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SS&C

Cloud-based SaaS for financial operations

Delivery Engagement Manager

Pre-Sales Solution Engineering +1Confirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • A bachelor's degree in Business Management, Financial Information Systems, or another related field, or equivalent work experience.
  • Project management and business analyst experience are required.
  • Previous experience in a presales or sales-type customer success or customer-facing role is essential.
  • Japanese and English speaking ability is required.
  • Experience working with cross-functional technical teams, including Sales, Presales, Customer Service, legal, marketing, Finance, Product Management, and Development.
  • Demonstrated ability to think strategically about business, products, services, and technical challenges, and to build and convey compelling value propositions.
  • Strong organizational skills and ability to manage multiple projects with multiple deadlines.
  • Ability to interface with customers, colleagues, management, and project stakeholders to ensure overall project success.
  • Understanding of financial markets, including M&A, large corporates, liens and loans, banking, capital markets, and alternative investments.
  • Experience working with cross-functional technical teams including Customer Service, Product Management, Development, Sales, Presales, legal, and marketing.

Responsibilities

  • Lead kickoff calls and present implementation or delivery plans.
  • Lead or participate in client requirements-gathering sessions to define and understand the overall client use case, requirements, infrastructure, pain points, and existing systems.
  • Recommend and design Deal Service solutions based on best practices, Intralinks product guidelines, and practical considerations.
  • Document artifacts related to the required service or Intralinks product or service, including requirements documents, custom processes, and work instructions.
  • Communicate requirements and lead or coordinate with external partners.
  • Validate the accuracy of the implemented service throughout the project lifecycle.
  • Document and provide feedback to partners and/or the Product Management and Development teams on client feedback, challenges, or areas for improvement.
  • Validate partner invoices against closed project opportunities.
  • Identify opportunities to upsell products and services.
  • Identify gaps and find ways to optimize and streamline processes.
  • Understand the market served, including financial technology areas such as M&A, liens and loans, banking, capital markets, and alternative investments.
  • Support Sales with a consultative approach to accelerate sales of Deal Services and communicate their value.
  • Understand client business needs, gather initial requirements, recommend best practices through direct client interaction, and work with cross-functional teams to assemble services that meet client needs.
  • Prepare cost estimates with feasibility analysis, discuss rate cards, calculate and manage timelines, and set client expectations.
  • Manage sales opportunities and pipeline.

Desired Qualifications

  • A balanced combination of experience in large corporate and small, entrepreneurial company environments is optimal.

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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