PACER Client Success & Analytics Lead
Listed on 2026-07-30
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Business
Client Relationship Manager, Customer Success Mgr./ CSM, Data Analyst
• Act as the primary point of contact for client inquiries, issues, and escalations, providing timely and accurate resolutions, primarily for PACER.
• Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking.
• Conduct in-depth analysis of client needs and usage patterns to identify opportunities for service improvement and product adoption.
• Collaborate cross-functionally with internal teams (e.g., product development, operations, sales) to ensure seamless client support and issue resolution.
• Provide training and guidance to clients on SS&C products and services, ensuring optimal utilization and understanding.
• Prepare and present client reports, performance metrics, and service level agreement (SLA) reviews.
• Proactively identify potential risks or challenges within client relationships and develop mitigation strategies.
• Participate in client meetings and presentations, representing SS&C Solutions Limited professionally and effectively.
• Contribute to the continuous improvement of client service processes and documentation.
• Stay informed about industry trends, competitive landscape, and SS&C product enhancements to provide informed client support.
Requirements
- Hands‑on experience with SS&C’s PACER asset‑management platform is essential.
- Bachelor's degree in Business, Finance, Information Technology, or a related field.
- Minimum of 3-5 years of experience in a client-facing role, preferably within financial services or technology.
- Proven track record of managing and nurturing client relationships, with a focus on client satisfaction and retention.
- Strong analytical and problem-solving skills with the ability to interpret complex data and identify effective solutions.
- Excellent written and verbal communication skills, with the ability to articulate complex information clearly and concisely.
- Proficiency in Microsoft Office Suite, particularly Excel for data analysis and reporting.
- Experience with CRM software (e.g., Salesforce) is highly desirable.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Strong organizational skills with the ability to prioritize tasks and manage multiple client engagements simultaneously.
- Demonstrated ability to learn new technologies and adapt to evolving product offerings.
🔍 ATS Optimization Keywords
Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to Job Tailor job listings.
Hard Skills
- Data Analysis
- Reporting
- Problem-Solving
- Client Support
- Service Improvement
Soft Skills
- Communication Skills
- Organizational Skills
- Collaboration
- Adaptability
- Client Training
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