Senior Customer Success Manager at Achievers, driving product adoption and customer engagement. Acting as a trusted advisor to help customers unlock business value from our recognition platform.
About the role
- Manage a portfolio of key client accounts at SS&C, a financial services company. Develop strong client relationships and collaborate with cross-functional teams to enhance client experience.
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.
Requirements
- 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
- Your Future: 401k Matching Program, Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel and more!
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Customer Success Manager focusing on post - sale implementation and onboarding for enterprise customers at a privacy startup. Engaging with technical and executive stakeholders for successful deployments.
CRM Manager overseeing Email, SMS, and Direct Mail campaigns at Newell Brands. Responsibilities include campaign execution, performance tracking, and cross - functional coordination in a hybrid work environment.
CRM Marketing Associate managing end - to - end execution of CRM campaigns at Deliveroo. Collaborating with teams to enhance customer engagement and marketing effectiveness in the UAE.
Customer Success Manager supporting customer onboarding and engagement for top clients in IT. Collaborating with stakeholders to enhance customer relationships and implement success strategies.
Customer Success Manager coordinating with healthcare facilities in Berlin/Brandenburg. Supporting digital development and managing IT requirements while providing strategic consultation.
Dealer Success Manager acting as a strategic consultant and customer - centric partner for Capital One's auto dealers. Collaborating to develop and execute market strategies to achieve sales goals.
Customer Success Manager focused on supporting clients in digital marketing solutions. Responsibilities include onboarding, KPI monitoring, and strategic consultation for customer growth.
Customer Success Specialist managing onboarding and support for clients on Allwork's freelance management platform. Collaborating with teams to deliver smooth user experiences and operational success.
Client Success Manager acting as primary liaison for clients after implementation, building trust and ensuring optimal software usage. Collaborates closely with cross - functional teams and advocates for client needs.