Technical Account Manager

Altvia; Broomfield (CO); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading technology pioneer in private capital markets is seeking a Technical Account Manager to enhance the client experience. You will act as a trusted advisor, guiding clients through solution design and implementation while leveraging your technical expertise. The role combines client management with project leadership and is integral to ensuring clients maximize the value of the software solutions offered. Join a dynamic team to drive innovation and service excellence in the industry.

Qualifications

• 3+ years in a client-facing technical role, preferably in SaaS.
• Experience in alternative investments is highly desirable.
• Strong understanding of venture capital and private equity workflows.

Responsibilities

• Act as primary technical contact for assigned clients.
• Design tailored solutions leveraging Salesforce-based CRM.
• Lead client projects managing timelines and deliverables.

Skills

Salesforce configuration

Project management

Communication

Problem-solving

Education

Bachelor’s degree in related field

Tools

Salesforce

Databricks

Tableau

Job description

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Description

As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers General Partners (GP) to deliver a best-in-class Limited Partner (LP) experience. Altvia’s purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital, and deliver a modern LP experience.

Description

As the technology pioneer for private capital markets, Altvia is at the forefront of driving innovation that empowers General Partners (GP) to deliver a best-in-class Limited Partner (LP) experience. Altvia’s purpose-built and fully integrated technology platform helps to simplify data complexity, efficiently raise and deploy capital, and deliver a modern LP experience.

With an unwavering commitment to service excellence, product innovation, and a deep understanding of the industry’s unique needs, Altvia has become a trusted partner for firms looking to optimize processes and stand out in the competitive market. Founded in 2006 and headquartered in Broomfield, Colorado, Altvia delivers value to hundreds of world-class clients and supports over 100,000 LP investors worldwide. Learn more at altvia.com.

“The Altvia team has been fantastic, bringing efficiencies to every facet of our business—fundraising, marketing, deal execution and fund administration. They understand what we do and their team has changed how we manage our business.” Plexus Capital

There has never been a better time to join the team. Accelerate your career with us and let’s grow together!

Job Overview

We are seeking a skilled and client-focused Technical Account Manager (TAM) to join our team. In this role, you will serve as a trusted advisor to our private capital markets clients, ensuring they maximize the value of our software solutions. Combining technical expertise, industry knowledge, and exceptional communication skills, you will guide clients through solution design, implementation, and ongoing optimization. This is a client-facing role that requires a blend of consulting experience, project management, and a deep understanding of alternative investments.

Key Responsibilities

• Act as the primary technical point of contact for assigned clients, building strong relationships and ensuring their long-term success with our platform.
• Partner with clients to understand their business needs and design tailored solutions leveraging our Salesforce-based CRM, investor portal, and analytics offerings.
• Provide hands-on technical guidance, including configuration, troubleshooting, and integration support for our suite of products.
• Lead client projects, managing timelines, deliverables, and cross-functional teams to ensure seamless onboarding and adoption.
• Collaborate with internal product, engineering, and sales teams to advocate for client needs and influence product enhancements.
• Deliver training sessions, workshops, and documentation to empower clients in using our tools effectively.
• Proactively identify opportunities for clients to leverage advanced features, such as analytics dashboards, data ingestion, or workflow automation.
• Monitor client health metrics, providing insights and recommendations to drive engagement and mitigate risks.
  
  

Requirements

Experience:

• 3+ years in a client-facing technical role, such as Technical Account Manager, Solutions Consultant, or Implementation Specialist, preferably in a SaaS environment.
• Prior consulting experience with a focus on solution design and project management is highly desirable.
• Industry experience in alternative investments (venture capital, private equity, or related fields) is strongly preferred.
• Technical Skills:
• Proficiency with Salesforce configuration and administration (e.g., custom objects, workflows, reports, dashboards). Salesforce certification (e.g., Admin, Platform App Builder) is a plus.
• Familiarity with data tools and analytics platforms (e.g., Databricks, Amazon QuickSight, Tableau, or similar).
• Experience with integrations, APIs, and data migration in a SaaS ecosystem.
• Basic understanding of software development or scripting (e.g., Apex, SQL, Python) is a plus but not required.
• Financial Literacy:
• Strong understanding of venture capital and private equity workflows, including fundraising, dealflow, portfolio management, and investor reporting.
• Soft Skills:
• Exceptional communication and presentation skills, with the ability to translate complex technical concepts to non-technical stakeholders.
• Proven ability to manage multiple client projects simultaneously, with strong organizational and time-management skills.
• A proactive, problem-solving mindset with a passion for delivering client value.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Software Development

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