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About the Role

Allvue Systems is the leading provider of software solutions for the Private Capital and Credit markets. We are seeking ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry, driven by innovative thinking and a desire to build adaptable financial software solutions.

Responsibilities

• Lead client discovery workshops to analyze business processes, operational requirements, and implementation objectives.
• Translate complex business and financial requirements into scalable solution designs, system configurations, and implementation plans.
• Develop comprehensive functional specifications, configuration documentation, and client-facing deliverables.
• Advise clients on product capabilities, implementation best practices, and configuration options.
• Identify implementation risks, dependencies, and solution gaps, recommending appropriate mitigation strategies.
• Independently lead complex implementation workstreams from solution design through production deployment.
• Configure product functionality using platform configuration tools and advanced SQL.
• Design, develop, and optimize complex SQL reports, data validation routines, and financial reporting solutions.
• Collaborate with Project Managers, Solution Architects, Technical Engineers, Product Management, and Quality Assurance teams to resolve issues.
• Lead solution validation, user acceptance testing, deployment readiness activities, and post-implementation stabilization efforts.
• Proactively identify opportunities to improve implementation quality, consistency, and delivery efficiency.
• Serve as the primary implementation consultant for assigned clients, building trusted relationships.
• Facilitate client workshops, solution demonstrations, administrator training, and knowledge transfer sessions.
• Manage complex client issues and implementation risks, providing consultative recommendations.
• Communicate project progress, implementation decisions, risks, and recommendations to stakeholders.
• Provide implementation expertise that contributes to client satisfaction, successful adoption, and long-term product utilization.
• Mentor Implementation Specialists by providing technical guidance, implementation coaching, and knowledge sharing.
• Contribute to implementation methodology improvements, documentation standards, reusable solution assets, and operational best practices.
• Provide subject matter expertise during project estimation, implementation planning, and solution design discussions.
• Partner with Product Management by providing client insights and implementation feedback.
• Drive internal initiatives that improve implementation effectiveness, scalability, and the overall client experience.

Requirements

• Demonstrated ability to independently lead complex software implementation projects with multiple stakeholders.
• Advanced SQL proficiency, including complex query development, data validation, reporting, and troubleshooting.
• Strong analytical and consultative problem-solving skills.
• Ability to evaluate multiple solution approaches.
• Ability to influence technical and business stakeholders without direct authority.
• Proven ability to manage multiple concurrent implementation workstreams while balancing competing priorities.
• Strong understanding of software implementation methodologies and enterprise SaaS delivery.
• Excellent written and verbal communication skills, including facilitation of client workshops and executive-level discussions.
• Demonstrated ability to mentor junior team members and contribute to technical capability development.
• Strong attention to detail with a commitment to implementation quality and continuous improvement.
• Experience supporting buy-side investments, fixed income, credit, private equity, CLO, debt markets, or related financial services environments preferred.
• Experience in implementing Front Office and Back Office Accounting Financial systems preferred.

Skills

• SQL
• Financial Software Implementation
• SaaS Delivery
• Client Relationship Management
• Mentoring
• Problem-Solving
• Communication
• Project Management

Experience Level

• 8+ years of experience implementing enterprise software, financial technology, or SaaS solutions in a professional services or client delivery environment.
• Demonstrated experience leading complex client implementations from discovery through production deployment.
• Experience translating business requirements into scalable technical solutions and financial reporting capabilities.
• Experience mentoring junior consultants or implementation specialists preferred.

Education Level

• Bachelor's degree in Business, Computer Science, Information Systems, Finance, Analytics, or a related discipline, or equivalent practical experience.

Benefits

• Health Coverage options along with other voluntary benefits
• Enterprise Udemy membership with access to thousands of personal and professional development courses
• 401K with Company match up to 4% or Employee Pension plan
• Competitive pay and year-end bonus potential
• Flexible PTO
• Charitable Donation matching, along with Volunteer and Voting PTO
• Numerous team building activities to promote collaboration in a fun and fast-paced work environment

About the Company

• Allvue Systems is the leading provider of software solutions for the Private Capital and Credit markets.
• We help clients eliminate the boundaries between systems, information, and people.
• Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions.
• We are revolutionizing the alternative investment industry.

Equal Opportunity

• Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment.
• We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it.
• We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace.
• It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
• In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.