Private Equity Client Solutions Manager (New York)

Atominvest; New York (NY); On-site; USD 80,000 - 110,000; Full time

Job summary

An established industry player is seeking a Private Equity Client Solutions Manager to join their dynamic team in New York. This role involves taking ownership of delivering innovative software solutions to both new and existing clients in the private equity and venture capital space. You will be the primary point of contact, ensuring that customer needs are met while driving down time to value. If you are passionate about building long-term relationships and thrive in a fast-paced environment, this is the perfect opportunity for you. Join a forward-thinking company that values strategic guidance and exceptional customer service!

Qualifications

• Experience in customer success or implementation in B2B SAAS.
• Deep understanding of PE/VC industry and fund accounting.

Responsibilities

• Manage delivery and implementation of software solutions for clients.
• Analyze customer datasets and workflows effectively.
• Lead workshops and training sessions with clients.

Skills

Customer Success Management

Implementation Experience

Analytical Thinking

Communication Skills

Project Management

Attention to Detail

Problem Solving

Team Collaboration

Tools

MS Excel

Job description

Up to $110,000 per annum based on experience

Private Equity Client Solutions Manager (New York) at Atominvest Software

• Are you looking for an opportunity to be part of a high growth software business within the private equity and venture capital industry?
• Are you passionate about building long-term, trusted relationships with clients? Do you naturally take ownership of the customer journey and find satisfaction in helping them extract the full value of a product?
• Are you the kind of person who sees challenges as opportunities to innovate? Do you enjoy being the connective tissue between Product, Sales, and Engineering—translating customer feedback into actionable insights and new solutions?
• Do you thrive in a fast-paced environment where no two days look the same? Are you comfortable managing a portfolio of clients, each with different needs, while still maintaining a high standard of communication, documentation, and follow-through?

About Atominvest

• Atominvest was founded to revolutionise the world of alternative investment technology by providing cutting-edge software to fund managers, investors and intermediaries across private equity, credit, venture capital, real estate and hedge funds.
• Led by a team with experience in the private equity, VC and asset management industry, the company provides a single, unified tech stack to enable the world’s top alternative investment managers to efficiently manage their business across all core functions of investing, fundraising and operations. Atominvest currently serves some of the leading investors in the world with over >$5trn in assets on the system and 70,000+ users globally.
• At AtomInvest, our clients depend on us to be proactive, consultative partners. If you're energized by the idea of deeply understanding customers' goals and helping them succeed through strategic guidance and consistent value delivery, we’d love to hear from you.

Key Responsibilities:

You will be taking ownership of delivering Atominvest’s software solutions to both new and existing clients. As well as being responsible for implementation, you’ll be the primary point of contact for some of the world’s leading alternative investors, driving advocacy and identifying expansion opportunities across our client base. You will be a key member of our commercial team - acting as the face of Atominvest to our customers, and working with all areas of business to ensure clients’ aims are achieved.

What you'll be doing:

• Serve as the primary point of contact for our customers on delivery and implementation of their Atominvest solution
• Manage the whole lifecycle efficiently, driving down time to value and ensuring that customer requirements are met
• Analyse customer datasets and workflows effectively
• Lead discovery workshops, training sessions, and business reviews with economic decision makers and business champions
• Provide white-glove service to customers, ensuring that issues are escalated and resolved quickly

If this sounds like what you’d love to be doing, we can’t wait to hear from you!

Requirements:

• You have previous customer success or implementation experience, preferably in a high growth B2B SAAS scale up environment
• Deep understanding of the PE/VC industry landscape as well as fund accounting
• You’re highly organised, with a keen attention to detail
• An analytical thinker who thrives when coming up with solutions
• You love a good spreadsheet, your MS Excel skills are exceptional
• You have excellent written and verbal communication skills
• You are passionate about providing best-in-class support to customers, and have demonstrated ability to provide consistent high quality responsiveness and overall service
• You’re a team player, ready to learn and contribute ideas
• Ambitious and growth minded, you have an entrepreneurial spirit
• You’re determined, with a willingness to persevere and win in the face of setbacks
• Project management experience beneficial

The Process

• Screening call
• Meeting with our Head of Customer Success to have a quick discussion, hear about you, talk about our story and where we’re heading
• Complete case study and discuss it with members of our Customer Success team