Client Success Manager

As a Client Success Manager at SS&C Wealth and Investments Technologies you will be the primary point of contact for our valued clients, ensuring their successful adoption, utilization, and satisfaction with our industry-leading investment management solutions. You will build strong relationships, proactively identify client needs, and drive the long-term success of our partnerships.,

• Develop and maintain strong, trusted relationships with a portfolio of assigned clients, understanding their business objectives and challenges.
• Act as a trusted advisor, proactively identifying opportunities to enhance client utilization of SS&C's products and services.
• Onboard new clients and guide them through the successful implementation and adoption of our software solutions.
• Conduct regular business reviews with clients, assessing their current usage, identifying areas for improvement, and presenting value-add solutions.
• Collaborate closely with internal teams including sales, product development, professional services, and support to ensure client issues are resolved efficiently and effectively.
• Monitor client health metrics, identify at-risk accounts, and develop strategies to mitigate churn and drive retention.
• Educate clients on new product features, updates, and best practices to maximize their return on investment.
• Identify opportunities for account growth and collaborate with the sales team on upselling and cross-selling initiatives.
• Provide valuable client feedback to product and development teams to inform future product enhancements.
• Represent SS&C at industry events and client meetings as required.
  
  Bachelor's degree in Business, Finance, Technology, or a related field.
• Proven experience (3+ years) in a client-facing role such as Client Success, Account Management, or Consulting within the financial technology (FinTech) or investment management industry.
• Strong understanding of financial markets, investment workflows, and/or asset management operations.
• Excellent communication, interpersonal, and presentation skills, with the ability to build rapport and influence stakeholders at all levels.
• Demonstrated ability to manage multiple client accounts simultaneously and prioritize tasks effectively.
• Proactive problem-solver with a strong customer-centric mindset.
• Ability to understand and articulate complex technical concepts to non-technical audiences.
• Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.
• Willingness to travel occasionally for client meetings and industry events.
  
  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.