SS&C Technologies · 2 hours ago
Customer Engagement Manager
New York, NY
Full-time
Hybrid
Mid Level
$75K/yr - $85K/yr
3+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Customer Engagement Manager who will interface with clients to define Deal Service solutions and work closely with cross-functional teams to meet client needs.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Interface with advisors, corporates and other business stakeholders on the discovery, scoping and sale of our Deal Services offerings
Understand client business needs, gather requirements and recommend best practices through direct client interaction
Work closely with cross-functional teams to assemble services that meet the client’s needs
Prepare cost and timeline estimates, and set client expectations
Manager opportunities and pipeline
Communicate requirements and handover deals to the Deal Service delivery team for execution
Drive sales initiatives across the Field Sales organization to drive overall Deal Services performance
Qualification
Required
Bachelors in business management or other related fields
3+ years of experience in a Sales-type role
Experience working with cross-functional teams including Customer Service, Product Management, Field Sales, Pre-sales, Legal, Marketing, and Finance
Demonstrated ability to think strategically about business, product, and technical challenges, with the ability to build and convey compelling value propositions
Strong organizational skills, with the ability to work on multiple opportunities with multiple deadlines
Excellent listening, oral, and written communication skills
Self-starter with the ability to work independently and manage priorities
Ability to work under pressure in a fast-paced environment and think outside the box
Interface with customers, colleagues, management, and project stakeholders, as needed, to ensure overall project success
Detail and goal oriented
Understands financial markets (e.g. M&A, Corporate, Loans, Asset Management, Private Equity, etc.)
Preferred
Optimally, has a balanced combination of large corporate and small, entrepreneurial company backgrounds
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 (90)
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