Customer Success Manager - Chicago

    • Chicago, IL

WHO WE ARE

We are Allvue Systems, a rapidly growing software company formed by the merger of AltaReturn and Black Mountain. Allvue has over 420 employees in offices throughout North America, Europe and Asia. We are the leading provider of software solutions for the Private Capital and Fixed Income 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!

WHAT WE VALUE

  • Intelligent individuals looking to apply themselves creatively
  • People who are comfortable speaking up, sharing ideas and driving change
  • Energetic and passionate teammates looking for more than just a job to pay the bills
  • Hard-working individuals who habitually do more than asked

SUMMARY

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.

WHAT WE NEED

  • 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
  • Bachelor’s Degree or Master’s Degree from an accredited institution
  • Financial industry experience is preferred, specifically with Fixed Income, Equity, FX or Loan asset classes
  • Fluency in languages other than English is a plus

WHAT WE OFFER

  • Fun, fast-paced work environment
  • Constantly evolving, cutting edge technology
  • The ability to make a significant impact immediately upon jumping in
  • An opportunity to work with some of the best firms and the best people in the financial industry
  • The ability to create change in the product we sell, by using the very same solution (in a very different way) to perform your daily job
  • Numerous team building activities to promote collaboration
  • Unlimited PTO

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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