Strategic Client Success Manager, Data & Analytics

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 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.