Strategic Account Manager

Allvue Systems • UNAVAILABLE, UNAVAILABLE

5d

About The Position

The Strategic Account Manager (SAM) drives revenue growth, strengthens executive relationships, and maximizes long-term customer value across a focused portfolio of approximately 8–12 strategically important Allvue customers. The role owns the full commercial relationship for assigned accounts, including renewals, retention, expansion, account planning, and revenue forecasting. It emphasizes a focused, consultative, executive-led approach to customer engagement.

The SAM develops strategic account plans and multiyear growth strategies, maintains relationships with senior customer stakeholders, leads strategic business reviews, and manages complex commercial engagements. The role proactively addresses retention risks and coordinates with Customer Success, Product, Support, Professional Services, and Commercial leadership to deliver a cohesive customer experience and evolve Allvue’s strategic account management practices.

Requirements

• Experience owning complex enterprise customer relationships, commercial renewals, expansion opportunities, and multistakeholder sales processes.
• Ability to develop multiyear account strategies, interpret customer business needs, and translate insights into commercial opportunities.
• Demonstrated executive communication, consultative selling, negotiation, forecasting, and stakeholder influence without direct reporting authority.
• Ability to work across product, commercial, and service functions and contribute to refining account management practices.
• Working-to-advanced proficiency with CRM platforms, preferably Salesforce, for pipeline, account planning, and forecasting.
• Advanced working proficiency in Microsoft Excel and PowerPoint; working proficiency in Word and Outlook.
• Ability to use AI-powered tools for account research, customer insights, sales productivity, and account planning while ensuring responsible use of AI-generated information.
• Excellent written and verbal English communication skills.
• Ability to deliver executive-level presentations, facilitate strategic business reviews, and conduct complex commercial discussions.

Nice To Haves

• Knowledge of investment management, alternative investments, private credit, or adjacent financial technology markets.
• Bachelor’s degree.

Responsibilities

• Own and execute strategic account plans for approximately 8–12 Tier 1 and high-growth-potential customers.
• Develop multiyear account growth strategies with commercial objectives, executive relationships, customer priorities, and actionable milestones.
• Manage commercial activities across assigned accounts, including renewals, expansion opportunities, contract negotiations, pipeline development, and revenue forecasting.
• Build trusted relationships with senior executives, economic buyers, and key decision-makers.
• Lead strategic business reviews and executive discussions about customer objectives, business outcomes, technology priorities, and partnership opportunities.
• Facilitate executive-to-executive engagement between Allvue leadership and senior customer stakeholders.
• Own revenue growth, gross revenue retention, and net revenue retention performance across the portfolio.
• Lead consultative commercial engagements, including opportunity development, solution positioning, negotiations, and contract execution.
• Maintain accurate pipeline management, opportunity progression, revenue forecasts, and CRM documentation.
• Carry out commercial activities within established pricing, contracting, and approval processes.
• Own customer retention, renewal strategy, and long-term relationship health; identify retention risks ahead of contractual renewals.
• Partner with Customer Success, Product, Support, and Professional Services to address customer challenges and improve the customer experience.
• Coordinate internal resources as the primary commercial owner and strategic relationship lead for assigned accounts.
• Translate customer business objectives and emerging requirements into commercial opportunities and internal initiatives.
• Provide leadership with structured feedback on customer priorities, competitive positioning, market trends, and product opportunities.
• Partner with Commercial leadership to develop account planning methodologies, executive engagement practices, and customer growth strategies.
• Document and share successful approaches, lessons learned, and repeatable practices for the Strategic Account Management model.
• Contribute to the evolution of Allvue’s account management strategy through results, customer insights, and continuous improvement.

Benefits

• Health coverage options and other voluntary benefits.
• Enterprise Udemy membership with access to personal and professional development courses.
• 401(k) with company match up to 4% or an employee pension plan.
• Competitive pay and year-end bonus potential.
• Flexible PTO.
• Charitable donation matching.
• Volunteer and voting PTO.
• Team-building activities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed