Note: The job is a remote job and is open to candidates in USA. Solovis is a portfolio management and analytics platform helping institutional investors navigate complex global markets. The Technical Account Manager serves as the primary post-implementation technical partner for assigned clients, supporting data governance, reporting, platform adoption, client communication, special projects, and lifecycle engagement.
Responsibilities
- **Data confidence & governance:** Own data completeness across NAV, allocations, and fund entries/exits; track SLAs, manage client expectations, and serve as primary escalation point for data quality issues
- **Reporting & platform enablement:** Support quarterly/monthly/daily reporting cycles, board/IC material prep, and performance packaging (IRR, MOIC, DPI); advise on complex OCIO and family-office structures
- **Voice of client:** Channel structured feedback on data gaps, pain points, and feature requests to Data and Product
- **Special projects & restructuring:** First to identify portfolio reclassification needs; lead scoping and coordinate with Professional Services and Sales into formal SOW
- **Lifecycle engagement:** Own the Implementation-to-steady-state handoff and ongoing technical relationship; support renewals, monitor sentiment, and surface upsell opportunities to Sales
Skills
- Understanding of alternative investment data (PE, real assets, hedge funds): NAV reporting, capital calls, distributions, and performance metrics (IRR, MOIC, DPI)
- Experience with portfolio reporting platforms, data reconciliation, and institutional investor workflows, including ABOR vs. IBOR frameworks and lagged data environments
- Ability to translate complex technical/data concepts into clear, client-facing communication
- Strong organization across multiple client relationships and competing priorities, with proven expectation management and escalation handling
- Comfort operating cross-functionally across operations, implementation, support, and commercial teams
- Experience with endowments, foundations, OCIOs, RIAs, SFOs, MFOs, pensions, or sovereign wealth funds; OCIO and single/multi-family office reporting structures; multi-asset class performance analysis; custodial feeds and index data integration; and SLA/escalation workflows
- Prior experience at a fintech/SaaS platform serving institutional investors, or in fund administration, custody, or investment operations at an asset owner or allocator
- Backgrounds featuring implementation consultant, solutions engineer, or technical account/customer success manager
- 3+ years in a client-facing technical or investment operations role
Company Overview