Sr. Client Relationship Manager - PA-BAS_Q3-2026-R003

SS&C•Kansas City, MO

2d•Hybrid

About The Position

This role is responsible for nurturing and expanding relationships with a portfolio of key clients, ensuring their satisfaction, and identifying opportunities for growth within DST Technologies' Professional Accounting - Business Advisory Services (PA-BAS) sector. Specifically, this role will help lead and ensure success of a variety of client events including conversions, mergers, liquidations, etc.

Requirements

Bachelor's degree in Business Administration, Finance, Accounting, Marketing, or a related field.
Minimum of 7-10 years of experience in client relationship management, account management, or sales within the financial services or professional services technology sector.
Proven track record of successfully providing client support.
Strong understanding of the mutual fund industry.
Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex technical and business concepts to diverse audiences.
Demonstrated ability to build rapport, influence stakeholders, and negotiate effectively.
Self-motivated, proactive, and results-oriented with a strong client-centric approach.
Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.

Nice To Haves

MBA is a plus.

Responsibilities

Manage and cultivate strong, long-lasting client relationships with assigned accounts in the PA-BAS sector.
Act as the primary point of contact for clients, understanding their business objectives, challenges, and requirements.
Develop and execute strategic account plans to achieve client retention, satisfaction, and revenue growth targets.
Proactively identify automation opportunities and process improvements of the common initiatives frequently performed in the team.
Collaborate closely with internal teams (e.g., client relationship teams, product development, service delivery, technical support, operations, financial control) to ensure client needs are met and issues are resolved efficiently.
Prepare and deliver compelling presentations, proposals, and reports to clients, showcasing the value and benefits of DST Technologies' offerings.
Monitor client satisfaction, gather feedback, and implement strategies for continuous improvement
Stay informed about industry trends, competitor activities, and new product/service offerings relevant to the PA-BAS market.