Technical Client Associate

Job Description

Job Description

Description:

 

About Altvia

Altvia is the technology pioneer powering private capital markets. We help General Partners (GPs) simplify data complexity, raise and deploy capital with precision, and deliver a modern Limited Partner (LP) experience that builds lasting trust. Our fully integrated platform—CRM, LP portal, data room, analytics, and AI assistant—is purpose-built for private markets and trusted by hundreds of world-class firms and over 100,000 LP investors worldwide.

What sets us apart is our relentless commitment to service excellence, product innovation, and deep industry expertise. Since 2006, we've partnered with private equity, venture capital, fund-of-funds, and other alternative investment managers to transform the way they fundraise, engage investors, and operate at scale.

Clients say it best: “The Altvia team has been fantastic, bringing efficiencies to every facet of our business—fundraising, marketing, deal execution and fund administration. They understand what we do and their team has changed how we manage our business.” — Plexus Capital

Why Altvia, Why Now

Private capital is at a turning point. Institutional LPs are demanding transparency, speed, and confidence like never before. Firms that can't deliver are being left behind.

Altvia sits at the center of this shift. With our fully integrated platform—CRM, LP portal, data room, and AI assistant—we're redefining how firms raise, deploy, and manage capital. Hundreds of world-class clients already trust us, but the market opportunity ahead is massive.

About the Role

As a Technical Client Associate, you'll combine organizational, analytical, relationship-building, and technical skills to deliver exceptional service to Altvia's clients. You'll serve as a product expert, working directly with clients to answer questions, deliver training, and resolve issues across multiple support channels.

You will:

• Provide excellent, multi-channel customer support (email, video, phone) with accurate documentation of interactions and resolutions in Salesforce.
• Troubleshoot, coordinate, and resolve customer issues efficiently, ensuring continuous follow-up and clear communication.
• Lead customer training sessions, ensuring clients understand product features, benefits, and best practices.
• Build and maintain strong client relationships, remaining proactive in offering support and guidance.
• Collaborate with internal teams (Customer Success, Product, and Sales) to ensure the customer voice is heard throughout the organization.
• Complete a 3-part Certification program, with opportunities for compensation adjustments upon completion.

Requirements:

 

You have:

• A bachelor's degree.
• A minimum of 6 months of customer service experience, or equivalent educational background in business and/or technology.
• Proficiency in Microsoft Office and Google Workspace (GSuite) products.
• Excellent written and verbal communication skills, with the ability to convey technical information clearly to clients.
• Strong analytical and troubleshooting abilities to resolve client issues efficiently and accurately.
• Strong time-management and organizational skills, with the ability to multitask across high-volume correspondence while maintaining accuracy.
• Strong personal ethics and a commitment to honest, trustworthy client relationships.
• A self-starter mindset, proactively identifying opportunities to support clients and improve team efficiency.

Preferred:

• Experience in a SaaS or technology environment.
• Familiarity with CRM platforms, particularly Salesforce.
• Background or interest in financial services, private equity, or alternative investments.

Note: Candidates must be local to the Denver, CO area. This is a hybrid role (3 days in-office, 2 days remote), with onboarding hours of 8:00 AM–5:00 PM MT. The role includes rotating shift coverage and participation in a weekly on-call rotation (6:00 PM–6:00 AM MT).

 

Work That Matters. Benefits That Do Too.

We invest in our team with:

• Full medical, dental, and vision coverage
• Flexible FTO and paid holidays
• Volunteer time and donation matching
• 401(k) match after waiting period
• Career development and a connected culture

Learn more about our culture and values ?

The base compensation for this role is market-competitive, starting at $52,000 annually, DOE.

Altvia Solutions is proudly an Equal Opportunity Employer that stands against discrimination and harassment of any kind. This applies to all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training. All hiring decisions are based on organizational needs, position requirements and individual qualifications without consideration of race, color, gender, orientation, family status, parental status, religion or anything else that has no bearing on a person's skills and contribution. Altvia is committed to creating an honest, trusting communal environment where everyone feels comfortable being their full selves everyday.