Client Success Relationship Manager - Investment Management Portfolio

About this role

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title :   Client Success Relationship Manager, Director  

Locations : Boston, MA | Hybrid  

About the Role  

SS&C Advent’s Customer Success Relationship Managers serve as trusted advisors to our loyal customers, helping them to achieve success with their solutions while maximizing their return on investment. By   leveraging   a proactive consultative approach, our Relationship Managers bring SS&C Advent’s   very best   ideas, innovations, and capabilities to their portfolio of customers. Our team matches these to the customer’s business   objectives ,   determining   the best approach for   leveraging   our software capabilities and providing recommendations on how to achieve the most impactful business outcomes. Relationship Managers are an integral   component   of our Global Customer Experience team, and we are looking for strong contributors to join our hybrid team of competitive and experienced professionals focused on transformational processes, customer loyalty, our customers’ growth, and   ultimately maintenance   of our industry-leading renewal rates.  

Why Join SS&C   

SS&C combines proprietary technology with deep industry   expertise   to support complex financial and health care operations. Our teams design, implement, and   operate   solutions that help clients manage data, automate processes, and scale their businesses with confidence.  

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.  

How You Will Make an Impact    

• Proactively   identify   and prioritize accounts to focus efforts within a defined   territory as   based on perceived risk, potential growth opportunity, strategic value, and renewal   time frame .  

• Develop long-term relationships with your portfolio of assigned customers, connecting with key business executives from C   level on   down. Effectively deliver scheduled business reviews to key business contacts.  

• Cultivate an understanding of your customers’ business requirements, industry challenges and goals coupled with a strong understanding of how they are using their SS&C Advent solutions to maximize adoption, growth, and account retention as well as the trusted advisor role with the customer.  

• Develop account and engagement plans for SS&C Advent customers that outline their critical success factors, metrics for success, potential issues, and dependencies and provide recommendations for each .    Collaborate with internal teams such as Services,   Sales   and Renewals to ensure execution of account and engagement plan.  

• Provide strategic oversight during the entire customer journey including implementation, optimization, growth, renewal and ensure a seamless handover of knowledge and responsibilities where   appropriate .  

• Identify   expansion opportunities and collaborate with the sales teams to ensure growth   objectives   and footprint increase.  

• Work closely with the SS&C Advent’s Services teams to   identify   new opportunities and   facilitate   transitions from Services following implementation, upgrades, migrations, etc.  

• Act as a collaborative partner with the Support teams to ensure customer tickets are resolved to the best of SS&C Advent’s abilities.  

• Be the voice of the customer to Product Management, Product Marketing, Support, Renewals, Services, Sales, Finance, etc. building strong working   relationship   with each to ensure customer success and consistency of contact.  

• Develop a thorough understanding of the SS&C Advent product suite and industry (where not already present).  

• Work collaboratively with the Marketing and Sales teams to identify and build customer references.  

Required Experience   

• BA/BS or equivalent degree or related work experience.  

• 4-6 years of direct customer/account management experience in enterprise software, business   consulting   or   a related   field.  

• Key to this role is being able to articulate value, inspire and sell the SS&C Advent story for transforming the investment management industry .    As a trusted advisor and coach, the Relationship Manager is the post-sales success leader for the customer.  

• Ability to multi-task and handle complex matters with little supervision and excellent follow-up.  

• High degree of organization, efficiency, urgency and follow   through on   program planning and execution.  

• Possess excellent verbal and written communication skills inclusive of outstanding presentation development and delivery skills, with the ability to inform, influence and   impact   all levels of management.  

• Demonstrated ability to communicate effectively, present and influence credibly at all levels of the organization, including executive and C-level.  

• Aptitude for both analyzing technical concepts and translating them into business terms and for mapping business requirements to technical solutions.  

• History of strategic and innovative thinking – exercises great judgment and decision-making capabilities.  

• Demonstrated ability to grow relationships and expand platform footprints with the customer firm.  

• Excellent interpersonal skills and the confidence to be an honest advocate, willing to push back when needed.  

• Prior hands-on working knowledge and/or implementation of a complex solution within the FinTech space.  

• Strong collaboration and   team working   skills.  

• Excellent follow-up skills with great attention to detail.  

• Willing to travel 15-30%.  

Join SS&C, where innovation meets glo

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