Allocator

Customer Success Manager

• Own a portfolio of manager relationships end-to-end, from first introduction through ongoing reporting
• Build long-term partnerships and secure timely, complete data
• Monitor data quality and coverage against timeliness, completeness and accuracy KPIs
• Use exception reports to identify and resolve root causes
• Onboard new managers and funds from the first call through their first reporting cycle
• Work with internal data analysts to meet SLAs
• Diagnose reporting breakdowns, own communications with managers and drive escalations to resolution
• Analyze coverage gaps across the fund universe and provide written recommendations to Product on automation opportunities
• Partner with Customer Success on onboarding statistics, sales-trial coverage checks and client deadlines
• Create documentation to help the function scale
• Expand into client support and relationship management as automation reduces manual work

Explore Customer Success Associate at Allocator. Review requirements and application details.

Customer Success Associate

Account Manager

• Own a book of existing institutional clients after their first year on the platform
• Own client relationships, secure renewals, and grow accounts
• Work directly with COOs, CFOs, Heads of Data, and Investment teams at major allocators
• Identify, prospect, and run expansion opportunities across new teams and stakeholders
• Serve as the senior trusted point of contact for each account
• Build coverage across COO, CFO, data, and Investment teams
• Run renewals as sales cycles beginning six months in advance, including value reviews, stakeholder mapping, proposals, negotiations, and signatures
• Increase volumes of existing services and sell additional products and services into existing accounts
• Lead business reviews covering usage, data coverage, and delivered value
• Identify account risks and run save plans before renewal
• Take over accounts from the new business team and partner with Customer Success and Data
• Surface product gaps, expansion signals, and competitive intelligence to Product and GTM leadership

Explore Enterprise Account Manager at Allocator. Review requirements and application details.

Open roles

Customer Success Associate

Enterprise Account Manager