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SS&C

Cloud-based SaaS for financial operations

Customer Success Manager - Deal Specialist

Customer SuccessPosted on Nov 11
Full-timeSingapore

About the Job

Requirements

  • Demonstrated ability to work independently and effectively in a fast-paced, customer-focused environment.
  • Strong technical aptitude, analytical skills, and problem-solving skills.
  • Ability to quickly learn complex software platforms and confidently explain features, functionality, and best practices to users.
  • Strong written and verbal communication skills, sound judgment, ability to prioritize requests, and ability to determine when escalation or further investigation is required.
  • Fluency in English is required.

Responsibilities

  • Own the end-to-end customer experience from onboarding through implementation, acting as the primary point of contact and trusted advisor while recommending platform features and solutions that align with customer objectives.
  • Lead the onboarding of new users and deal teams, delivering platform guidance, training, and best-practice recommendations to ensure successful transaction readiness.
  • Manage day-to-day deal activity and customer requests, providing timely resolutions and coordinating with internal teams to address more complex requirements.
  • Collaborate with Support, Technical Support, Engineering, and Product teams to resolve issues, fulfil customer needs, and contribute insights that enhance the overall customer experience and platform offering.
  • Participate in occasional travel for customer meetings, on-site engagements, and company events.

Desired Qualifications

  • Exposure to M&A transactions, deal execution, virtual data rooms, or transaction-management technology is advantageous but not essential.
  • Proficiency in additional languages is highly regarded.
  • A bachelor’s degree in business, finance, technology, or a related discipline is preferred.

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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