Technical Account Manager, Institutional Investors

Solovis is a leading portfolio management and analytics platform helping institutional investors navigate today's complex global markets with clarity and confidence. Backed by Insight Partners, we're building the next chapter of growth by investing in people and product to raise the bar on quality and client outcomes. Our team is driven by a culture of disciplined execution, humility, and curiosity where AI is at the core of how we operate, innovate, and serve clients. At Solovis, you'll join a tech-forward, growth-minded team that believes in learning fast, thinking big, and delivering meaningful impact for asset owners worldwide.
About The Role
The Technical Account Manager is the primary post-implementation technical partner for assigned clients, providing full-lifecycle support from onboarding transition through steady-state operations and strategic engagement. Operating across Analyst Services, Professional Services, Customer Success, Support, Sales, and Product, this position is the client's internal advocate and primary technical point of contact — driving comprehension (clients get real value from their data), trust (data is complete, correct, and on time), and enablement (deeper platform adoption).
Key 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.
Qualifications
Strong 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.
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.
Strong Plus
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.
Interview Process
We want this to be a great fit for both sides. After applying, you'll be asked to complete a short set of aptitude and personality assessments before connecting with a recruiter. Everyone goes through them, from interns to our CEO. The invitation will come from a member of our recruiting team — keep an eye on your inbox and check your spam folder just in case.
Remote (US): This position is fully remote with a preference toward candidates operating in CT/ET time zones.

Work arrangement
Yes