What are the responsibilities and job description for the Solutions Engineer ll - Equity Solutions position at Allvue Systems?
About Allvue
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!
Job Summary
Supporting new client acquisition and the development of existing key accounts through the correct positioning of Allvue solutions in the sales cycle, focusing on the key criteria of the prospect/client.
Responsibilities
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.
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!
Job Summary
Supporting new client acquisition and the development of existing key accounts through the correct positioning of Allvue solutions in the sales cycle, focusing on the key criteria of the prospect/client.
Responsibilities
- Manage and provide comprehensive solutions consulting and support to the Sales and Account Management teams.
- Manage discovery calls with prospects and clients, focusing on detailed accounting use cases and pain points.
- Independently deliver deep-dive functional workshops using Allvue’ s suite of Equity solutions, which include Fund Accounting, Investor Relations and Portfolio Monitoring.
- Load client sample data and build hypothetical scenarios for proof-of-concept workshops.
- Establish credibility with the client/prospect through industry experience - Analyze the client/prospect needs and position Allvue Solutions appropriately to ease the sales process and optimize efficiency.
- Preparation of RFI/RFPs to assure that Allvue is presented according to the key criteria of the prospect/client.
- Advise on best practice and technology, mentoring and advising throughout all phases of the sales cycle to ensure world class solution selection.
- Keep current on solutions and features as they are released within the product(s)
- Become familiar with competitors and our differentiators.
- Provide market feedback to Product management and Marketing regarding product functionality and market/customer demands.
- Liaise with Product Managers and Development to understand the product roadmap and communicate with the sales organization.
- Share competitive sales intelligence with the wider sales team and maintain up-to-date aide memoire versus competitors.
- Input into continuous improvement of both sales’ presentation decks & collateral and sales process & methodology.
- 2 years of experience in a client facing role within Private Equity Fund Accounting and Fund Administration space.
- Ability to speak of our main competitors’ strengths and weaknesses.
- Relevant experience in an enterprise software solution engineering role
- Experience supporting sales functions in securing new and upselling revenues across a business led and consultative software sales process.
- Strong technical aptitude coupled with a strong understanding of business value.
- Strong communication and presentation skills, good at ‘story telling’.
- Comfortable presenting to C-Suite
- Good listener and able to think on your feet.
- Subject Matter Expert style, focusing on value selling.
- Well versed in Windows and Internet technologies.
- Skilled with MS Office, particularly Word, Excel, PowerPoint and Outlook.
- University degree in related field
- Excellent English written and verbal communication
- 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
- Flexible 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.