Implementation & Client Success Manager

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

Implementation & Client Success Manager   Locations :   Fort Worth, TX, Jacksonville, FL, Denver, CO | Hybrid     About the Role     SS&C   Innovest   seeks   a dynamic, detail-oriented   Implementation & Client Success Manager   to join its Specialty Assets Operations team. Apply your   cutting-edge   skills to support a powerful suite of products serving the financial services industry. With offices in New York, Texas and California, SS&C   Innovest   specializes in trust, wealth management, payments, unique and hard-to-value assets, securities operations, and information systems.     This position will own the client journey from onboarding through long-term partnership via three primary responsibilities:   Project Manager   for complex data and system conversions,   Trusted Advisor   for ongoing client relationship management, and   Product Expert   delivering high-impact demos and training. If you love   deep-diving   into complex systems but also thrive when presenting to stakeholders and building long-term client trust, this role is for you.     Why Join SS&C    SS&C combines proprietary technology with deep industry   expertise   to support complex financial and health care operations. Our teams design, implement, and   operate   solutions that help clients manage data, automate processes, and scale their businesses with confidence.     You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.     How You Will Make an Impact     Implementation & Project Management (40%)  Lead Complex Onboardings:   Act as the primary project manager directing new client onboarding, system conversions, and data migrations.   Data Conversion Strategy:   Partner with our internal technical teams to map, translate, and   validate   complex trust accounting and asset management data into our system.   Project Governance:   Define project scopes, timelines, and milestones, ensuring implementations are delivered accurately and on schedule.   Client Success & Relationship Management (40%)   Nurture Key Relationships:   Drive regular monthly or quarterly check-in calls with existing clients to   monitor   system health, satisfaction, and retention.   Strategic Communication:   Act as the dedicated, non-technical point of contact for client escalations, broad product announcements, and operational updates.   Bridge the Gap:   Translate complex client business requirements into actionable insights for our development and product teams.   Product Demos & Training (20%)   Conduct Compelling Demos:   Lead engaging, tailored product demonstrations for high-value prospects and existing clients looking to expand their usage.   Empower Users:   Design and deliver comprehensive training sessions for   new users   and continuous education on advanced system features.

Experience:   3–5+ years of experience in Software Implementation, Technical Project Management, or Client Success within the B2B SaaS space.   Technical Aptitude:   Must have a high comfort level   learning   proprietary, complex, legacy systems (e.g., understanding database relationships) with some query language   proficiency .   Communication Mastery:   Exceptional presentation and verbal communication skills, with the ability to explain   highly complex   software concepts in simple terms.   Client support:   Adept at analyzing and interpreting client needs & offering appropriate solutions.