Allvue Systems · 6 days ago
Technical Account Manager lll
New York, NY
Full-time
Onsite
Senior Level
5+ years expAllvue Systems is the leading provider of software solutions for the Private Capital and Credit markets. As a Technical Account Manager, you will manage client relationships, drive product utilization, ensure client satisfaction, and collaborate with internal teams to resolve technical challenges and enhance operational value for clients.
CRMFinancial ServicesPaymentsSoftwareTelecommunications
Responsibilities
Develop and maintain high-level relationships within client organizations to understand their strategic objectives and promote product adoption
Organize and lead regular client meetings to discuss ongoing items, proposed enhancements, and ensure progress towards completion
Deliver product demonstrations, conduct training, and liaise with key stakeholders to reinforce Allvue's value proposition
Proactively recommend actions to enhance system stability and performance
Proactively identify client issues and potential risks, lead the risk mitigation process, and coordinate across departments to resolve issues satisfactorily
Collaborate closely with Engineering, Product, and Professional Services to diagnose, implement, and communicate resolution plans
Maintain record of client interactions, track product performance, and communicate any identified product and market needs
Ensure the successful renewal of accounts in your book of business to maximize GRR
Create fertile ground for the Account Management team to upsell/cross-sell into your book of business new products and services
Partner with Account Management to identify expansion opportunities based on client maturity, technical readiness, and evolving needs
Provide technical input to support upsell and cross-sell discussions, including feasibility, configurations considerations, and value articulation
Qualification
Required
At least 5+ years recently in a technical client facing relevant role (e.g. external client software implementations, project management, etc.)
Experience working within or closely alongside Professional Services, including implementations, onboarding, or complex client delivery
Demonstrated ability to troubleshoot complex systems
Demonstrated experience delivering customer success and achieving stakeholder objectives
Strong ability to engage and work with stakeholders across all levels within client organizations
Proficient with financial and fund accounting software platforms
Proficient with private credit and investing accounting platforms
Savvy with technology and comfortable providing virtual and in-person presentations
Exceptional communication skills with the ability to effectively communicate both in writing and verbally
Critical listening and feedback solicitation skills are essential
Preferred
Experience in finance, customer service, or a related field preferred
Project management or consulting experience is a plus
Bachelor's degree in related discipline preferred
Excellent English written and verbal communication
Benefits
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
Company
Allvue Systems
Allvue Systems is a technology provider for private capital and credit market investment managers.
501-1000 employees
H1B Sponsorship
Allvue Systems has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (4)
2023 (4)
2022 (3)
2021 (6)
2020 (2)
Funding
Current Stage
Late StageTotal Funding
unknown2019-08-07Acquired
Leadership Team
Marc Scheipe
CEO
Dmitri Sedov
Chief Data & Analytics Officer
Recent News
Business Wire
2025-11-25
Company data provided by crunchbase