exits; track SLAs, manage client expectations, and serve as primary escalation point for data quality issues.
• Reporting & platform enablement: Support quarterly/monthly/daily reporting cycles, board/IC material prep, and performance packaging (IRR, MOIC, DPI); advise on complex OCIO and family-office structures.
• Voice of client: Channel structured feedback on data gaps, pain points, and feature requests to Data and Product.
• Special projects & restructuring: First to identify portfolio reclassification needs; lead scoping and coordinate with Professional Services and Sales into formal SOW.
• Lifecycle engagement: Own the Implementation-to-steady-state handoff and ongoing technical relationship; support renewals, monitor sentiment, and surface upsell opportunities to Sales.

Key qualities

• Proficiency in utilizing data and analytics to make informed decisions and drive business strategies
• Detail-oriented and organized, this individual prioritizes effectively, excels at time management, and anticipates well in decision making
• Plays chess, not firefighting — spots problems before they exist, anticipates second- and third-order downstream impacts, and selects the intervention that compounds best.
  Distinction: Decisive under uncertainty is acting under incomplete information; Proactive Problem Solving is the upstream act of seeing the board clearly.
• Ability to swiftly adapt to changes and maintain high performance under shifting conditions and challenges
• Involves a meticulous approach to work, prioritizing accuracy and thoroughness to ensure high-quality outcomes

Skills

• AI proficiency
• Manages customer relationships to enhance satisfaction and loyalty.
• Conducts thorough risk assessments to safeguard organizational interests.
• Utilizes negotiation skills to secure favorable outcomes while maintaining key relationships.
• Facilitates collaboration across various functions to achieve shared objectives.Focuses on maximizing customer value through superior products and services.

Requirements

• Understanding of alternative investment data (PE, real assets, hedge funds): NAV reporting, capital calls, distributions, and performance metrics (IRR, MOIC, DPI).
• Experience with portfolio reporting platforms, data reconciliation, and institutional investor workflows.
• xperience with endowments, foundations, OCIOs, RIAs, SFOs, MFOs, pensions, or sovereign wealth funds; OCIO and single/multi-family office reporting structures; multi-asset class performance analysis; custodial feeds and index data integration; and SLA/escalation workflows.
• Prior experience at a fintech/SaaS platform serving institutional investors, or in fund administration, custody, or investment operations at an asset owner or allocator.
• 3+ years in a client-facing technical or investment operations role.