Senior Customer Success Manager

Senior 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.

The Senior Customer Success Manager is responsible for developing strong relationships with customers by serving as a trusted advisor and advocate for the highest tier customers who require the highest 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.

• 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.

• Experience in risk assessment
• Experience in customer relationship management