Allvue Systems
Website:
allvuesystems.com
Job details:
Why Allvue
We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for 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. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!
Allvue and Vista Equity Partners
Allvue is proud to be part of the Vista Equity Partners portfolio; a leading global investment firm focused exclusively on enterprise software, data, and technology-enabled businesses. With $100B+ in assets under management and a portfolio of 90+ companies worldwide, Vista accelerates growth through proven operational best practices, global networks, and a long-term commitment to building category leaders. Being part of the Vista family means access to a powerful global ecosystem, shared innovation frameworks, leadership development programs, and a network of 90+ high-growth technology companies. Vista in India Vista has a deep and growing presence in India, with 45+ portfolio companies employing over 17,000 professionals across engineering, product, customer success, and operations. This ecosystem drives innovation, collaboration, and career mobility giving professionals exposure to global best practices while working on solutions that shape the future of enterprise software. Vista's Commitment to AI and Innovation Vista is pioneering the adoption of Agentic AI across its global portfolio through its Agentic AI Factory: a framework designed to help companies embed intelligent, autonomous AI systems into products, operations, and customer experiences. Portfolio companies benefit from advanced AI tools, shared innovation frameworks, and infrastructure that accelerates responsible AI adoption at scale; including AI training initiatives, portfolio-wide hackathons, and leadership forums.
The Opportunity
As an AI & Knowledge Specialist within a SaaS company specializing in financial services, this role supports the development, adoption, and continuous improvement of AI-enabled workflows, knowledge content, and operational reporting. The position partners closely with Support, Service Management, and cross-functional stakeholders to help build and refine AI agents, maintain knowledge assets, create dashboards, and identify opportunities to automate, standardize, and improve service delivery. Strong analytical skills, content stewardship, and a practical understanding of AI tools, ITSM, and knowledge management are important to succeed in this role. This position works within established guidelines and receives guidance on new assignments while building deeper expertise over time.
What You'll Do
AI Agent Development and Enablement
- Support the build, maintenance, and continuous improvement of AI agents that support internal operations, client support, and knowledge workflows.
- Evaluate AI-enabled use cases and recommend practical applications that improve efficiency, consistency, and service quality.
- Use AI tools to assist with analysis, content creation, solution development, summarization, and operational decision support, including building solutions when appropriate.
Knowledge Content Strategy and Governance
- Support the creation, review, organization, and updating of knowledge content, including articles, guides, FAQs, and supporting resources.
- Partner with Support teams and subject matter experts to identify knowledge gaps and help ensure content is accurate, searchable, user-friendly, and aligned to business needs.
- Monitor knowledge health by tracking article usage, feedback, content gaps, and opportunities for lifecycle maintenance.
Reporting and Business Intelligence
- Create and maintain Power BI dashboards and reporting that provide visibility into support trends, knowledge usage, and operational performance.
- Analyze data to identify patterns, recurring issues, and opportunities for performance improvement.
- Translate insights into clear recommendations that support leadership decisions and operational planning.
Operational Support and Analysis
- Assist with client issues and operational analysis by identifying trends, root causes, and opportunities for process or content improvement.
- Support service teams by helping refine workflows, improve documentation, and reduce avoidable effort.
- Contribute to issue triage, escalation support, and operational follow-up as needed.
Continuous Improvement and Cross-Functional Collaboration
- Look for opportunities to automate and improve processes through AI, reporting, and knowledge management practices.
- Collaborate effectively with cross-functional teams to gather requirements, clarify needs, and help deliver practical solutions.
- Support adoption of AI and knowledge tools by helping teams understand how to use them effectively in day-to-day work.
What You'll Bring
- Demonstrated ability to learn quickly, work within defined guidelines, and contribute to operational and business process improvements in a SaaS environment.
- Proven ability to collaborate effectively across cross-functional teams including support, product, engineering, and operations.
- Experience gathering, refining, and translating requirements into actionable operational, knowledge, or technical support solutions.
- Strong analytical and problem-solving capabilities with the ability to evaluate data, identify trends, and develop clear recommendations.
- Working knowledge of AI-enabled workflows, AI agent use cases, and practical automation approaches that improve efficiency and support organizational objectives.
- Experience managing or supporting knowledge content, including article development, content review, lifecycle maintenance, and content governance.
- Ability to communicate findings, recommendations, and operational updates clearly to both technical and non-technical stakeholders.
- Understanding of IT Service Management (ITSM) principles, including ITIL and Knowledge-Centered Service (KCS), and their application within customer support operations.
Technical & System Proficiency
- Advanced proficiency with Microsoft Excel and business intelligence/reporting tools such as Power BI.
- Experience working with data platforms and analytics tools, including Snowflake or comparable technologies.
- Working knowledge of workflow and collaboration platforms including Jira, Confluence, and Slack.
- Experience leveraging AI productivity and automation tools such as ChatGPT, Microsoft Copilot, and Atlassian Intelligence to improve operational efficiency.
- Ability to configure basic workflow automations, dashboards, and reporting solutions to support operational processes and governance activities.
AI Skills And Experience
- Demonstrates curiosity and adaptability in learning and applying emerging AI technologies to improve individual and team effectiveness.
- Ability to leverage AI tools responsibly to enhance productivity, research, analysis, content creation, problem-solving, and decision-making while maintaining appropriate human oversight.
- Understands the importance of data privacy, confidentiality, security, and responsible AI practices when using AI-enabled tools.
- Evaluates AI-generated outputs for accuracy, relevance, and business appropriateness, exercising sound judgment before applying or sharing results.
- Willingness to continuously develop AI knowledge and adopt new AI capabilities that support business objectives and operational excellence.
Education And/or Experience
- Bachelor’s degree in Business Administration, Information Systems, Data Analytics, Operations Management, or a related field; equivalent practical experience accepted.
- 2+ years of related experience in business analysis, knowledge management, operational support, process improvement, reporting, or related functions within a SaaS organization, preferably in financial services.
- Internship, academic project, or early professional experience supporting cross-functional operational initiatives or process improvement is preferred.
- Familiarity with AI-enabled business operations, analytics-driven decision-making, and operational workflow optimization.
- Relevant certifications such as ITIL Foundation, Certified Business Analysis Professional (CBAP), or Agile-related certifications are preferred but not required.
SUCCESS DRIVERS
- Drives Results: Deliver consistently, even in tough conditions
- Ensures Accountability: Hold yourself and your team to the standard
- Instills Trust: Lead with honesty, integrity, and authenticity
- Instills Courage: Lean into hard conversations and challenges
- Directs Work: Run the work efficiently and effectively
- Collaborates: Build partnerships across the organization
Education/Certifications
Language Skills
- Fluency in English, including written, verbal, and presentation communication skills.
- Ability to communicate effectively with cross-functional stakeholders, including technical teams, operational leadership, and business partners.
How You'll Succeed
- Drives Results Deliver consistently, even in tough conditions
- Ensures Accountability Hold yourself and your team to the standard
- Instills Trust Lead with honesty, integrity, and authenticity
- Instills Courage Lean into hard conversations and challenges
- Directs Work Run the work efficiently and effectively
- Collaborates Build partnerships across the organization
How We'll Take Care Of You
- 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
EEOC Statement
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.
Global Inclusion Statement
Allvue Systems is committed to building a diverse, inclusive, and equitable workplace where everyone feels they belong. We welcome applicants of all backgrounds, experiences, and perspectives because we know that the best ideas come from teams that reflect the world we serve. All qualified applicants will be considered for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, or any other characteristic protected by applicable law.
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