Customer Success Manager

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals.   Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems! 

This role manages the day to day relationship with a book of clients and maintains a holistic, data-driven view of their overall experience with every team, product and service at Allvue.  Interfacing with clients, the CSM builds relationships across the client organization and leverages these to improve product usage and entrenchment,  secure sales references, identify revenue opportunities, and ensure overall satisfaction is achieved and maintained over the long term.  Internally with colleagues, the CSM compiles and maintains a detailed, comprehensive ‘client profile’ and disseminates this information for others to leverage across our business, including the product, sales, and executive teams.  This role requires the ability to independently and proactively develop rapport with senior client contacts, and then the aptitude and discipline to distill and record the relevant details from those interactions.

This role manages the day to day relationship with a book of clients and maintains a holistic, data-driven view of their overall experience with every team, product and service at Allvue.  Interfacing with clients, the CSM builds relationships across the client organization and leverages these to improve product usage and entrenchment,  secure sales references, identify revenue opportunities, and ensure overall satisfaction is achieved and maintained over the long term.  Internally with colleagues, the CSM compiles and maintains a detailed, comprehensive ‘client profile’ and disseminates this information for others to leverage across our business, including the product, sales, and executive teams.  This role requires the ability to independently and proactively develop rapport with senior client contacts, and then the aptitude and discipline to distill and record the relevant details from those interactions.

• 1-3 years experience managing a book of existing clients as a Customer Success Manager, Account Manager, Customer Relationship Manager, or similar role, with a reference-able track record of success
• Experience proactively seeking out and establishing new relationships across the client organization, including contacts from secretary to CEO
• Must be accountable with a strong work ethic, a sense of urgency and ownership, and be able to work effectively both independently and as part of a team
• Data driven, highly organized, and detailed oriented
• Needs to be coachable, always willing to learn, and have the right combination of patience and tenacity
• Chicago-based with at least 30% travel to San Francisco, Los Angeles, Dallas, Minneapolis, Kansas City, New York or other locations as required
• Financial Industry experience is preferred, specifically with Fixed Income, Equity, FX or Loan asset classes
• Fluency in languages other than English is a plus

• Bachelor’s Degree or Master’s Degree from an accredited institution

• Health Coverage options along with other voluntary benefits 
• Enterprise Udemy membership with access to thousands of personal and professional development courses 
• 401K with Company match up to 4% or Employee Pension plan  
• Competitive pay and year-end bonus potential  
• Company sponsored Personal days to give you 2 half days a month to relax and recharge. 
• Unlimited PTO  
• Charitable Donation matching, along with Volunteer and Voting PTO  
• Numerous team building activities to promote collaboration in a fun and fast-paced work environment 

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition,  Allvue will provide reasonable accommodations for qualified individuals with disabilities. 

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