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Client Success Manager

Solovis
Remote

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Job Details

Qualifications

Revenue growth
Customer retention strategy
Mid-level
Managing clients in a customer support role
Collaboration with product development teams
Client growth strategy
Churn analysis
Customer success strategy
1 year
Account management experience
Stakeholder relationship building
Cross-functional communication

Full Job Description

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. 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 Client Success Manager is responsible for developing strong relationships with clients by serving as a trusted advisor and advocate for higher tier clients who require additional levels of engagement and business acumen. The position will proactively engage with clients 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 clients and cross-functional internal teams, ensuring the timely and successful delivery of solutions according to client needs and improving the entire client experience.

Key Responsibilities

Manage a portfolio of client accounts and serve as their main point of contact at Solovis.
Drive renewals and retention — you'll own GRR and NRR metrics for your book.
Proactively identify clients at risk of downsell or churn and develop a plan to address it before it becomes a problem.
Partner with internal teams (product, implementation, support) to resolve client issues and communicate timelines.
Build relationships at multiple levels within each client organization — including with senior stakeholders.

Why This Role

Direct exposure to institutional investors (endowments, foundations, family offices) — a client base most people don't access until much later in their careers.
Ownership of real metrics from day one: GRR, NRR, renewal rates.
A small, high-performance team where your contributions are visible.
Competitive compensation, fully remote, and backed by one of the most respected growth equity firms in software.
A foundation you will build on the rest of your professional career.

What We're Looking For

1–2 years of experience in a client-facing role. Highly motivated entry-level candidates encouraged to apply.
Clear, confident communicator with professional polish.
Organized and detail oriented. You can juggle multiple accounts without dropping the ball.
A competitive, ownership-oriented mindset. You care about your clients' outcomes and your own numbers.
Genuine curiosity about financial markets, institutional investing, or fintech is a strong plus.

Quick Apply

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