Client Success Manager

Solovis is a leading portfolio management and analytics platform helping institutional investors navigate todays complex global markets with clarity and confidence. Backed by Insight Partners, were building the next chapter of growth by investing in people and product to raise the bar on quality and client outcomes. Our team is driven by a culture of disciplined execution, humility, and curiosity where AI is at the core of how we operate, innovate, and serve clients. At Solovis, youll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide. Our companies are not the largest or flashiest, but they are among the best-run software businesses, creating value for customers and shareholders at an accelerated pace. To date, our team has built six platform companies, each culminating in multiple liquidity transactions with multi-billion-dollar valuations.

TODO

Key Responsibilities

• Sustain strong revenue retention across book of business accounts, demonstrating effective customer value orientation
• Drive consistent annual revenue growth for book of business accounts, ensuring year-over-year growth
• Manage and maintain high renewal rates for business accounts to minimize customer delinquencies.
• Successfully mitigate downsell risks in 90% of cases, ensuring there is no loss of annual recurring revenue (ARR).
• Effectively transition customers from legacy contracts to standard agreements, managing billing frequencies, terms, and uplift caps efficiently.

Key Qualities

• Proficiency in utilizing data and analytics to make informed decisions and drive business strategies
• Plays chess, not firefighting spots problems before they exist, anticipates second- and third-order downstream impacts, and selects the intervention that compounds best. Distinction: Decisive under uncertainty is acting under incomplete information; Proactive Problem Solving is the upstream act of seeing the board clearly.
• Detail-oriented and organized, this individual prioritizes effectively, excels at time management, and anticipates well in decision making

Skills

• Experience in customer relationship management
• Experience in risk assessment
• Experience in negotiation skills