Leader of Client Success overseeing a team to ensure client success in investment management solutions. Establishing strategy and executive-level relationships for client loyalty and expansion.
Responsibilities
Define and execute the Client Success strategy for the Investment Management segment.
Align team objectives with corporate growth, retention, and client experience goals.
Serve as an executive sponsor for key strategic accounts.
Lead, coach, and develop a high-performing team of Client Success Managers.
Establish clear performance metrics tied to retention, expansion, client satisfaction, and adoption.
Foster a culture of accountability, consultative engagement, and continuous improvement.
Ensure the team operates as trusted advisors, bringing forward SS&C Advent’s most innovative capabilities and aligning them to client business priorities.
Guide clients in optimizing front-, middle-, and back-office workflows through best practices and transformational process improvements.
Drive industry-leading renewal rates and identify opportunities for expansion within existing accounts.
Provide voice-of-customer insights to influence product innovation and service enhancements.
Requirements
Deep understanding of the Investment Management industry (asset managers, wealth managers, RIAs, institutional investors).
Proven experience leading Customer/Client Success, Relationship Management, or Account Management teams within financial technology or investment services.
Strong executive presence with the ability to influence senior stakeholders.
Track record of driving measurable retention, expansion, and client satisfaction outcomes.
Strategic thinker with operational discipline and data-driven decision-making skills.
Willingness to roll up their sleeves and personally manage client relationships, in addition to leadership.
Experience leading hybrid or geographically distributed teams.
Willingness to travel – 35%
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!
Consultant(e) CRM & Marketing Automation pour VO2 Group, travaillant sur des stratégies relationnelles performantes. Expérience comptant avec Grands Comptes dans les secteurs Luxe, Retail et Cosmétique.
Vice President driving customer success initiatives for Behaviorally, a leader in digital shopper marketing. Leading accounts and strategic direction with impact in shopper insights.
Director of Customer Success at Behaviorally, guiding senior clients and managing high - value accounts. Leading strategies on shopper insights to drive growth in the packaging industry.
Senior Client Success Manager at Collinson driving client engagement and product adoption in the travel ecosystem. Collaborating across teams to optimize product strategy and client satisfaction.
Managing Partner success in Brisbane and accelerating growth for Xero's accounting ecosystem. Collaborating with firms to embed Xero's Practice Tools and drive sustainable revenue growth.
Customer Success Sr. Specialist at Mastercard engaging stakeholders and optimizing services. Supporting business growth through effective solutions in the payments ecosystem.
Client Experience Specialist at Canada Life providing administrative support to advisors and ensuring excellent client service. Handling inquiries and coordinating client communication in a financial services environment.
Senior Specialist in CRM Onboarding & Engagement improving user activation and retention at McAfee. Designing onboarding pathways and performing analytics for product adoption and engagement strategies.
Customer Success Specialist focusing on automation and chatbot for enhancing customer experiences at Up.p. You will connect data, technology, and empathy to deliver value to each interaction.
Customer Success Operations Specialist ensuring customer satisfaction and operational efficiency through collaboration and operational excellence. Managing inquiries and supply commitments to meet customer expectations.