Client Engagement Manager (CEM)

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

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.

SS&C Intralinks: Watch Video

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.

About The Role

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, Bid Management, Finance/Billing, Product Management, and Development organizations.

Your Responsibilities

Understand the market we are servicing, good knowledge of Financial Technology (M&A, Liens and Loans, Banking, Capital Markets, Alternative Investments) Support Sales by providing a consultative approach to accelerate the sale of Deal Services and driving the value. This role is engaged as the customer-facing representative on a project team – primarily responsible for interfacing with Bankers, Advisories, lawyers, End Clients, and other business stakeholders on the discovery, design, implementation, or delivery of our Deal Services offerings Project Management:

• Conducts complete requirement gathering sessions, prepares cost estimates and initial timeline. Document different Artifacts (i.e., Requirement document, custom processes, Work Instructions, etc.) during project delivery.

• Lead Kick-off call and present delivery Plan. Communicate requirements and lead/coordinate with internal or external Partners.

• Document and provide feedback to the Partners and/or Product Management/Development team on client feedback, any challenges, or areas of improvement.

Be forward-thinking to identify gaps and look for ways to optimize and streamline. Responsible for researching and maintaining the knowledge of emerging market, technologies and trends with in the Deal Services offered and building solutions to solve business problems. Sales opportunity and pipeline management

Your Experience

• Bachelor’s in Business management, Financial Information Systems, or another related field. Or equivalent work experience.

• 2+ Years in a Presales or Sales support role

• 3+ years of experience in a Project Management role and/or Project Management. Business Analyst experience/Attention to detail 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 Sales, Presales, Customer Service, legal, marketing, Finance, Product Management, and Development

• Demonstrated ability to think strategically about business, products, services and about any 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.

• 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.

• Understands financial markets (e.g. M&A, large Corporates, Liens and Loans, Banking, Capital Markets, Alternative Investments)

• Experience working with cross-functional technical teams including Customer Service, Product Management, Development, Sales, legal, and marketing.

• Seller and solution mindset

• French, German, or Spanish speaking is mandatory in support of our EMEA Geo

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.