CUSTOMER SOLUTIONS CONSULTANT

Altvia is seeking a passionate candidate to deliver successful onboarding experiences for our customers. This role  will combine project management, analytical, and relationship building skills to ensure clients are delighted with our company and our products.

The success of our clients is crucial to the success of our company. The Altvia Care team is responsible for providing superior service throughout the customer journey, from onboarding through support. Our clients are high-performing, high energy and, in turn, high expectation people. It takes dedication to keep them happy. If you are motivated by solving complex problems and developing meaningful relationships with clients as a trusted advisor, you will thrive in this role.  

About us:

Altvia is a premier Salesforce.com partner that operates at the intersection of finance and technology. We deliver software solutions for Private Equity Fund Managers and Investors. Our primary product offerings include pipeline management, portfolio tracking, investor correspondence, and secure sharing of documents with external parties.

What you’ll do:

• Ensure a  timely and successful onboarding experience to Altvia’s customers

• Bring a deep understanding of our products to every customer interaction to encourage customer retention and growth

• Treat every interaction with our clients as an opportunity to educate and engage them with our products.

• Lead customer training

• Collaborate internally with Customer Success, Product, Sales to ensure the customer voice is heard throughout the organization

• Contribute to internal initiatives that improve process and organizational effectiveness

• Some travel is required (1-2 times per quarter depending on client needs and sales cycle)

What you bring:

• 3-5 years of experience in consulting, customer success, account management, technical customer support etc.

• Bachelor’s degree required

• The ability to manage multiple projects simultaneously

• Excellent presentation skills and the ability to create high quality training materials

• A unique combination of strong technical skills and a motivation to provide exceptional customer experiences.  (advanced excel, salesforce.com, relational databases, etc.)

• An ambitious attitude and a desire for continuous improvement.

Bonus points for:

• An understanding of Private Equity / Alternative Asset management

• Salesforce.com administration experience

What Altvia Provides:

• Competitive compensation package including 100% paid coverage for the employee for Health, Dental, Life, Disability benefits and 50% paid coverage for Health and Dental for all dependents

• An amazing company culture that shines through in a new office that includes foosball, ping pong,  a full kitchen for enjoying great food and drinks together and much, much more

• Opportunity to work for an entrepreneurial minded company in an exciting phase of growth.   

• 401(k) participation and a company match  after a 6 month waiting period.

• Participation in the Altvia Employee Abundance Plan after a 6 month waiting period.

Altvia is an Equal Opportunity Employer.