SS&C Technologies

Implementation & Client Success Manager

SS&C Technologies  •  United States (Remote)  •  21 hours ago
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Job Description

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.

Implementation & Client Success Manager

LocationsFort Worth, TX, Jacksonville, FL, Denver, CO | Hybrid

About the Role

SS&CInnovestseeksa dynamic, detail-oriented Implementation & Client Success Managerto join its Specialty Assets Operations team. Apply yourcutting-edgeskills to support a powerful suite of products serving the financial services industry. With offices in New York, Texas and California, SS&CInnovestspecializes in trust, wealth management, payments, unique and hard-to-value assets, securities operations, and information systems.

This position will own the client journey from onboarding through long-term partnership via three primary responsibilities: Project Managerfor complex data and system conversions, Trusted Advisorfor ongoing client relationship management, and Product Expertdelivering high-impact demos and training. If you lovedeep-divinginto complex systems but also thrive when presenting to stakeholders and building long-term client trust, this role is for you.

Why Join SS&C

SS&C combines proprietary technology with deep industryexpertiseto support complex financial and health care operations. Our teams design, implement, andoperatesolutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

Implementation & Project Management (40%)

  • Lead Complex Onboardings:Act as the primary project manager directing new client onboarding, system conversions, and data migrations.
  • Data Conversion Strategy:Partner with our internal technical teams to map, translate, and validatecomplex trust accounting and asset management data into our system.
  • Project Governance:Define project scopes, timelines, and milestones, ensuring implementations are delivered accurately and on schedule.

Client Success & Relationship Management (40%)

  • Nurture Key Relationships:Drive regular monthly or quarterly check-in calls with existing clients to monitorsystem health, satisfaction, and retention.
  • Strategic Communication:Act as the dedicated, non-technical point of contact for client escalations, broad product announcements, and operational updates.
  • Bridge the Gap:Translate complex client business requirements into actionable insights for our development and product teams.
  • Product Demos & Training (20%)
  • Conduct Compelling Demos:Lead engaging, tailored product demonstrations for high-value prospects and existing clients looking to expand their usage.
  • Empower Users:Design and deliver comprehensive training sessions for new usersand continuous education on advanced system features.

Required Experience

  • Experience:3–5+ years of experience in Software Implementation, Technical Project Management, or Client Success within the B2B SaaS space.
  • Technical Aptitude:Must have a high comfort level learningproprietary, complex, legacy systems (e.g., understanding database relationships) with some query languageproficiency
  • Communication Mastery:Exceptional presentation and verbal communication skills, with the ability to explain highly complexsoftware concepts in simple terms.
  • Client support:Adept at analyzing and interpreting client needs & offering appropriate solutions.
  • Intangibles:A love of learning and solving problems combined with a highly inquisitive and intuitive mindset.

What Sets You Apart(preferred qualifications)

  • Experience working with legacy software architectures or database environments, particularlyUniVerseor other multi-value databases and pick BASIC.
  • Background working specifically in fintech, wealth management, trust banking, or specialized asset management.
  • Strong foundational knowledge of trust accounting/management, or complex financial assets.
  • Knowledge of oil & gas revenue processing and/or loan processing.

Join SS&C, where innovation meets global opportunities. Click heretoapply.

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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.Colorado: The expected base salary for the position is between 80,000 USD to 90,000 USD.In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

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.

SS&C Technologies

About SS&C Technologies

SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 22,000 financial services and healthcare companies, with over 27,000 employees and operations in more than 35 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world.

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Industry
IT & Software
Company Size
10,000+ employees
Headquarters
Windsor, CT
Year Founded
1986
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