Technical Client Service Manager

🔥 2 hours ago

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Aduro Advisors

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

☁️ SaaS

🤝 B2B

💰 Private Equity Round - Aduro Advisors on 2024-05

Finance • SaaS • B2B

Aduro Advisors is a fund administration and technology firm that provides premier fund accounting, fund operations, and investor reporting services for venture and private investment firms. The company combines a team of seasoned fund administration professionals with proprietary software, FundPanel (FundPanel. io), which includes an Investor Portal and analytics to streamline fund operations, investor relations, and portfolio monitoring. Aduro reports $141+ billion assets under administration, supports 650+ firms and 5,500+ investment entities, and emphasizes bespoke operational solutions and institutional-grade reporting for limited partners and fund managers.

📋 Description

• Oversee the source of truth of Client Service resources and workflows • Curate & optimize technical documentation and process workflows • Lead live technical training sessions • Produce high-quality modules for the Learning Management System (LMS) • Maintain and evolve the resource library • Partner with service teams to document workflows in the Project Management System • Document all workflows affected by General Ledger implementations • Lead rollout strategy for internal adoption through various training methods

🎯 Requirements

• 5 years of experience in the alternative asset industry (Venture Capital or Private Equity preferred) • In-depth understanding of US GAAP and partnership accounting • Experience as an external auditor or a CPA certification is a major plus • Skilled at explaining complex concepts to empower service team members • Detail-oriented with a focus on technical documentation and client service delivery • Proactive problem solver with resourcefulness • Collaborative attitude and willing to support team during critical cycles • Self-motivated and thriving in a remote 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) & company holidays • 401k with Employer Match • Company-wide social events and programs • Dog-friendly office in downtown Denver