Sr. Client Relations Manager - PA-DSR-Q4-4

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

Sr. Client Relationship Manager

Location: New York, NY | Hybrid

Get To Know Us:

SS&C is seeking to hire a Client Relationship Manager, (CRM) for its rapidly growing Distribution Solutions business. In this exiting and highly visible role, you will be interacting with both clients and prospects regularly.

You will work with Product Management, Product Development, Sales teams and Leadership to develop relationships with each account. Working with senior executives, sales teams and support functions, you will have responsibility for the ongoing engagement across clients, which includes managing client contact and product deliverables, driving the training program, and onboarding new clients. This opportunity calls for a Client Relationship Manager that is passionate about learning and growing the business, managing client interactions across the product portfolio and taking Financial Services companies in the area of Asset Management to the next level. Advance your career with an outstanding new role and competitive compensation plan that rewards top performance.

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:

• Client Management: Responsible for relationship development and management with key individuals and senior decision makers at each client in the areas of analytics and business intelligence. The successful candidate will have excellent communication and relationship management skills to provide clients with the support and technical assistance they need to be successful with the Distribution Intelligence Solutions product suite. The Client Relationship Manager will garner input and feedback from clients and provide expertise on the use of WalletShare products. The Client Relationship Manager will also assist in managing strategic relationships, enhancing client services solutions, and helping lead clients through the on-boarding and training process.
• Account Planning: Define and execute account plans for training and engaging with accounts
• Cross Team Coordination: Align SS&C resources (e.g., Product Development, SMEs, Customer Support, Customer Success) to respond to client needs and maximize client “stickiness” and value delivered
• Capture client feedback: Communicate client feedback to the Product and Sales teams to ensure feedback informs the product roadmap and that the SS&C Sales team can capture product value and benefits with prospects.
• Training: Partner with all levels of product management to ensure that all training activities, training plans and other training requirements encompass key product benefits and align with customer training needs, internal requirements and product release rollouts. Develop and maintain participant and instructor materials (course manuals, workbooks, handouts, job aids, etc.) and planning for ongoing client outreach. Design, develop and deliver client user training across the business’s product line, including both core and new products, and product enhancements. Track usage before and after training activities to ensure clients are fully onboarding and able to actively use the product suite.

What You Will Bring:

• 3- 5 years of related industry experience
• Bachelor’s Degree (major in Economics or Finance preferred but not required)
• Focus – at ease weighing different views and making smart, quick decisions, especially under pressure. Ability to organize and keep track of multiple clients while maintaining individualized relationships with key stakeholders
• Excellent Communication – you know what to say and more impor