SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
About SS&C Technologies
SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
SS&C Intralinks: https://share.vidyard.com/watch/aiZ3ge7xwo1qs5vBS8j5PP
A growth-oriented business unit of SS&C, Intralinks is a technology leader in M&A, Alternative Investments and Banking & Securities markets. Our solutions facilitate 1/3 of the world’s global M&A deal flow and 50% of the private equity raised globally.
Overview:
SS&C Intralinks is seeking a full-time Client Engagement Manager (CEM) to help create lasting client relationships through the successful delivery of Intralinks services. The CEM will play a critical role throughout the sales cycle and delivery (post-close) of a set of value-based offerings (“Deal Services”) that enhance the SS&C Intralinks client’s dealmaking experience.
In addition to scoping projects, as a result of strong client engagement and discovery, the Client Engagement Manager will also be responsible for preparing quotes, and contracts and working with the Intralinks partner network to ensure the successful delivery and execution of the Deal Services offerings that help drive client adoption and time-to-value.
Due to the nature of the Deal Services offering, the CEM will fulfill various roles and carry the responsibility of completing several tasks throughout a project while working closely with a cross-functional team(s).
About the Team:
The CEM is an integral role within the Global Deal Services organization, nested within the larger Global Technical Sales organization. Within your responsible region, the CEM will design and implement Deal Service solutions based on the client’s business needs. The CEM will also work closely with core stakeholders within Global Sales, Pre-Sales Engineering, Global Services and Support, and Legal not to mention a network of partners responsible for delivering the services.
Additionally, the CEM will have a cadence and work closely with our Marketing, PMO, SOC, TechOps, Finance/Billing, Product Management, and Development organizations.
Responsibilities:
Primary:
• This role is engaged as the customer-facing representative on a project team – primarily responsible for interfacing with Advisors, End Clients, and other business stakeholders on the discovery, design, implementation or delivery of our Deal Services offerings.
• Responsible for research and maintaining the knowledge of emerging technologies within the Deal Services offered and building solutions to solve business problems.
Pre-sales Responsibilities:
• Understand client business needs, gather initial requirements, recommend best practices through direct client interaction, and work closely with cross-functional teams to assemble Services that meet the client’s needs.
• Conducts complete requirements gathering session.
• Prepare cost estimates, and initial timelines and set client expectations.
• Opportunity and pipeline management
Delivery Responsibilities:
• Lead Kick-off call and present implementation or delivery plan.
• Lead/participate in client requirement gathering sessions to define and understand the overall client use case, requirements, infrastructure, pain points, and existing systems.
• Recommend and design Deal Service solutions based on best practices, Intralinks product guidelines, and rational sense.
• Document different artifacts (i.e., Requirement document, custom processes, Work Instructions, etc.) pertaining to the required service or Intralinks product/service.
• Communicate requirements and lead/coordinate with external Partners.
• Validate the accuracy of the implemented service throughout the project life cycle.
• Document and provide feedback to the Partners and/or Product Management/Development team on client feedback, any challenges, or areas of improvement.
• Validate Partner invoices against closed project opportunities.
• Seeks opportunities to upsell products and services.
• Be forward-thinking to identify gaps and look for ways to optimize and streamline.
Basic Qualifications:
• Bachelor’s in Business Management, Financial Information Systems, or another related field.Or equivalent work experience.
• 3+ years of experience in an IT Project Management role and/or Project Management. Business Analyst experience is a plus.
• 3+ years of experience in a Sales type customer success or customer-facing role.
• Project management certification desired (e.g. PMP, CSM, APM, CompTIA)
• Experience working with cross-functional technical teams including Customer Service, Product Management, Development, Sales, Pre-sales, legal, marketing, and Finance.
• Demonstrated ability to think strategically about business, product, and technical challenges, with the ability to build and convey compelling value propositions.
• Strong organizational skills, with the ability to work on multiple projects with multiple deadlines.
• Excellent listening, oral, and written communication skills.
• Self-starter with the ability to work independently and manage priorities.
• Ability to work under pressure in a fast-paced environment and think outside the box.
• Interface with customers, colleagues, management, and project stakeholders, as needed, to ensure overall project success.
• Optimally, has a balanced combination of large corporate and small, entrepreneurial company backgrounds.
• Detail and goal oriented.
• Understands financial markets (e.g. M&A, Corporate, Loans, Asset Management, Private Equity, etc.)
• Experience working with cross-functional technical teams including Customer Service, Product Management, Development, Sales, Pre-sales, legal, and marketing.
EEO Statement / Non-agency Disclosure
We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
Background Checks
All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.