Client Solutions Manager

Posted 7 Days Ago
Be an Early Applicant
San Francisco, CA
In-Office
100K-115K Annually
Mid level
Fintech
Modern Technology for Private Capital Markets
The Role
The Client Solutions Manager will oversee client success, product implementations, and relationship management while collaborating with stakeholders to optimize client adoption and satisfaction.
Summary Generated by Built In

Overview

Chronograph was founded to bring next-generation technology to private capital markets. Through our suite of cloud-based analytics and data management solutions, we help many of the world’s largest and most sophisticated venture capital, private equity, and credit funds understand their investment performance in unprecedented detail, with over $19 trillion of AUM monitored via our solution suite. 

At Chronograph, we get to go “behind the scenes” and work directly with investors who are driving some of the most impactful changes across high growth start-ups, global infrastructure and renewable energy, growth equity, and all other private capital strategies. The firm is backed by The Carlyle Group, Nasdaq Inc., and Summit Partners, and has seen continuous rapid growth since its founding in 2016.

The Opportunity

Bring your expertise to a highly collaborative, creative, and innovative team with a market-leading technology product suite. We are seeking a highly motivated Manager to join our Client Solutions team in San Francisco to help oversee customer success, product implementations, relationship management, and strategic undertakings as our international client base continues to rapidly grow. 

You will work closely with key stakeholders to support client adoption, best practices, and overall use case health with a focus on a comprehensive and cohesive approach to the client experience. This position will report to the  GP Client Solutions Team Lead, with engagement across the organization while you help scale Chronograph’s West Coast client solutions division. 

This is an exceptional opportunity for a driven, detail-oriented top performer to become directly engaged with several of the world’s most sophisticated private equity investors and produce immediate impact within a globally-focused financial technology firm. 

Even if you do not meet all criteria, we would still encourage you to apply! Chronograph offers an entrepreneurial environment where you will be able to proactively identify opportunities to develop and strengthen our Client Solutions function. 

As a Manager focused on Client Solutions at Chronograph, you will:

  • Act as a product expert and as the primary configuration manager for our West Coast clients
  • Design & implement Client Success processes and initiatives
  • Collaborate with clients on strategic initiatives and optimization of their data strategy
  • Continue to develop recommended best-practices and work with team to deliver supporting materials to diverse constituent user base
  • Coordinate resources across Chronograph (Client Development, Marketing, Data Operations, Product) to ensure timely completion of client deliverables and alignment around client development initiatives
  • Develop and monitor client expectations  
  • Support Chronograph project management resources and personnel 
  • Produce flawless client deliverables to facilitate communication around complex project requirements
  • Uphold Chronograph brand standards & values in every client interaction
  • Proactively identify account growth opportunities
  • Strategize with senior leadership to identify client business cases 

You will be successful in this role if you have:

  • Bachelor’s degree with two (2) to four (4) years’ experience in professional services environment, ideally consulting, investment banking, private capital investor relations/business development, technology client success, sales engineering, or similar
  • Demonstrated excellence producing time-sensitive deliverables for sophisticated and exacting client base
  • Superb (written and verbal) communication skills
  • Willingness to travel occasionally
  • Entrepreneurial mindset and attitude. Your contributions will make a significant impact on our operations as we expand our footprint
  • Ability to quickly adapt to a high-performance environment
  • Flexibility and mindset open to performing a variety of tasks
  • Proactive individual with leadership potential
  • Expert in Microsoft Office Suite: PowerPoint and Excel

Why Join Chronograph?

We value creativity, open communication, cutting edge technology, striving for excellence in all things – and having fun along the way. We want you to be happy here for the long-term.

We offer:

  • Flexible work arrangements (in person / hybrid)
  • Competitive salary 
  • Unlimited and flexible vacation
  • Generous health benefits
  • Fully-paid parental leave
  • ...and more! 

Chronograph is committed to promoting a diverse and inclusive culture, and we welcome applicants from all backgrounds. If you’re a passionate team player who wants to have an outsized impact on a diverse and dynamic team, we’d love to hear from you!

Salary Range (dependent on experience)
$100,000$115,000 USD

Top Skills

Microsoft Office Suite
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The Company
Brooklyn , NY
130 Employees
Year Founded: 2016

What We Do

Chronograph was founded to bring next-generation technology to private capital markets. Our innovative data management and analytics solutions help private capital investors – including many of the world’s largest foundations, endowments, venture capitalists, and private equity firms – streamline portfolio monitoring, reporting, and diligence.

Why Work With Us

We are a highly collaborative, motivated, and creative team from all backgrounds who have the pleasure of solving complex challenges for some of the world’s most-sophisticated financial institutions. We value open communication across all levels of the organization, a zero-defect mentality in everything we do, and having fun along the way!

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