Team Lead, Professional Services (Data Migration)

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

Team Lead - Professional Services

Locations: Remote

Get To Know Us:

SS&C is leading the way.  We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. 

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.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

Team Leadership & Delivery

• Lead, mentor, and develop a team of data migration specialists, and project managers.
• Own delivery excellence across multiple concurrent migration engagements, ensuring projects are completed on time, within scope, and within budget.
• Establish and refine migration methodologies, standards, and best practices aligned with enterprise-scale implementations.
• Provide executive-level status reporting, risk management, and issue resolution.
• Ensure consistent quality, governance, and documentation across all migration projects.

Sales Partnership & Revenue Enablement

• Act as the primary liaison between the Data Migration team and the Sales organization.
• Partner with Sales and Account Executives during pre-sales to:
  • Scope migration opportunities
  • Define statements of work (SOWs)
  • Estimate effort, timelines, and costs
• Support customer-facing discussions, presentations, and executive briefings related to data migration strategy and value.
• Identify opportunities to expand migration services, upsell adjacent offerings, and improve attach rates.
• Help shape pricing models and service packaging to support revenue growth and margin targets.

Stakeholder & Client Management

• Serve as a trusted advisor to enterprise customers, translating business objectives into executable migration plans.
• Collaborate cross-functionally with Product, Engineering, Customer Success, and Professional Services.
• Proactively manage risks, dependencies, and change requests with internal and external stakeholders.
• Participate in customer-facing discussions, including occasional executive-level client escalation calls.

Operational Excellence

• Track and report on key performance indicators (KPIs), including delivery metrics, utilization, customer satisfaction, and revenue contribution.
• Drive continuous improvement initiatives to optimize delivery efficiency and scalability.
• Ensure compliance with security, data privacy, and regulatory requirements.

What You Will Bring:

• 7+ years of experience in data migration, data management, or enterprise implementation services.
• 3+ years of experience managing teams and complex, multi-stream projects.
• Demonstrated experience partnering with Sales or supporting pre-sales activities in a services or consulting environment.
• Strong understanding of data migration concepts (ETL, data quality, validation, legacy system modernization, cloud migrations).
• Proven ability to communicate effectively with both technical and non-technical stakeholders, including