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Client Relationship Manager

2 months ago

San Francisco, California, United States SS&C Technologies Full time
Position Overview:

Your main responsibility will be managing client accounts with a strong emphasis on client satisfaction and retention for existing SS&C Technologies clients.

Key Responsibilities:


As a vital member of the cross-functional team (SS&C Client Services), you will also gain exposure to various aspects of client engagement, including additional project work.

This role acts as a key support point for our clients throughout their journey with our products.

Responsibilities include conducting regular check-in calls, overseeing account modifications, and collaborating with the SS&C Client Services team to ensure a seamless experience on our platform.

You will represent the client's voice and will receive training to enhance your product expertise.

This position requires navigating a dynamic and intricate environment, offering numerous opportunities to learn and deliver value to clients.


Essential Qualifications:
- Proven experience within the FinTech sector, with a preference for candidates who have worked on the buy or sell side.
- Ideal candidates will have a background in account or relationship management.
- Demonstrated ability to resolve issues within a complex environment.
- Experience working directly with key decision-makers at client organizations.
- A successful history of managing client escalations and advocating for client needs internally.
- Proven ability to manage client expectations, requests, and timelines effectively.
- Excellent communication skills, with the ability to convey technical concepts to non-technical stakeholders.
- Experience collaborating with cross-functional teams to meet client requirements.
- Adaptability to new processes and procedures.
- Ability to promote a software platform and its services to clients.
- Familiarity with client contract negotiations, particularly in leading discussions.
- Comfort in managing software contract renewals.