Strategic Client Executive - Relationship Management

SS&C Technologies • New York, NY

3d • $190,000 - $199,000

About The Position

The Strategic Client Executive - Relationship Management role is responsible for building and maintaining effective long-term relationships and high satisfaction among senior decision makers and influencers across an assigned group of US mutual fund, brokerage, and/or retirement accounts within US Global and Investor Distributions Solutions. The executive raises awareness and demand for SS&C products and services, expands relationships through additional offerings, and conducts regular status and strategy meetings with client senior management to understand client needs and connect them to SS&C's product and service strategies.

The role leads strategic account planning, client expectations, solution development, contract and service-level performance, and revenue growth across a client portfolio. It works with internal teams to deliver client solutions, advises SS&C executives on client strategies, supports financial planning and analysis, contributes to business strategy and partnership due diligence, and partners with sales and marketing leadership on renewals, coverage, risks, and opportunities.

Requirements

• Proven track record in client relationship management, service delivery, and/or sales of technology products and services.
• Comprehensive, current knowledge of financial industry trends.
• Superior knowledge of financial services products, services, functions, and principles, including mutual funds, retirement, asset management, alternatives, brokerage, and customer service.
• Superior negotiation and presentation skills in internal and external senior executive settings.
• Strong organizational, communication, and leadership skills demonstrated by prior professional success.
• Strong contract management and negotiation skills with a high close rate.
• Ability to foster and develop partnerships across the enterprise.
• Ability to network, partner, and influence leaders across the organization to advance the business.
• Ability to manage multiple high-priority items simultaneously.

Responsibilities

• Manage strategic client relationships, account planning, client expectations, and client solutions, ensuring work meets or exceeds contract and service-level obligations.
• Negotiate contracts and schedules on behalf of SS&C and grow revenue across the client portfolio.
• Facilitate teams addressing client business needs and ensure recommended solutions are implemented successfully.
• Meet with client executives and upper management to understand business strategies and share relevant information with SS&C executives.
• Identify opportunities to improve client businesses or introduce SS&C solutions aligned with their strategic objectives.
• Coordinate with Corporate FP&A to provide analysis and explanations for quarterly results, budgets, and forecasts.
• Develop and deliver complex business presentations to senior leadership internally and externally.
• Participate in modeling and due diligence supporting business strategy, partnerships, and acquisitions.
• Partner with the business on pricing or product design changes and decisions.
• Manage designated strategic partner relationships with SS&C.
• Partner with sales and marketing leadership on strategies, renewal forecasting, coverage plans, and account risks and opportunities.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan with company match
• Paid time off
• Paid holidays
• Parental leave
• Professional development reimbursement opportunity
• Potential consideration for an annual discretionary bonus and/or equity awards, such as restricted stock units or stock options, based on individual and business performance and company discretion

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed