Client Success Manager

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, 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, 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 clientss 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 Sustain strong revenue retention across book of business accounts, demonstrating effective client 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 client delinquencies. Successfully mitigate downsell risks in 90% of cases, ensuring there is no loss of annual recurring revenue (ARR). Effectively transition clients 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 client relationship management