Location: New York, NY
Company: SS&C
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 Client Success Relationship Manager Location : New York City, NY Hybrid Get To Know The Team: Want to work in a dynamic environment at the intersection of Wall Street and Technology?
SS&C Advent and SS&C Eze (business units within SS&C), leading providers of award-winning software and services for the global investment management industry, are seeking a Customer Success Relationship Manager. This role is based out of our office in New York City. Relationship Managers on the Customer Success team serve as trusted advisors to
our customers, helping them to achieve success with their SS&C Advent and/or Eze solutions while maximizing their return on investment. By leveraging a proactive consultative approach, our RMs bring Advent and Eze's best ideas, innovations, and capabilities to their portfolio of customers, matching these to the customer's business objectives.
Customer loyalty, growth, and renewal rates are at the forefront of our goals. The Customer Success Relationship Managers serve as trusted advisors to our loyal customers, helping them to achieve success with their Advent and Eze solutions while maximizing their return on investment. By leveraging a proactive consultative approach, our Relationship
Managers bring Advent and Eze's very best ideas, innovations, and capabilities to their portfolio of customers and match these to the customer's business objectives, determining the best approach for leveraging Advent and Eze's capabilities, and providing recommendations on how to proceed.
Relationship Managers are an integral component of our Global Customer Experience team, and we are looking for strong contributors to join our hybrid team of competitive and experienced professionals focused on transformational processes, customer loyalty, our customers' growth, and ultimately maintenance of our industry-leading renewal rates. 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 Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do: Proactively identify and prioritize accounts to focus efforts within a defined territory as based on perceived risk, potential growth opportunity, strategic value, and renewal time frame.
Develop long-term relationships with your portfolio of assigned customers, connecting with key business executives from C level on down. Effectively deliver scheduled business reviews to key business contacts. Cultivate an understanding of your customers' business requirements, industry challenges and goals coupled with a strong understanding of how they are using their Advent and Eze solutions to maximize adoption, growth, and account retention as well as the trusted advisor role with the customer.
Develop account and engagement plans for Advent and Eze customers that outline their critical success factors, metrics for success, potential issues, and dependencies and provide recommendations for each. Collaborate with internal teams such as Services, Sales and Renewals to ensure execution of account and engagement plan. Provide strategic oversight during the entire customer journey including implementation, optimization, growth, renewal and ensure a seamless handover of knowledge and responsibilities where appropriate. Identify expansion opportunities and collaborate with the sales teams to ensure growth objectives and footprint increase.
Work closely with the Advent and Eze Services teams to identify new opportunities and facilitate transitions from Services following implementation, upgrades, migrations, etc. Act as a collaborative partner with the Support teams to ensure customer tickets are resolved to the best of Advent and Eze's abilities. Drive the value of Advent and Eze's Community through increasing customer registration and engagement whenever possible. Be the voice of the customer to Product Management, Product Marketing, Support, Renewals, Services, Sales, Finance, etc.
building strong working relationship with each to ensure customer success and consistency of contact. Develop a thorough understanding of the Advent and Eze product suite and industry (where not already present). Work collaboratively with the Marketing and Sales teams to identify and build customer references. What You Will Bring: BA/BS or equivalent degree or related work experience.4-6 years of direct customer/account management experience in enterprise software, business consulting or a related field. Key to this role is being able to articulate value, inspire and sell the Advent and Eze story for transforming the investment management industry.
As a trusted advisor and coach, the Relationship Manager is the post-sales success leader for the customer. Ability to multi-task and handle complex matters with little supervision and excellent follow-up. High degree of organization, efficiency, urgency and follow through on program planning and execution. Possess excellent verbal and written communication skills inclusive of outstanding presentation development and delivery skills, with the ability to inform, influence and impact all levels of management.
Demonstrated ability to communicate effectively, present and influence credibly at all levels of the organization, including executive and C-level. Ability to prioritize and perform effectively in all situations. Aptitude for both analyzing technical concepts and translating them into business terms and for mapping business requirements to technical solutions. History of strategic and innovative thinking - exercises great judgment and decision-making capabilities. Demonstrated ability to grow relationships and expand platform footprints with the customer firm. Excellent interpersonal skills and the confidence to be an honest advocate, willing to push back when needed.
