SS&C Technologies · 14 hours ago
Sr. Client Relations Specialist - PA-CRM-Q1-2026-R001
Braintree, MA
Full-time
Hybrid
Senior Level
5+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Senior Client Relations Specialist to manage key client accounts, develop strong client relationships, and collaborate with cross-functional teams to enhance client satisfaction and retention.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Manage a portfolio of key client accounts, acting as the primary relationship manager and strategic advisor
Develop and maintain strong, long-lasting client relationships by understanding their business needs, objectives, and challenges
Serve as the internal client advocate, collaborating with cross-functional teams (e.g., product, operations, sales, support) to ensure timely and effective resolution of client issues and requests
Proactively identify opportunities for client growth and expansion of services, working closely with the sales team
Conduct regular client reviews and strategic discussions to assess performance, identify areas for improvement, and communicate value
Onboard new clients and ensure a smooth transition into SS&C GIDS's services, providing ongoing training and support as needed
Monitor client satisfaction levels and implement strategies to enhance the client experience and retention
Prepare and present client reports, performance metrics, and strategic recommendations
Stay informed about industry trends, competitive landscape, and SS&C GIDS product updates to provide relevant insights to clients
Act as a mentor and provide guidance to junior client relations specialists
Qualification
Required
Bachelor's degree in Business Administration, Finance, Marketing, or a related field
Minimum of 5-7 years of experience in a client-facing role within the financial services or technology industry, with a strong preference for experience in wealth management, asset management, or fintech
Proven track record of successfully managing and growing key client accounts
Exceptional communication, interpersonal, and presentation skills, with the ability to articulate complex information clearly and concisely
Strong analytical and problem-solving abilities, with a detail-oriented approach
Demonstrated ability to work independently and as part of a team in a fast-paced environment
Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint)
Ability to travel occasionally to client sites as required
Understanding of SS&C GIDS products and services is a significant advantage
Benefits
Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
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 It is a sub-organization of SS&C Black Diamond Wealth Solutions.
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
EVP, Chief Financial Officer
Recent News
2026-01-20
2026-01-16
Company data provided by crunchbase