Own post-sale client relationships for a private fund management platform. Manage implementation, adoption, value realization, account health, and retention while coordinating internal teams and resolving complex customer issues. Guide clients through change management, product workflows, and measurable success planning. Translate feedback into internal action plans, identify expansion opportunities, support advocacy efforts, and mentor junior customer success managers.

Lead implementation and onboarding of private fund management software for private equity clients. Translate fund accounting, investment structures, and client requirements into business logic and product enhancements. Build relationships with CFOs and Controllers, plan rollouts, prioritize roadmap needs, and collaborate with Product and Engineering teams to design and test complex fund structures.