Client Success Relationship Manager, Director

Client Success Relationship Manager, Director

SS&C Advent's Customer Success Relationship Managers serve as trusted advisors to our loyal customers, helping them to achieve success with their solutions while maximizing their return on investment. By leveraging a proactive consultative approach, our Relationship Managers bring SS&C Advent's very best ideas, innovations, and capabilities to their portfolio of customers. Our team matches these to the customer's business objectives, determining the best approach for leveraging our software capabilities and providing recommendations on how to achieve the most impactful business outcomes.

Relationship Managers are an integral component of our Global Customer Experience team, and we are looking for strong contributors to join our hybrid team of competitive and experienced professionals focused on transformational processes, customer loyalty, our customers' growth, and ultimately maintenance of our industry-leading renewal rates.

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact

• Proactively identify and prioritize accounts to focus efforts within a defined territory as based on perceived risk, potential growth opportunity, strategic value, and renewal time frame.
• Develop long-term relationships with your portfolio of assigned customers, connecting with key business executives from C level on down. Effectively deliver scheduled business reviews to key business contacts.
• Cultivate an understanding of your customers' business requirements, industry challenges and goals coupled with a strong understanding of how they are using their SS&C Advent solutions to maximize adoption, growth, and account retention as well as the trusted advisor role with the customer.
• Develop account and engagement plans for SS&C Advent customers that outline their critical success factors, metrics for success, potential issues, and dependencies and provide recommendations for each. Collaborate with internal teams such as Services, Sales and Renewals to ensure execution of account and engagement plan.
• Provide strategic oversight during the entire customer journey including implementation, optimization, growth, renewal and ensure a seamless handover of knowledge and responsibilities where appropriate.
• Identify expansion opportunities and collaborate with the sales teams to ensure growth objectives and footprint increase.
• Work closely with the SS&C Advent's Services teams to identify new opportunities and facilitate transitions from Services following implementation, upgrades, migrations, etc.
• Act as a collaborative partner with the Support teams to ensure customer tickets are resolved to the best of SS&C Advent's abilities.
• Be the voice of the customer to Product Management, Product Marketing, Support, Renewals, Services, Sales, Finance, etc. building strong working relationship with each to ensure customer success and consistency of contact.
• Develop a thorough understanding of the SS&C Advent product suite and industry (where not already present).
• Work collaboratively with the Marketing and Sales teams to identify and build customer references.

Required Experience

• BA/BS or equivalent degree or related work experience.
• 4-6 years of direct customer/account management experience in enterprise software, business consulting or a related field.
• Key to this role is being able to articulate value, inspire and sell the SS&C Advent story for transforming the investment management industry. As a trusted advisor and coach, the Relationship Manager is the post-sales success leader for the customer.
• Ability to multi-task and handle complex matters with little supervision and excellent follow-up.
• High degree of organization, efficiency, urgency and follow through on program planning and…