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Client Engagement Manager
1 month ago
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 over 20,000 employees in 90+ offices across 35 countries, we serve 18,000+ financial services and healthcare organizations worldwide.
About the Role
The Client Engagement Manager will design and implement 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 responsible for delivering services.
Your Responsibilities
- Understand the market we serve, with a strong 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 drive value
- Interface with Bankers, Advisories, lawyers, End Clients, and other business stakeholders on project teams
- Conduct complete requirement gathering sessions, prepare cost estimates, and initial timelines
- Document different Artifacts during project delivery
- Lead Kick-off calls, present delivery plans, and communicate requirements
- Document and provide feedback to Partners and/or Product Management/Development teams on client feedback, challenges, or areas of improvement
Your Experience
- Bachelor's in Business Management, Financial Information Systems, or a 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 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.
