Technical Client Service Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage the definitive source of Client Service resources and workflows.

• Curate and enhance technical documentation as well as process workflows.

• Conduct live technical training sessions.

• Develop high-quality modules for the Learning Management System (LMS).

• Sustain and improve the resource library.

• Collaborate with service teams to document workflows within the Project Management System.

• Record all workflows impacted by General Ledger implementations.

• Direct the rollout strategy for internal adoption utilizing various training methods.

⛳️ Requirements

• A minimum of 5 years of experience in the alternative asset industry (preferably in Venture Capital or Private Equity).

• Comprehensive understanding of US GAAP and partnership accounting.

• Experience as an external auditor or possession of a CPA certification is highly advantageous.

• Proficient in articulating complex concepts to empower service team members.

• Detail-oriented with a strong emphasis on technical documentation and client service delivery.

• A proactive problem solver with a resourceful mindset.

• A collaborative spirit, willing to support the team during critical periods.

• Self-motivated and capable of thriving in a remote work environment.

• Proficient in Notion, Microsoft Excel, and accounting systems such as Xero, FundCount, or Dynamo.

🏝️ Benefits

• Competitive salary.

• Health/Dental/Vision Insurance.

• Life Insurance.

• Short-Term Disability.

• Long-Term Disability.

• Paid Time Off (PTO) and company holidays.

• 401k with Employer Match.

• Company-wide social events and programs.

• Dog-friendly office located in downtown Denver.