SENIOR CUSTOMER SOLUTIONS CONSULTANT

Altvia is seeking a passionate candidate for our Senior Solutions Consultant role who is interested in solving customer problems using technology. The successful candidate will combine organizational, analytical, and relationship building skills with technical abilities to deliver service to our clients that will keep them delighted with our company and our products.

The success of our clients is crucial to the success of our company. The Customer Solutions team is responsible for providing superior service throughout the entire client life cycle, from onboarding and implementation 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, secure sharing of documents with external parties, and data visualization.

What you’ll do:

• Deliver customized client solutions from end to end as a project manager:   

  • Lead high-performing project teams

  • Develop customized project plans

  • Manage project risks and issues

  • Outline and build customized training materials

  • Gather client requirements and providing prescriptive solutions

  • Configure Altvia products and reporting outputs

  • Map source data to target tables

  • Conduct QA of full solution

  • Lead Customer Trainings

• Ensure the timely and successful delivery of Altvia solutions according to customer needs and objectives

• Identify and submit comprehensive product enhancement ideas and bugs

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

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

• Identify and deliver on  internal initiatives that improve process and organizational effectiveness

• Coach and mentor Customer Solution Consultants and Support Specialists to assist with their professional development

• Provide technical support that goes beyond break/fix. Treat every customer interaction as an opportunity to educate customers and engage them with our products.

• Some travel is required (1-4 times per quarter depending on client needs and sales cycle)

What you bring:

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

• Bachelor’s degree required

• A unique combination of strong technical acumen and a motivation to provide exceptional customer experiences

• Strong communication and technical skills (advanced Excel, Salesforce.com, relational databases, etc.)

• Strong project management and execution skills

• An ambitious attitude and a desire for continuous improvement

Bonus points for:

• An understanding of Private Equity / Alternative Asset Management

• Salesforce.com administration experience

• Advanced technical skills; familiarity with SQL, VBA and an understanding of RDBMS, javascript

What Altvia Provides:

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

• Generous Paid Time Off Policy with PTO and lots of company paid Holidays

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

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

• 401(k) with  matching and participation in equity plan after a 6 month waiting period