SS&C Technologies

Sr. Client Relationship Manager - PA-BAS_Q3-2026-R003

SS&C Technologies$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business Administration, Finance, Accounting, Marketing, or a related field; MBA is a plus.
  • 7-10 years of experience in client relationship or account management within the financial services or professional services technology sector.
  • Proven track record of successfully providing client support.
  • Strong understanding of the mutual fund industry.
  • Excellent communication, interpersonal, and presentation skills for diverse audiences.
  • Ability to build rapport, influence stakeholders, and negotiate effectively.
  • Self-motivated, proactive, and results-oriented with a client-centric approach.
  • Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.

Responsibilities

  • Manage and cultivate strong, long-lasting client relationships in the PA-BAS sector.
  • Act as the primary point of contact for clients, addressing their business objectives and challenges.
  • Develop and execute strategic account plans for client retention and revenue growth.
  • Identify automation opportunities and process improvements within team initiatives.
  • Collaborate with internal teams to meet client needs and resolve issues.
  • Prepare and deliver presentations, proposals, and reports to clients, highlighting service value.
  • Monitor client satisfaction and implement strategies for continuous improvement.
  • Stay informed on industry trends and competitor activities relevant to the PA-BAS market.

Benefits

  • Medical, dental, and vision coverage.
  • 401(k) plan with company match.
  • Paid time off, holidays, and parental leave.
  • Professional development reimbursement opportunity.
Full Job Description
Job Description

Job Title: Sr. Client Relationship Manager

Locations: Kansas City, MO; Braintree, MA; Boston, MA - Hybrid

About the Role

This role is responsible for nurturing and expanding relationships with a portfolio of key clients, ensuring their satisfaction, and identifying opportunities for growth within DST Technologies' Professional Accounting - Business Advisory Services (PA-BAS) sector. Specifically, this role will help lead and ensure success of a variety of client events including conversions, mergers, liquidations, etc.

How You Will Make an Impact

  • Manage and cultivate strong, long-lasting client relationships with assigned accounts in the PA-BAS sector.
  • Act as the primary point of contact for clients, understanding their business objectives, challenges, and requirements.
  • Develop and execute strategic account plans to achieve client retention, satisfaction, and revenue growth targets.
  • Proactively identify automation opportunities and process improvements of the common initiatives frequently performed in the team.
  • Collaborate closely with internal teams (e.g., client relationship teams, product development, service delivery, technical support, operations, financial control) to ensure client needs are met and issues are resolved efficiently.
  • Prepare and deliver compelling presentations, proposals, and reports to clients, showcasing the value and benefits of DST Technologies' offerings.
  • Monitor client satisfaction, gather feedback, and implement strategies for continuous improvement
  • Stay informed about industry trends, competitor activities, and new product/service offerings relevant to the PA-BAS market.

Required Experience

  • Bachelor's degree in Business Administration, Finance, Accounting, Marketing, or a related field. MBA is a plus.
  • Minimum of 7-10 years of experience in client relationship management, account management, or sales within the financial services or professional services technology sector.
  • Proven track record of successfully providing client support.
  • Strong understanding of the mutual fund industry.
  • Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex technical and business concepts to diverse audiences.
  • Demonstrated ability to build rapport, influence stakeholders, and negotiate effectively.
  • Self-motivated, proactive, and results-oriented with a strong client-centric approach.
  • Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.

Join SS&C, where innovation meets global opportunities. to apply.

#LI-SG2

#LI-Hybrid

 

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.

 

 

 

 

 

 

 

 

Applications will be accepted on an ongoing basis until the position is filled.

 

 

About SS&C Technologies

SS&C Technologies is a provider of software products and software-enabled services to the financial services industry. The company's products and services are used by various financial institutions, including banks, hedge funds, private equity firms, and insurance companies. SS&C operates in three business segments: Institutional and Investment Management, Alternative Asset Management, and Insurance and Financial Services. The company was founded in 1986 and is headquartered in Windsor, Connecticut.
Learn more about SS&C Technologies
Size
24,900 employees
Market Cap
$13.1 billion
Industry
Net Income
$625.2 million
Founded
1986
5 Year Trend
+27.8%
Revenue
$4.6 billion
NASDAQ

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