Client Relationship Manager

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SS & C Technologies Inc
Manager, CRM, Management, Development, Sales, Accounting
Full Time

Job Description

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge - one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity, then we are the right fit for you.

Job Description:

Client Relationship Manager

SS&C is seeking a Client Relationship Manager, (CRM). In this highly visible role, you will be responsible for managing active accounts as well as onboarding new accounts, for the Distribution Intelligence Solutions division. Onboarding new clients includes extensive hands-on user training of the division's web portal product suite to ensure client engagement. Training, tracking usage and continued outreach to users will be a critical aspect of this role.

Functions include daily client servicing, training, gathering client feedback to drive product enhancements, and working across the team to ensure client engagement. The role is focused on building relationships within client firms in the Financial Services industry.

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 driving the training program, onboarding new clients and ensuring ongoing engagement across clients. This opportunity calls for a CRM that is passionate about learning and growing the business, managing client interactions across the product portfolio and taking companies to the next level. Advance your career with an outstanding new role and competitive compensation plan that rewards top performance.

Responsibilities

  • 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.
  • Client Management: Responsible for relationship development and management with key individuals and senior decision makers at each client
  • 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: Ensure that client feedback is communicated to the product and sales teams to ensure feedback is built into product roadmap and that the SS&C sales team can capture product value and benefits with prospects.


Required Knowledge, Experience And Capabilities

  • 5-10 years of related industry experience
  • Bachelor's Degree in Accounting or Finance
  • 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 importantly, how to say it. Comfortable having difficult conversations without impacting the integrity of the established relationship. Strong communicator, both verbal and written. Ability to establish and maintain long term relationships, in person and over the phone.
  • Go-Getter - willing to go the extra mile with a strong work ethic; self-directed and resourceful. Knows how to take initiative to propose solutions or solve problems. Ability to look back at history and forward to possibilities to create solutions for our clients
  • Achiever - committed to achieving results, independently and as part of a team. Responsive to client's needs, big or small, so that each one feels as if they are the most important. Capable of understanding the strategic impact of decisions while operating effectively at a tactical level to achieve results


Ability to:

  • Prioritize, multi-task, and perform effectively under pressure
  • Manage, administer, and track usage analytics with goal of increasing usage and ensuring clients are able to effectively use data and user interface.
  • Communicate with management on progress and performance of trainees and provide reporting to all levels of management.
  • Gain a full understanding of all Distribution Intelligence Solutions services offered, and effectively communicate this information to prospects, clients and all internal and external stakeholders
  • Continually learn new aspects of all of the products and services offered by the division by participating in ongoing product development, capturing enhancements in training documentation and providing training to clients.


Skills

  • Excellent Communication skills
  • Excellent reporting and presentation skills a must. Ability to speak to stakeholders from all aspects from business and add value to decision-making.
  • Strong organization, communication, and collaboration skills. Can multitask with ease.
  • Demonstrated success in planning and controlling account related activities; use of delegation and effective communication.
  • Demonstrated leadership qualities such as conflict/issue resolution, strategic thinking and ownership
  • Attention to detail and strong organizational skills to manage client contact
  • Ability to manage multiple customer relationships; previous customer experience a must-have;
  • Creative thinking and out of the box solution mindset
  • Ability to understand client business model and proactively create opportunities to drive value.
  • Deep understanding of Agile and Scrum methodology
  • Understanding or experience in Salesforce platform is nice to have
  • 5+ years of experience in financial services industry.
  • 5+ years of experience in a customer service or training capacity.
  • Communicate with management on progress and performance of trainees and provide reporting to all levels of management.
  • Gain a full understanding of all Distribution Intelligence Solutions services offered, and effectively communicate this information to prospects, clients and all internal and external stakeholders
  • Continually learn new aspects of all of the products and services offered by the division by participating in ongoing product development, capturing enhancements in training documentation and providing training to clients.


Location:

New York New York

SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at for assistance.


Company Information

S&C Technologies Holdings (NASDAQ: SSNC) is the world’s largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency. SS&C’s unique business model combines end-to-end expertise across financial services operations with software and solutions to service even the most demanding customers in the financial services and healthcare industries. SS&C owns and operates the full technology stack across securities accounting, front-to-back-office operations, performance and risk analytics, regulatory reporting, and healthcare information processes. SS&C’s trusted and proven technology delivers an unparalleled level of scalable capabilities for the most complex portfolios, the most sophisticated strategies, and the highest volumes of transactions. Through a series of carefully selected acquisitions and organic growth, the breadth and depth of SS&C’s expertise in financial services and healthcare technology are unmatched. Founded in 1986 and headquartered in Windsor, Connecticut, the company is home to 22,000+ employees across 150 office locations in 35 countries globally. With 18,000+ clients across spanning the health and financial services industries, our customer’s needs and requirements are always at the forefront of our strategy.

Dice Id : 10185448
Position Id : R251650
Originally Posted : 2 months ago

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