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
Client Success Manager
Company:** Eze Software EMEA Limited
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Job Summary
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.
Job Responsibilities
* 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.
Job Qualifications
* 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.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
