Strategic Account Manager

About Allvue

We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

Job Summary

The Strategic Account Manager (SAM) is responsible for driving revenue growth, strengthening executive relationships, and maximizing long-term customer value across a concentrated portfolio of approximately 8–12 strategically important Allvue customers.

The Strategic Account Manager will own the full commercial relationship across the assigned portfolio, including renewals, retention, expansion, account planning, and revenue forecasting. Unlike traditional account management, which often requires balancing a larger portfolio of customers and transactional commercial activities, this role is designed to enable a more focused, consultative, and executive-led approach to customer engagement.

Responsibilities

Strategic Account Planning and Portfolio Management

Own and execute comprehensive strategic account plans for a focused portfolio of approximately 8–12 Tier 1 and high-growth-potential customers.

Establish multiyear account growth strategies supported by clearly defined commercial objectives, executive relationships, customer priorities, and actionable milestones.

Maintain accountability for all commercial activities across assigned accounts, including renewals, expansion opportunities, contract negotiations, pipeline development, and revenue forecasting.

Executive Relationship Development and Strategic Engagement

Establish and maintain trusted relationships with senior executives, economic buyers, and key decision-makers across assigned customer organizations.

Lead strategic business reviews and executive discussions focused on customer objectives, business outcomes, technology priorities, and opportunities for deeper partnership.

Facilitate executive-to-executive engagement between Allvue leadership and senior customer stakeholders to strengthen relationships and advance strategic initiatives.

Revenue Growth, Expansion and Commercial Ownership

Own revenue growth, gross revenue retention, and net revenue retention performance across the assigned portfolio.

Lead complex, consultative commercial engagements, including opportunity development, solution positioning, negotiations, and contract execution.

Maintain accurate pipeline management, opportunity progression, revenue forecasting, and CRM documentation.

Execute commercial activities within established pricing, contracting, and approval processes.

Customer Retention and Long-Term Value Creation

Take proactive ownership of customer retention, renewal strategy, and long-term relationship health across assigned accounts.

Identify and address potential retention risks well in advance of contractual renewal events.

Partner with Customer Success, Product, Support, and Professional Services to address customer challenges and improve the overall customer experience.

Cross-Functional Leadership and Customer Advocacy

Serve as the primary commercial owner and strategic relationship lead for assigned accounts, coordinating internal resources to deliver a cohesive customer experience.

Translate customer business objectives and emerging requirements into actionable commercial opportunities and internal initiatives.

Provide structured feedback to leadership regarding customer priorities, competitive positioning, market trends, and product opportunities.

Strategic Account Management Model Development

Partner with Commercial leadership to develop effective account planning methodologies, executive engagement practices, and customer growth strategies.

Document and share successful approaches, lessons learned, and repeatable practices that may inform broader adoption of the Strategic Account Management model.

Contribute to the ongoing evolution of Allvue's account management strategy through demonstrated results, customer insights, and continuous improvement

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.

Knowledge of investment management, alternative investments, private credit, or adjacent financial technology markets preferred.

Ability to work across product, commercial, and service functions and contribute to the refinement of new account management practices.

Technical & System Proficiency

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.

AI Skills and Experience

Ability to leverage AI-powered tools to enhance account research, customer insights, sales productivity, and account planning while ensuring responsible use of AI-generated information.

Language Skills

Excellent written and verbal English communication skills.

Ability to deliver executive-level presentations, facilitate strategic business reviews, and conduct complex commercial discussions .

Education/Certifications

Bachelor’s degree (preferred)

What We Offer

Health Coverage options along with other voluntary benefits

Enterprise Udemy membership with access to thousands of personal and professional development courses

401K with Company match up to 4% or Employee Pension plan

Competitive pay and year-end bonus potential

Flexible PTO

Charitable Donation matching, along with Volunteer and Voting PTO

Numerous team building activities to promote collaboration in a fun and fast-paced work environment

EEOC Statement

Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.

Strategic Account Planning and Portfolio Management

Own and execute comprehensive strategic account plans for a focused portfolio of approximately 8–12 Tier 1 and high-growth-potential customers.

Establish multiyear account growth strategies supported by clearly defined commercial objectives, executive relationships, customer priorities, and actionable milestones.

Maintain accountability for all commercial activities across assigned accounts, including renewals, expansion opportunities, contract negotiations, pipeline development, and revenue forecasting.

Executive Relationship Development and Strategic Engagement

Establish and maintain trusted relationships with senior executives, economic buyers, and key decision-makers across assigned customer organizations.

Lead strategic business reviews and executive discussions focused on customer objectives, business outcomes, technology priorities, and opportunities for deeper partnership.

Facilitate executive-to-executive engagement between Allvue leadership and senior customer stakeholders to strengthen relationships and advance strategic initiatives.

Revenue Growth, Expansion and Commercial Ownership

Own revenue growth, gross revenue retention, and net revenue retention performance across the assigned portfolio.

Lead complex, consultative commercial engagements, including opportunity development, solution positioning, negotiations, and contract execution.

Maintain accurate pipeline management, opportunity progression, revenue forecasting, and CRM documentation.

Execute commercial activities within established pricing, contracting, and approval processes.

Customer Retention and Long-Term Value Creation

Take proactive ownership of customer retention, renewal strategy, and long-term relationship health across assigned accounts.

Identify and address potential retention risks well in advance of contractual renewal events.

Partner with Customer Success, Product, Support, and Professional Services to address customer challenges and improve the overall customer experience.

Cross-Functional Leadership and Customer Advocacy

Serve as the primary commercial owner and strategic relationship lead for assigned accounts, coordinating internal resources to deliver a cohesive customer experience.

Translate customer business objectives and emerging requirements into actionable commercial opportunities and internal initiatives.

Provide structured feedback to leadership regarding customer priorities, competitive positioning, market trends, and product opportunities.

Strategic Account Management Model Development

Partner with Commercial leadership to develop effective account planning methodologies, executive engagement practices, and customer growth strategies.

Document and share successful approaches, lessons learned, and repeatable practices that may inform broader adoption of the Strategic Account Management model.

Contribute to the ongoing evolution of Allvue's account management strategy through demonstrated results, customer insights, and continuous improvement

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.

Knowledge of investment management, alternative investments, private credit, or adjacent financial technology markets preferred.

Ability to work across product, commercial, and service functions and contribute to the refinement of new account management practices.

Technical & System Proficiency

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.

AI Skills and Experience

Ability to leverage AI-powered tools to enhance account research, customer insights, sales productivity, and account planning while ensuring responsible use of AI-generated information.

Language Skills

Excellent written and verbal English communication skills.

Ability to deliver executive-level presentations, facilitate strategic business reviews, and conduct complex commercial discussions .