Customer Success Manager

2 weeks ago


New York, United States SS&C Full time

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

SS&C Intralinks provides technology solutions for the global banking, deal-making and capital markets communities. As pioneers of the virtual data room, SS&C Intralinks enables and secures information flow, facilitating strategic initiatives such as mergers and acquisitions, capital raising, and investor reporting. Today, SS&C Intralinks has earned the trust and business of more than 99 percent of the Fortune 1000.

About the Team

The SS&C Intralinks Alternative Investments business supports Private Capital and Hedge Fund firms. Our objective is to build strong relationships and provide solutions that help clients improve their investor communication/reporting, investor onboarding and fund marketing efforts as well as support their private capital M&A activities. This is a collaborative, dynamic team of customer service, marketing, product and sales professionals.

In addition, Alternative Investment Firms rely on SS&C's (Intralinks parent company) outsourcing services. With over $2.0 trillion of alternative assets under administration SS&C is a long-term alternative investments industry participant and a leader in supporting firms of all sizes, from new managers to mid-sized firms to larger institutions. As a member of the SS&C Intralinks customer success organization you may work with other business lines across SS&C in supporting common client relationships.

Overview:
At Intralinks solving for the customer is our only focus and everyone plays an important role. As a Customer Success Manager, you are responsible for driving successful client outcomes by offering strategic guidance and acting as their advocate, frequently collaborating with Sales, Support, and Product to solve problems and provide value. This is a Hybrid role working from the office three days per week.

Day to Day:

  • Set up, onboard and train new clients across all Intralinks products and services.
  • Act as subject matter expert driving best practices and the main POC for all client needs.
  • Engage with customers on a regular basis to ensure broad adoption and satisfaction.
  • Analyze and provide intelligence to customers allowing maximum leverage of Intralinks solutions.
  • Identify and implement strategies to improve customer satisfaction and retention.
  • Continuously learn about the ever-changing industry.


Minimum Experience:

  • Education: Bachelor's degree
  • 1-2 years of related experience in a Customer Relationship Management role or Financial Services industry.
  • Experience implementing and supporting SaaS solutions.
  • Able to work standard business hours with flexibility off-hours and ongoing mobile phone (email) monitoring.
  • Presentation skills, communication skills, conflict resolution skills
  • Passionate about customer success

It would be great if you also had prior experience with:

  • Private equity or private equity real estate Investor Services / Administration role
  • Customer support for software and technology solutions for Private Equity organizations
  • Working across multiple client relationships
  • Relationships between Private Capital Fund Managers (GPs) and Investors (LPs)
  • Consultative approach to understanding client workflow and positioning SAAS solutions
  • Experience supporting and troubleshooting Internet-based applications. Demonstrated ability to communicate well with technical resources and utilize strong logic abilities to think through and drive alternative solutions
  • Able to juggle multiple projects with ease, maintain workflow under pressure and in fast paced environment
  • Excellent written and oral communication skills (in person, over the phone and in front of audience of high company rank and technical abilities) and possess strong presentation skills


#WhyJoinIN:
"Intralinks is the platform of choice for secure content distribution and collaboration. We continue to invest in new ideas to evolve our company and provide value to our clients. In this role you'll have impact on supporting Intralinks clients which will allow opportunities for personal and professional growth and create great customer experiences along the way." #WhatLinksUs

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. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. 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.

PDN-9bc5564e-9f73-4b91-9c46-4bccff592d39

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