Strategic Client Executive - Relationship Management

SS&C•New York, NY

2d•$190,000 - $199,000

About The Position

As a Principal Client Relationship Executive within US Global and Investor Distributions Solutions, you will build and maintain effective long-term relationships and a high level of satisfaction with senior decision makers and influencers across an assigned group of US mutual fund, brokerage, and/or retirement client accounts. You will identify, develop, and create demand for SS&C products and services, raise their profile with customers, and grow relationships by expanding product and service offerings. The role includes regular status and strategy meetings with customer senior management to understand client needs and connect them with SS&C’s product and service strategies. You will manage strategic client relationships, account planning, client expectations, solution development, and service delivery against contract and service-level obligations. You will negotiate contracts and schedules, grow portfolio revenue, coordinate teams that address client needs, and support successful implementation of recommended solutions. The role also involves executive engagement, business presentations, financial analysis support, strategic due diligence, pricing and product decisions, and collaboration with sales and marketing leadership on renewals, coverage plans, risks, and opportunities. The position is with SS&C, a provider of technology and services for financial services and healthcare organizations. The role is based in New York, NY and may be performed hybrid or remotely. The expected base salary in New York is $190,000–$199,000, with possible discretionary annual bonus and/or equity awards.

Requirements

Proven track record in client relationship management, service delivery, and/or sales of technology products and services.
Comprehensive and 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 through 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 move the business forward.
Ability to manage multiple high-priority items at one time.

Responsibilities

Manage strategic client relationships, account planning, client expectations, and client solutions while 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 assembled to address client business needs and ensure recommended solutions are successfully implemented.
Meet with client executives and upper management to understand their business strategies and share relevant information with SS&C executives.
Collaborate with clients to identify business improvements and introduce SS&C solutions aligned with their strategic objectives.
Coordinate with Corporate FP&A to provide analytical support and explanations for quarterly results, budgets, and forecasts.
Develop and deliver complex business presentations to senior leadership, internally and externally.
Participate proactively in modeling and due diligence for 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 strategy, renewal forecasting, coverage plans, account risks, and opportunities.
Conduct regular status and strategy meetings with customer senior management to understand needs and connect them to SS&C products and services.