Strategic Client Solutions Lead

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

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.