Client Solutions Director – Sensr Analytics and Databridge
Gen 2 Careers
Client Solutions Director – Sensr Analytics and Databridge
Who is Gen II?
Gen II is a leading fund administration provider focused entirely on serving private capital asset managers and investors with a best-in-class combination of people, process, and technology. Gen II has more than $1 trillion in private fund capital assets under administration.
With offices in the US and Europe, we’re looking for do-ers, problem-solvers, and entrepreneurs like you who want to make an impact in our industry, grow with us, and create a community where everyone thrives.
Careers mean more at Gen II – more opportunity, more innovation, and more ideas! You’ll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. You’ll also receive training which will advance your skill set, both technically and personally allowing you to achieve your career aspirations with us. Be part of our community that recognizes achievements, promotes from within, and receive meaningful benefits which focus on your physical, mental and financial well-being.
What’s the role?
This role will be responsible for client solutions and success management for Gen II’s proprietary performance & attribution and data platforms, Sensr Analytics and DataBridge. You will be working closely with our clients and Gen II’s internal teams (e.g. accounting, onboarding, and product management) to successfully realize initial and continuous value on the platforms. As a trusted subject matter expert, you will provide guidance and advice.
What you’ll be doing
- Own senior relationships with clients - manage and monitor client health
- Communicate effectively with end-users to understand customer needs, manage expectations, handle & escalate risk and communicate statuses
- Architect and implement solutions to client use cases and/or business problems
- Collaborate with product management to improve products and/or workflows
- Manage, grow and mentor client success managers
The ideal background for this role:
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Required
- 8+ years’ experience in fintech (SaaS, Technology Services or Software industry) or financial services
- Knowledge of performance & valuation reporting, financial reporting, and/or general ledger accounting
- Relationship and crisis management experience
- Strong Technical Solutioning experience – you apply technical and business acumen to fully leverage platform capabilities to solve business problems or address client inquiries
- Expert in Excel and its applications in finance (e.g. modeling, reporting, etc.) – you love to tinker and can write formulas with ease
- Experience with data ETL and related systems (e.g. data flows, databases, data delivery, API’s, etc.)
- Team management experience
- Technical implementations experience
- Bachelor’s degree. Finance (Accounting, Finance, Economics) and/or STEM degree
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Desired
- Fund accounting (ideally Private Equity) experience
- AI experience
- Project management experience
- Superior problem solving, judgement and decision-making skills
- Strong written and verbal communication skills
- Ability to learn on-the-job quickly, apply learning to recommend solutions to issues
- Ability to quickly adapt to changes in processes and procedures in a rapidly changing environment
- Strong attention to detail and accuracy
- Ability to think independently, prioritize, multi-task and meet deadlines
The salary range for this position is $135,000 - $190,000 in addition to a commission plan and comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidate’s experience level.
Work Arrangement
All applicants applying to Gen II Fund Services, LLC must be legally authorized to work in the United States. Please note that all US employees are required to work a hybrid schedule, comprised of three (3) days a week in our office and two (2) days remotely.
https://gen2fund.com/candidate-privacy-statement/