Principal Client Relationship Executive (Remote) – PA-RM-Q4-R001 at SS&C

About SS&C Technologies

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has over 27,000 employees across 35 countries. More than 20,000 financial services and healthcare organizations, ranging from the world’s largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Principal Client Relationship Executive

Location: New York, NY | Hybrid or Remote

Meet the Team

As a Principal Client Relationship Executive within US Global and Investor Distribution Solutions, you will build and maintain effective long-term relationships and foster a high level of satisfaction among key senior-level decision-makers and influencers for an assigned group of customer accounts. This role focuses on US mutual funds, Brokerage, and retirement client populations. You will identify, develop, and create demand for the organization’s products and services, and expand relationships by increasing product offerings. Regular status and strategy meetings will help you understand client needs and link them to organizational strategies.

Why You Will Love It Here

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans.
• Your Future: 401k Matching Program, Professional Development Reimbursement.
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays.
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave.
• Wide Ranging Perspectives: Committed to celebrating diverse backgrounds, talents, and experiences.
• Training: Hands-On, Team-Customized, including SS&C University.
• Extra Perks: Discounts on fitness clubs, travel, and more!

What You Will Get To Do

• Manage strategic client relationships, account planning, and client expectations while developing effective solutions.
• Negotiate contracts and schedules, growing revenue across your client portfolio.
• Facilitate teams addressing client needs and ensure successful implementation of recommended solutions.
• Engage with executives at client organizations to understand strategies and share insights with our executives.
• Collaborate with clients to identify areas of improvement and align SS&C solutions with strategic goals.
• Coordinate with Corporate FP&A to provide analytical support for budgets and forecasts.
• Develop and deliver complex business presentations to senior leadership.
• Participate in due diligence to support business strategy, partnerships, and acquisitions.
• Partner with the business on pricing or product design decisions.
• Manage designated client strategic partner relationships with SS&C.
• Align with sales and marketing leadership on strategies, renewal forecasting, and account opportunities.

What You Will Bring

• Proven track record in client relationship management and sales of technology products and services.
• Comprehensive knowledge of financial industry trends.
• Expertise in financial services, including mutual funds and retirement.
• Exceptional negotiation and presentation skills, especially at the senior executive level.
• Strong organizational, communication, and leadership abilities.
• Effective contract management and negotiation skills with a high success rate.
• Ability to foster partnerships across the enterprise and influence leaders.
• Capability to manage multiple high-priority items simultaneously.

Application Process

Thank you for your interest in SS&C! To explore this opportunity further, please apply directly through our Careers page at www.ssctech.com/careers.

SS&C offers excellent benefits, including health, dental, a 401k plan, and tuition reimbursement.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant 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 laws.

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