Technical Account Manager l

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!

As a Technical Account Manager, you will manage and enhance the operational relationships with Allvue’s clients. Your role involves being a pivotal point of contact, deeply understanding clients’ strategic goals, driving product utilization, ensuring client satisfaction, identifying revenue opportunities, and collaborating with internal teams to prioritize work and resolve issues. Leading complex issues diagnosis, and collaborate cross‑functionally with Product, Engineering, Support, and Professional Services to resolve technical challenges and drive long‑term value realization.

• 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

• At least 2+ 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.
• Experience in finance, customer service, or a related field preferred
• Project management or consulting experience is a plus
• Proficient with financial and fund accounting software platforms
• Proficient with private credit and investing…