SS&C Technologies · 6 hours ago
PA-RM-Q4-R001 Principal Client Relationship Executive
North Carolina, United States
Full-time
Hybrid
Lead/StaffSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. As a Principal Client Relationship Executive, you will build and maintain long-term relationships with key decision-makers, develop demand for the organization's products and services, and ensure client satisfaction through strategic account management.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Accountable for strategic client relationship management, client account planning, managing client expectations, developing client solutions, and ensuring that the work performed meets or exceeds contract and service level obligations
Negotiate contracts and schedules on behalf of SS&C and grow the revenue attained across their client portfolio
Facilitate teams assembled to address a client's business need and ensure that the recommended solutions are successfully implemented
Meet with executives and upper management at client organizations to understand the client's business strategies and share this information with key executives in our organization
Collaborate with clients to identify areas to improve a client's business or introduce an SS&C solution that aligns with and improves the client's ability to achieve their strategic objectives
Coordinate with Corporate FP&A team to provide analytical support and explanations for quarterly results, budgets, and forecasts
Develop and deliver complex business presentations to senior leadership internally and externally
Proactively participate in modeling and due diligence in support of business strategy, partnerships, and acquisitions
Partner with the business in any pricing or product design changes and/or decisions
Manage designated client strategic partner relationships with SS&C
Partner with sales and marketing leadership to align on strategies, renewal forecasting, coverage plans, and account risk and opportunities
Qualification
Required
Proven track record in client relationship management, service delivery and/or sales of technology products and services
Comprehensive and current knowledge of financial industry trends
Superior knowledge of products, services, functions and principles in the Financial Services field, including but not limited to mutual funds, retirement, asset management, alternatives, brokerage, and customer service
Superior negotiation and presentation skills in both internal and external settings at the senior executive level
Masterful organizational, communication, and leadership skills, demonstrated by previous professional success
Strong contract management and negotiation skills with a high close rate
Ability to foster and develop partnerships across the enterprise
Ability to network, partner, and influence leaders in various parts of the organization to move the business forward
Ability to manage multiple high priority items at one time
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
Founded in 1986
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