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Client Engagement Manager
2 months ago
About SS&C Technologies
SS&C Technologies Holdings is a global leader in the financial services industry, providing innovative solutions for investment, financial services, and software. With over 20,000 employees in 35 countries, we serve 18,000 financial services and healthcare organizations worldwide.
About the Role
The Client Engagement Manager will be responsible for designing and implementing Deal Service solutions tailored to clients' business needs. This role requires close collaboration with cross-functional teams, including Sales, Pre-Sales Engineering, Global Services, and Support, as well as a network of partners.
Your Responsibilities
- Understand the market and financial technology landscape, with a focus on M&A, Liens and Loans, Banking, Capital Markets, and Alternative Investments.
- Support Sales by providing a consultative approach to accelerate the sale of Deal Services and drive value.
- Interface with clients, colleagues, management, and project stakeholders to ensure overall project success.
- Conduct requirement gathering sessions, prepare cost estimates, and lead project delivery.
- Document project artifacts, provide feedback to partners and product management, and identify areas for improvement.
Your Experience
- Bachelor's degree in Business Management, Financial Information Systems, or a related field.
- 2+ years in a Presales or Sales support role.
- 3+ years of experience in Project Management, Business Analysis, or a related field.
- Experience working with cross-functional technical teams, including Sales, Customer Service, Product Management, and Development.
- Demonstrated ability to think strategically and build compelling value propositions.
- Strong organizational skills and ability to work on multiple projects with multiple deadlines.
EEO Statement / Non-agency Disclosure
SS&C Technologies Holdings is an equal opportunities employer and welcomes applications from diverse backgrounds. We strive to create a workforce that reflects the diversity of our clients and the communities we serve.
