Sr. Client Relations Manager Job Listing at SS&C Technologies in New York, NY (Job ID R24324)

Description

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

Sr. Client Relationship Manager

Locations: New York, NY | Hybrid

Get To Know The Team:

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 & a 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
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• 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:

• 5-10 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 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:

• 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
• 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.
• 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 strategic thinking and issue resolution
• 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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. SS&C offers a robust suite of benefits including medical, dental, and vision plans, paid time off and holidays.

NY: Salary range for the position: $85,930 USD to $119,340 USD.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

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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 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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. NY: Salary range for the position: 85,930 USD to 119,340 USD. Other States Salary range for the position: 71,000 USD to 116,000 USD.

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