Implementation & Client Success Manager

Implementation & Client Success Manager

Locations:
Fort Worth, TX, Jacksonville, FL, Denver, CO | Hybrid

SS&C Innovest seeks a dynamic, detail-oriented Implementation & Client Success Manager to join its Specialty Assets Operations team. Apply your cutting-edge skills to support a powerful suite of products serving the financial services industry. With offices in New York, Texas and California, SS&C Innovest specializes in trust, wealth management, payments, unique and hard-to-value assets, securities operations, and information systems. This position will own the client journey from onboarding through long-term partnership via three primary responsibilities:
Project Manager for complex data and system conversions, Trusted Advisor for ongoing client relationship management, and Product Expert delivering high-impact demos and training. If you love deep-diving into complex systems but also thrive when presenting to stakeholders and building long-term client trust, this role is for you.

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.

Implementation & Project Management (40%)

• Lead Complex Onboardings:
  Act as the primary project manager directing new client onboarding, system conversions, and data migrations.

• Data Conversion Strategy:
  Partner with our internal technical teams to map, translate, and validate complex trust accounting and asset management data into our system.

• Project Governance:
  Define project scopes, timelines, and milestones, ensuring implementations are delivered accurately and on schedule.

Client Success & Relationship Management (40%)

• Nurture Key Relationships:
  Drive regular monthly or quarterly check-in calls with existing clients to monitor system health, satisfaction, and retention.

• Strategic Communication:
  Act as the dedicated, non-technical point of contact for client escalations, broad product announcements, and operational updates.

• Bridge the Gap:
  Translate complex client business requirements into actionable insights for our development and product teams.

Product Demos & Training (20%)

• Conduct Compelling Demos:
  Lead engaging, tailored product demonstrations for high-value prospects and existing clients looking to expand their usage.

• Empower Users:
  Design and deliver comprehensive training sessions for new users and continuous education on advanced system features.

Required Experience

• Experience:
  
  3–5+ years of experience in Software Implementation, Technical Project Management, or Client Success within the B2B SaaS space.

• Technical Aptitude:
  Must have a high comfort level learning proprietary, complex, legacy systems (e.g., understanding database relationships) with some query language proficiency.

• Communication Mastery:
  Exceptional presentation and verbal communication skills, with the ability to explain highly complex software concepts in simple terms.

• Client support:
  Adept at analyzing and interpreting client needs & offering appropriate solutions.

• Intangibles: A love of learning and solving problems combined with a highly inquisitive and intuitive mindset.

What Sets You Apart (preferred qualifications)

• Experience working with legacy software architectures or database environments, particularly Uni Verse or other multi-value databases and pick BASIC.

• Background working specifically in fintech, wealth management, trust banking, or specialized asset management.

• Strong foundational knowledge of trust accounting/management, or complex financial assets.

• Knowledge of oil & gas revenue processing and/or loan processing.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development…