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.
Job Description
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.
Required Experience
- 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.
- Intangibles: A love of learning and solving problems combined with a highly inquisitive and intuitive mindset.
What Sets You Apart (preferred qualifications)
- Experience working with legacy software architectures or database environments, particularly UniVerse or other multi-value databases and pick BASIC.
- Background working specifically in fintech, wealth management, trust banking, or specialized asset management.
- Strong foundational knowledge of trust accounting/management, or complex financial assets.
- Knowledge of oil & gas revenue processing and/or loan processing.
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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.Colorado: The expected base salary for the position is between 80,000 USD to 90,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
Applications will be accepted on an ongoing basis until the position is filled.
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.
Skills Required
- 3-5+ years of experience in software implementation, technical project management, or client success within the B2B SaaS space
- High comfort level learning proprietary, complex, legacy systems and understanding database relationships
- Some query language proficiency
- Exceptional presentation and verbal communication skills
- Ability to explain complex software concepts in simple terms
- Experience analyzing and interpreting client needs and offering appropriate solutions
- Experience with legacy software architectures or database environments, particularly UniVerse or multi-value databases and Pick BASIC
- Background in fintech, wealth management, trust banking, or specialized asset management
- Foundational knowledge of trust accounting or management, or complex financial assets
- Knowledge of oil and gas revenue processing or loan processing
SS&C Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.
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Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
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Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
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Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.
SS&C Technologies Insights
What We Do
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 22,000+ employees in over 150 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.
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