Implementation & Client Success Manager
About The Position
SS&C Innovest seeks a dynamic, detail-oriented Implementation & Client Success Manager to join its Specialty Assets Operations team. 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. SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions 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.
Requirements
- 3–5+ years of experience in Software Implementation, Technical Project Management, or Client Success within the B2B SaaS space.
- Must have a high comfort level learning proprietary, complex, legacy systems (e.g., understanding database relationships) with some query language proficiency.
- Exceptional presentation and verbal communication skills, with the ability to explain highly complex software concepts in simple terms.
- Adept at analyzing and interpreting client needs & offering appropriate solutions.
- A love of learning and solving problems combined with a highly inquisitive and intuitive mindset.
Nice To Haves
- Experience working with legacy software architectures or database environments, particularly UniVerse or 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.
Responsibilities
- 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, and validate complex 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.
- Nurture Key Relationships: Drive regular monthly or quarterly check-in calls with existing clients to monitor system 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.
- 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 for new users and continuous education on advanced system features.
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
