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Implementation & Client Success Manager

SS&C

  • Fort Worth, Texas
  • 5 days ago

    Highlights

    This position will own the client journey from onboarding through long-term partnership via three primary responsibilities: Project Manager for complex data and system conversions, Trusted Advisor for ongoing client relationship management, and Product Expert delivering high-impact demos and training. With offices in New York, Texas and California, SS&CInnovestspecializes in trust, wealth management, payments, unique and hard-to-value assets, securities operations, and information systems.

    Numbers & Facts

    LocationFort Worth, Texas

    Description

    SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

    Job Description

    Implementation & Client Success Manager

    Locations:Fort Worth, TX, Jacksonville, FL, Denver, CO | Hybrid

    About the Role

    SS&CInnovestseeksa dynamic, detail-orientedImplementation & Client Success Managerto join its Specialty Assets Operations team. Apply yourcutting-edgeskills to support a powerful suite of products serving the financial services industry. With offices in New York, Texas and California, SS&CInnovestspecializes in trust, wealth management, payments, unique and hard-to-value assets, securities operations, and information systems.This position will own the client journey from onboarding through long-term partnership via three primary responsibilities:Project Managerfor complex data and system conversions,Trusted Advisorfor ongoing client relationship management, andProduct Expertdelivering high-impact demos and training. If you lovedeep-divinginto complex systems but also thrive when presenting to stakeholders and building long-term client trust, this role is for you.

    Why Join SS&C 

    SS&C combines proprietary technology with deep industryexpertiseto support complex financial and health care operations. Our teams design, implement, andoperatesolutions that help clients manage data, automate processes, and scale their businesses with confidence.

    You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

    How You Will Make an Impact  

    Implementation & Project Management (40%) 

    • Lead Complex Onboardings:Act as the primary project manager directing new client onboarding, system conversions, and data migrations.
    • Data Conversion Strategy:Partner with our internal technical teams to map, translate, andvalidatecomplex trust accounting and asset management data into our system.
    • Project Governance:Define project scopes, timelines, and milestones, ensuring implementations are delivered accurately and on schedule.

    Client Success & Relationship Management (40%)

    • Nurture Key Relationships:Drive regular monthly or quarterly check-in calls with existing clients tomonitorsystem health, satisfaction, and retention.
    • Strategic Communication:Act as the dedicated, non-technical point of contact for client escalations, broad product announcements, and operational updates.
    • Bridge the Gap:Translate complex client business requirements into actionable insights for our development and product teams.
    • Product Demos & Training (20%)
    • Conduct Compelling Demos:Lead engaging, tailored product demonstrations for high-value prospects and existing clients looking to expand their usage.
    • Empower Users:Design and deliver comprehensive training sessions fornew usersand continuous education on advanced system features.

    Required Experience 

    • Experience:3–5+ years of experience in Software Implementation, Technical Project Management, or Client Success within the B2B SaaS space.
    • Technical Aptitude:Must have a high comfort levellearningproprietary, complex, legacy systems (e.g., understanding database relationships) with some query languageproficiency.
    • Communication Mastery:Exceptional presentation and verbal communication skills, with the ability to explainhighly complexsoftware concepts in simple terms.
    • Client support:Adept at analyzing and interpreting client needs & offering appropriate solutions.
    • Intangibles:A love of learning and solving problems combined with a highly inquisitive and intuitive mindset.

    What Sets You Apart(preferred qualifications)

    • Experience working with legacy software architectures or database environments, particularlyUniVerseor other multi-value databases and pick BASIC.
    • Background working specifically in fintech, wealth management, trust banking, or specialized asset management.
    • Strong foundational knowledge of trust accounting/management, or complex financial assets.
    • Knowledge of oil & gas revenue processing and/or loan processing.

    Join SS&C, where innovation meets global opportunities.Click heretoapply. 

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    Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

    SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

    Applications will be accepted on an ongoing basis until the position is filled.

    SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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