Client Engagement Manager

1 month ago

London, Greater London, United Kingdom SS&C Technologies Holdings Full time
Job Title: Client Engagement Manager

About SS&C Technologies Holdings

SS&C Technologies Holdings is a global leader in investment, financial services, and software solutions for the financial services and healthcare industries. With a strong presence in over 90 offices across 35 countries, our company empowers 18,000+ financial services and healthcare organizations to manage and account for their investments effectively.

About the Role

The Client Engagement Manager will play a pivotal role in designing and implementing Deal Service solutions tailored to clients' business needs. This position requires close collaboration with core stakeholders within Global Sales, Pre-Sales Engineering, Global Services and Support, Legal, and a network of partners responsible for delivering services. Additionally, the Client Engagement Manager will work closely with Marketing, PMO, SOC, Bid Management, Finance/Billing, Product Management, and Development organizations to ensure seamless project execution.

Key Responsibilities

  • Understand the market we are servicing, with a good knowledge of Financial Technology (M&A, Liens and Loans, Banking, Capital Markets, Alternative Investments)
  • Support Sales by providing a consultative approach to accelerate the sale of Deal Services and driving value
  • Interface with Bankers, Advisories, lawyers, End Clients, and other business stakeholders on the discovery, design, implementation, or delivery of our Deal Services offerings
  • Project Management:
    • Conducts complete requirement gathering sessions, prepares cost estimates and initial timeline
    • Lead Kick-off call and present delivery Plan
    • Communicate requirements and lead/coordinate with internal or external Partners
  • Be forward-thinking to identify gaps and look for ways to optimize and streamline
  • Responsible for researching and maintaining the knowledge of emerging market, technologies and trends with in the Deal Services offered and building solutions to solve business problems
  • Sales opportunity and pipeline management

Requirements

  • Bachelor's in Business management, Financial Information Systems, or another related field. Or equivalent work experience
  • 2+ Years in a Presales or Sales support role
  • 3+ years of experience in a Project Management role and/or Project Management. Business Analyst experience/Attention to detail is a plus
  • 3+ years of experience in a Sales type customer success or customer-facing role
  • Project management certification desired (e.g. PMP, CSM, APM, CompTIA)
  • Experience working with cross-functional technical teams including Sales, Presales, Customer Service, legal, marketing, Finance, Product Management, and Development
  • Demonstrated ability to think strategically about business, products, services and about any technical challenges, with the ability to build and convey compelling value propositions
  • Strong organizational skills, with the ability to work on multiple projects with multiple deadlines
  • Interface with customers, colleagues, management, and project stakeholders, as needed, to ensure overall project success
  • Optimally, has a balanced combination of large corporate and small, entrepreneurial company backgrounds
  • Understands financial markets (e.g. M&A, large Corporates, Liens and Loans, Banking, Capital Markets, Alternative Investments)
  • Experience working with cross-functional technical teams including Customer Service, Product Management, Development, Sales, legal, and marketing
  • Seller and solution mindset
  • French, German, or Spanish speaking is mandatory in support of our EMEA Geo

EEO Statement / Non-agency Disclosure

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's essential to us that we strive to have a workforce that is diverse in the widest sense.

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