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SS&C

Cloud-based SaaS for financial operations

Customer Success Manager

Account ManagementConfirmed live in the last 24 hours
Full-timeMissouri, USARemote

About the Job

Requirements

  • A college degree or equivalent experience.
  • Three to five years of experience in enterprise customer success, account management, customer service, or a similar area.
  • Previous experience in a technology company, ideally in software as a service.
  • Ability to generate reports, analyze data, and present it to customers.
  • Computer proficiency, including Microsoft Excel.
  • Comfort working in a startup setting is ideal.
  • Ability to manage multiple customers simultaneously.
  • Ability to communicate problems and solutions clearly, effectively, and kindly.
  • Problem-solving ability, including knowing when to collaborate and escalate issues.

Responsibilities

  • Build long-term relationships with customers.
  • Ensure timely renewals and participate in legal negotiations.
  • Serve as a trusted advisor to customers and partner with sales, professional services, legal, finance, engineering, and other teams to advocate solutions.
  • Develop and own customer success strategies, account plans, and best practices.
  • Become proficient in the product and perform setup tasks for customers.
  • Own the renewal process for key enterprise accounts, with a focus on growth and expansion.
  • Serve as the primary point of contact for customer support.
  • Run and provide performance reports to key clients quarterly and annually.
  • Coordinate and manage customer escalations; keep customer executives and business stakeholders appraised of progress; ensure timely progress toward resolution; and report and escalate issues internally.
  • Advocate for customers and represent their needs and perspective internally to ensure continued product utilization and expansion.

Desired Qualifications

  • Comfort working in a startup setting.

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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