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AI Summary
Customer 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.
The Customer Success Manager is responsible for developing strong relationships with customers by serving as a trusted advisor and advocate for higher tier customers who require additional levels of engagement and business acumen. The position will proactively engage with customers to ensure they realize value from products and solutions, leading to both revenue retention and new revenue opportunities and growth. Critical to this role is connecting customers and cross-functional internal teams, ensuring the timely and successful delivery of solutions according to customer needs and improving the entire customer experience.
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
- Detail-oriented and organized, this individual prioritizes effectively, excels at time management, and anticipates well in decision making
- Ability to swiftly adapt to changes and maintain high performance under shifting conditions and challenges
- Proficiency in utilizing data and analytics to make informed decisions and drive business strategies
- Involves a meticulous approach to work, prioritizing accuracy and thoroughness to ensure high-quality outcomes
- Ability to identify potential issues before they arise and effectively address them to mitigate risks and capitalize on opportunities
Skills
- Experience in risk assessment
- Experience in customer relationship management
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