Senior Client Success Manager

Solovis is a leading portfolio management and analytics platform helping institutional investors navigate today's complex global markets with clarity and confidence. Backed by Insight Partners, we're 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, you'll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide.

About the Role

We're looking for a Senior Client Success Manager who already speaks the language of institutional investors — someone who has sat across the table from endowments, foundations, OCIOs, pensions, or family offices and understands how they evaluate, adopt, and get value from a platform. You'll serve as trusted advisor and advocate for our highest-tier clients, driving retention and growth while ensuring their needs are met across the organization.

Key Responsibilities

• Sustain strong revenue retention across your book of business, demonstrating effective client value orientation.
• Drive consistent annual revenue growth for your accounts, ensuring year-over-year growth.
• Manage and maintain high renewal rates across your book to minimize client delinquencies.
• Successfully mitigate downsell risk, protecting annual recurring revenue (ARR).
• Effectively transition clients from legacy contracts to standard agreements, managing billing frequencies, terms, and uplift caps.
• Serve as the connective tissue between clients and internal teams, ensuring timely, successful delivery of solutions and a consistently strong client experience.

What You'll Bring

Required — Industry Experience

• Direct professional experience working with, or on behalf of, institutional asset owners — endowments, foundations, OCIOs, pensions, family offices, or similar allocators.
• Working knowledge of institutional investment concepts and terminology (asset allocation, private markets exposure, performance reporting, investment committee cycles) gained through hands-on client-facing or investment operations work.
• A track record owning and growing client or account relationships, ideally with demonstrated revenue retention, renewal, or growth responsibility.

Required — Core Skills

• Proficiency using data and analytics to inform decisions and shape account strategy.
• Ability to spot risk early and get ahead of it, rather than reacting after the fact.
• Strong relationship management, negotiation, and risk assessment skills.
• Detail-oriented and organized, with strong prioritization and time management across a book of accounts.

Preferred

• Prior experience at a fintech/SaaS platform serving institutional investors.
• Background at an OCIO, endowment/foundation investment office, pension fund, or asset management firm serving these clients.
• Experience carrying a renewal or retention quota - or otherwise being measured on account-level revenue outcomes.

Interview Process

We want this to be a great fit for both sides. After applying, you'll be asked to complete a short set of aptitude and personality assessments before connecting with a recruiter. Everyone goes through them, from interns to our CEO. The invitation will come from a member of our recruiting team — keep an eye on your inbox and check your spam folder just in case.