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. If you love deep-diving into complex systems but also thrive when presenting to stakeholders and building long-term client trust, this role is for you.
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
