SS&C Technologies · 1 day ago
Associate Director, Client Success Manager
New York, NY
Full-time
Hybrid
Mid, Senior Level, Lead/Staff
$150K/yr - $160K/yr
4+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Associate Director, Client Success Manager will serve as a trusted advisor to customers, helping them achieve success with their Advent and Eze solutions while maximizing their return on investment.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Proactively identify and prioritize accounts to focus efforts within a defined territory as based on perceived risk, potential growth opportunity, strategic value, and renewal time frame
Develop long-term relationships with your portfolio of assigned customers, connecting with key business executives from C level on down. Effectively deliver scheduled business reviews to key business contacts
Cultivate an understanding of your customers’ business requirements, industry challenges and goals coupled with a strong understanding of how they are using their Advent and Eze solutions to maximize adoption, growth, and account retention as well as the trusted advisor role with the customer
Develop account and engagement plans for Advent and Eze customers that outline their critical success factors, metrics for success, potential issues, and dependencies and provide recommendations for each. Collaborate with internal teams such as Services, Sales and Renewals to ensure execution of account and engagement plan
Provide strategic oversight during the entire customer journey including implementation, optimization, growth, renewal and ensure a seamless handover of knowledge and responsibilities where appropriate
Identify expansion opportunities and collaborate with the sales teams to ensure growth objectives and footprint increase
Work closely with the Advent and Eze Services teams to identify new opportunities and facilitate transitions from Services following implementation, upgrades, migrations, etc
Act as a collaborative partner with the Support teams to ensure customer tickets are resolved to the best of Advent and Eze’s abilities
Drive the value of Advent and Eze’s Community through increasing customer registration and engagement whenever possible
Be the voice of the customer to Product Management, Product Marketing, Support, Renewals, Services, Sales, Finance, etc. building strong working relationship with each to ensure customer success and consistency of contact
Develop a thorough understanding of the Advent and Eze product suite and industry (where not already present)
Work collaboratively with the Marketing and Sales teams to identify and build customer references
Qualification
Required
BA/BS or equivalent degree or related work experience
4-6 years of direct customer/account management experience in enterprise software, business consulting or a related field
Key to this role is being able to articulate value, inspire and sell the Advent and Eze story for transforming the investment management industry
Ability to multi-task and handle complex matters with little supervision and excellent follow-up
High degree of organization, efficiency, urgency and follow through on program planning and execution
Possess excellent verbal and written communication skills inclusive of outstanding presentation development and delivery skills, with the ability to inform, influence and impact all levels of management
Demonstrated ability to communicate effectively, present and influence credibly at all levels of the organization, including executive and C-level
Ability to prioritize and perform effectively in all situations
Aptitude for both analyzing technical concepts and translating them into business terms and for mapping business requirements to technical solutions
History of strategic and innovative thinking – exercises great judgment and decision-making capabilities
Demonstrated ability to grow relationships and expand platform footprints with the customer firm
Excellent interpersonal skills and the confidence to be an honest advocate, willing to push back when needed
Prior hands-on working knowledge and/or implementation of a complex solution within the FinTech space
Strong collaboration and team working skills
Excellent follow-up skills with great attention to detail
Willing to travel 15-30%
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
Executive Vice President and Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase