SS&C Technologies · 4 hours ago
Delivery Engagement Manager
Atlanta, GA
Full-time
Hybrid
Mid Level
$90K/yr - $100K/yr
3+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Delivery Engagement Manager will be responsible for leading client engagements, gathering requirements, and providing consultative support to drive the sale of Deal Services while ensuring project success through effective communication and documentation.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Lead Kick-off call and present implementation or delivery plan
Lead/participate in client requirement gathering sessions to define and understand the overall client use case, requirements, infrastructure, pain points, and existing systems
Recommend and design Deal Service solutions based on best practices, Intralinks product guidelines, and rational sense
Document different artifacts (i.e., Requirement document, custom processes, Work Instructions, etc.) pertaining to the required service or Intralinks product/service
Communicate requirements and lead/coordinate with external Partners
Validate the accuracy of the implemented service throughout the project life cycle
Document and provide feedback to the Partners and/or Product Management/Development team on client feedback, any challenges, or areas of improvement
Validate Partner invoices against closed project opportunities
Seeks opportunities to upsell products and services
Be forward-thinking to identify gaps and look for ways to optimize and streamline
Understand the market we are servicing, good 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 driving the value
Understand client business needs, gather initial requirements, recommend best practices through direct client interaction, and work closely with cross-functional teams to assemble Services that meet the client’s needs
Capable of preparing cost estimates with feasibility analysis & talking to rate cards, calculating and managing timelines, and setting client expectations
Sales opportunity and pipeline management
Qualification
Required
Bachelor's in Business management, Financial Information Systems, or another related field. Or equivalent work experience
2+ Years in a Presales or Sales support role
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
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 about any 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
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, Pre-sales, legal, and marketing
Preferred
Optimally, has a balanced combination of large corporate and small, entrepreneurial company backgrounds
Spanish speaking is a plus in support of our Latin America Geo
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 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
2026-02-03
Business Wire
2026-02-02
2026-01-20
Company data provided by crunchbase