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Allvue Expands Executive Leadership Team to Enhance End-to-End Customer Experience

New senior additions bring decades of financial services expertise to streamline the customer journey and double down on Allvue’s strong customer satisfaction scores

Allvue Systems, a leading alternative i********* technology solutions provider, announced several key appointments as the firm enhances its customer experience function as part of its commitment to delivering best-in-class service. These initiatives have already begun paying off in the form of an enhanced customer portal and strong customer satisfaction scores.

“As private markets continue to grow and become more competitive, we have worked closely with customers to understand their needs and adapt to their software buying and engagement expectations”

Beginning with the appointment of Aaron Howell to the newly created role of Chief Customer Officer in May 2023, Allvue has undertaken a strategic reshaping of its customer interactions with a focus on creating a consistent, predictable experience for clients across all stages of engagement. Howell joined Allvue from Slack where he held the role of Global Head of Customer Success Go-to-Market (GTM). At Allvue, he leads a cross-functional team of veteran Allvue executives with deep financial services expertise across the firm’s key segments – equity, credit, and fund administration. Combined, the group brings more than five decades of experience in private capital technology solutions.

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In April 2023, the appointment of Tarek Saleh as Chief Revenue Officer adds to the enhancement of the entire customer journey from sales engagement to ongoing client experience. Saleh brings over two decades of experience across financial services, enterprise sales, GTM operations, and business transformation. He joins Allvue from SS&C Intralinks where he served as Head of Business and Strategy Development. In his role as Chief Revenue Officer at Allvue, he oversees sales, sales operations, sales enablement, account management, and marketing functions.

“As private markets continue to grow and become more competitive, we have worked closely with customers to understand their needs and adapt to their software buying and engagement expectations,” said Marc Scheipe, Chief Executive Officer, at Allvue. “Aaron brings 25 years of global experience focused on pioneering the customer success movement, while Tarek brings two decades of sales and strategy leadership. We are thrilled to have them both on board to tackle our sales and CX goals.”

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Allvue has also made additional strategic appointments of senior leaders with alternatives experience to support the firm’s continued growth and momentum, rounding out an accomplished executive suite.

  • Kevin Dunn rejoined Allvue as Global Head of Customer Experience for the firm’s credit segment. He is a seasoned operations professional with experience at tech startups and large organizations and spent more than 10 years with Black Mountain Systems (a predecessor of Allvue Systems).
  • Pat McBrearty joined as Head of Partnerships. He has over 12 years of experience in B2B SaaS building and scaling GTM partnership functions. Prior to joining Allvue, he was the Vice President of Partnerships at Gainsight, a portfolio company of Vista Equity Partners.
  • Michelle Wu joined as Head of Marketing and has over 15 years of experience in d*** capital markets, fintech, and cybersecurity. Prior to joining Allvue, she was the Vice President of Product Marketing at SecurityScorecard.

“Allvue’s executive leadership has provided a solid foundation to grow our CX and sales teams, augmenting them with deep private capital expertise,” said Sha Farley, Chief People Officer at Allvue. “We are proud to continue building on this momentum and look forward to seeing the ongoing impact of deep industry knowledge on our client experience in 2024 and beyond.”

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[To share your insights with us as part of editorial or sponsored content, please write to sghosh@martechseries.com]

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