Client Solutions Director – Sensr Analytics and Databridge
New York City, NY - USA
Job Summary
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 were 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! Youll have the opportunity to grow in ways that are meaningful to you and work alongside some of the best people in their field. Youll 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.
Whats the role
This role will be responsible for client solutions and success management for Gen IIs proprietary performance & attribution and data platforms Sensr Analytics and DataBridge. You will be working closely with our clients and Gen IIs 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 youll 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:
- 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 APIs etc.)
- Team management experience
- Technical implementations experience
- Bachelors degree. Finance (Accounting Finance Economics) and/or STEM degree
- 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 $135000 - $190000 in addition to a commission plan and comprehensive benefits package. Please note that the actual salary offer within that range will depend on the candidates 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.
Experience:
Director
About Company
We're committed to ensuring yours is a well-run private equity fund with institutional grade services, world-class expertise, and tech-forward guidance.