Prior hands-on working knowledge and/or implementation of a complex solution within the Fin Tech space. Strong collaboration and team working skills. Excellent follow-up skills with great attention to detail. Willing to travel 15-30%. Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at /careers. #LI-Eze#LI-MB3 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, interactionual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. SS&C offers a robust suite of benefits including medical, dental, and vision plans, paid time off and holidays. NY: Salary range for the position: 110000 USD to 140000 USD. Other States Salary range for the position: 110000 USD to 140000 USD. PDN-9af3cf54-f27b-4afe-8a9f-cca66b5c409f
Sales & Business Development jobs are roles focused on driving business growth through customer acquisition, building market strategies, and fostering long-term client relationships. Key characteristics of these positions include strong communication skills, strategic thinking, and a proactive approach to identifying and capitalizing on new business opportunities. Individuals in these roles often work closely with marketing, product management, and customer service teams to ensure cohesive efforts towards the company's revenue targets.
base in the marketing area and contribute to the development of training and educational programs for clients and Account Representatives. CORE JOB RESPONSIBILITIES: Develop business plans and sales strategies for the market. Initiate and coordinate development of action plans to penetrate new markets.
Provide timely, accurate, competitive pricing on all completed prospect applications submitted for pricing and approval, while striving to maintain maximum profit margin. Develop and implement marketing plans as needed. Maintain records of all pricings, sales, and activity reports submitted by Account Representatives. Create and conduct proposal presentations and RFP responses. Assist Account
Representatives in preparation of proposals and presentations. Conduct one-on-one review with all Account Representatives to build more effective communications, to understand training and development needs, and to provide insight for the improvement of Account Executive's sales and activity performance.
Develop and mentor staff through on-boarding, open communication, training and development opportunities and performance management processes; build and maintain employee morale and motivation; ensure the team is appropriately staffed with required competencies. Qualifications - External COVID-19 Vaccination Please be aware that Medline requires all employees starting in this position
to be fully vaccinated against COVID-19. This position will require the successful candidate to provide proof that they are fully vaccinated by their start date.
Medline is an equal opportunity employer, and will provide reasonable accommodations to those individuals who are unable to be vaccinated for COVID-19 consistent with federal, state, and local law. Education Bachelor's degree. Relevant Work Experience At least 5 years of experience managing people, including hiring, developing, motivating and directing people in a sales management role. Additional Willing to travel at least 50% of the time for business purposes (within state and out of state).
Experience with enterprise software solutions and large, complex organizations. Extensive experience in all aspects of Supplier Relationship Management. Strong understanding of customer and market dynamics and requirements The anticipated compensation for this position includes a $125,000 minimum base salary. This role is bonus-eligible. Medline will not pay less than the applicable minimum wage or salary threshold.
meet targets and deliver quota to work remotely). AREAS OF FOCUS: Ethnic markets: Asian, Latino, Chinese, East Asian Medical & Health industries Medical & Life Insurance services Automobile industries Food & Hospitality industries Responsibilities: Prepare and deliver sales presentations to new and existing customers to sell new advertising programs, and to protect and increase existing advertising.
Explain to customers how specific types of advertising will help promote their products or services in the most effective way possible. Solicit sponsorship, event sponsorships, paid programs, Meet potential customers. Maintain assigned account bases while developing new accounts. Locate and
contact new and potential clients to offer advertising services. Provide clients with estimates of the costs of advertising products or services. Keeps management informed by submitting activity and results reports, such as daily call reports, weekly work plans, and monthly and annual territory analyses.
REQUIREMENTS: 1-3 years combined in media sales. NY, NJ and connections recommended Organizational skills and the ability to work under constant time pressure deadlines. EMPLOYMENT TYPE Full-Time LANGUAGE: English, Spanish, Chinese SALARY 30K to 36K Annual, based on experience. Plus Commission Email Resume xyz X@
in sales, particularly in door-to-door or similar " gritty" sales environments. Qualifications Proven track record in sales, especially in door-to-door or challenging sales environments. Outgoing, positive, and high-energy personality. Ability to close leads effectively and consistently.
Experience in both in-person and over-the-phone sales. Strong communication and interpersonal skills. Work from home: No Work from office: Yes Responsibilities Sales Execution: Engage with potential clients in a positive and friendly manner, promoting the Row House brand and memberships. Utilize your sales experience, especially in door-to-door or challenging sales environments, to effectively
close leads handed to you. Quota Management: Meet and exceed weekly membership sales quotas. Track and report sales performance regularly, identifying areas for improvement.
Lead Conversion: Close leads provided by the studio, focusing on converting inquiries into memberships. Develop effective sales strategies to overcome objections and secure commitments. Sales Channels: Conduct in-person and over-the-phone sales presentations to showcase the value of Row House memberships. Provide outstanding customer service during the sales process to ensure a positive customer experience. Skills Out-going Extroverted Sales experience Associated topics: fiduciary, financial advisor, financial product, financial professional, financial security, financial service, investment, payment, payment management solution, securities
