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SS&C

Cloud-based SaaS for financial operations

Client Relationship Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • Knowledge of the financial services regulatory environment.
  • A good understanding of the client service model, business strategy, structure, and product offering.
  • Proven financial and numerical skills and a deep understanding of profit and loss and revenue forecasting.
  • Understanding of the superannuation and funds management industry in Australia and front-, middle-, and back-office operations.
  • At least five years of client relationship management experience.
  • Ability to demonstrate a high degree of autonomy.
  • Ability to engage credibly at the executive level.
  • Good analytical skills.
  • Good verbal reasoning and numeric skills.

Responsibilities

  • Maintain and develop personal relationships with key and senior client contacts internally and externally.
  • Develop a detailed understanding of clients’ and prospects’ businesses, products, strategy, requirements, and the impact on SS&C’s service offering.
  • Engage effectively at the C-suite level with SS&C clients, using industry knowledge to build credibility and executive gravitas.
  • Liaise with leads and heads of internal business areas to monitor and ensure timely, quality service.
  • Achieve year-on-year growth and individual and team sales targets by understanding stakeholders’ financial drivers.
  • Lead capability workshops with clients, explaining how SS&C products, services, and technologies can add value to their businesses.
  • Lead commercial and contractual relationships for clients.
  • Work with clients and SS&C teams to ensure customer satisfaction and communicate potential concerns to internal stakeholders and directors.
  • Serve as the senior point of contact for escalations and own the resolution process from beginning to end.
  • Drive process improvement and change by tracking client change requests and projects and understanding how they fit into strategic roadmaps.
  • Provide relevant information to client contacts and internal stakeholders in a timely manner and appropriate format.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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