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For Companies At a Glance
- Tasks: Manage client relationships and ensure customer satisfaction in the B2B SaaS space.
- Company: SS&C Technologies is a global leader in investment and financial services, with over 20,000 employees worldwide.
- Benefits: Enjoy remote work flexibility, competitive pay, and opportunities for professional growth.
- Why this job: Join a dynamic team driving innovation in alternative investments and make a real impact.
- Qualifications: Experience in B2B SaaS and alternative investments, with strong communication and problem-solving skills.
- Other info: We value diversity and encourage applications from all backgrounds.
The predicted salary is between 36000 - 60000 £ per year.
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.
Job Description
SS&C Intralinks
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 – We are looking for a proactive and experienced individual who has managed customer relationships in the B2B SaaS space within the Alternative Investments markets.
RESPONSIBILITIES
Client Relationship Management
- Serve as the main point of contact for a portfolio of strategic customers, ensuring their needs are met and value is continuously delivered.
- Develop and maintain strong, trusted relationships with customers, ensuring high engagement and satisfaction. Includes the ability to identify and effectively engage new stakeholders at the executive level.
- Act as a customer advocate within Intralinks, providing insights to product and leadership teams to enhance our offerings.
Strategic Planning & Execution
- Develop and own a quarterly success and expansion strategy for your customer portfolio, focusing on identifying growth and retention opportunities for your accounts.
- Leverage behavioural data to evaluate your book of business and develop communication strategies driving the greatest impact at scale.
- Lead strategic discussions with sales, SAMs and relationship managers alongside customers to mutually identify opportunities for expansion and deepening of the engagement.
- Identify at risk accounts and develop strategies to mitigate churn, ensuring customer retention.
- Collaborate closely with customers to create tailored Success Plans that align Intralinks solutions with their strategic goals, driving measurable outcomes.
Customer Success Strategies
- Maintain regular, proactive communication with customers, providing updates, gathering feedback, and addressing concerns.
- Track and report on key customer success metrics, including customer health, satisfaction, and retention.
- Master the Intralinks platform to help customers maximize efficiency and value. Regularly promote, demo, and provide insights on upcoming features and product enhancements.
- Work closely with Sales, Product, Education, Customer Experience and Support teams to align on customer goals and deliver a seamless experience across the customer journey.
Renewals Management
- Own and execute the renewal process for yours renewal portfolio, ensuring accuracy, timeliness, and alignment with client expectations
- Collaborate with Sales, Legal and Finance on contract terms, packaging changes, pricing and approvals
- Provide clear, early forecasts of renewal likelihood and engage proactively to address risks
- Navigate renewal conversations with client stakeholders with transparency and a focus on driving long-term value
REQUIREMENTS
- Previous experience in a B2B SaaS enablement role (Customer Success or Account Management) with a proven track record of driving retention and managing a successful expansion pipeline.
- Previous experience in the Alternative Investments space with knowledge of common industry actors & practices.
- Proven success leading customers through change management.
- Comprehensive experience with Customer Success best practices.
- Strong follow up skills, ensuring that customer needs and expectations are consistently met.
- Ability to work in a fast-paced, dynamic environment.
- Strong problem-solving skills, with a proactive and solutions-oriented mindset.
- Excellent communication and presentation skills, with the ability to clearly articulate complex concepts to stakeholders at all levels.
- Demonstrated ability to analyze customer data, develop strategic plans, and implement solutions that drive business outcomes.
- Comfortable working autonomously in a remote role while being a collaborative team player.
- A relentless focus on customer success, always seeking to provide value and optimize customer experiences.
- Ability and willingness to travel for customer meetings and industry events, representing Intralinks with professionalism and enthusiasm.
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.
Customer Success Manager - Alternative Investments employer: SS&C Intralinks
Contact Detail:
SS&C Intralinks Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Success Manager - Alternative Investments
✨Tip Number 1
Familiarise yourself with the Alternative Investments sector. Understanding the key players, trends, and challenges in this space will help you engage more effectively with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network with professionals in the B2B SaaS and Alternative Investments fields. Attend industry events, webinars, or local meetups to build connections that could lead to referrals or insider information about job openings.
✨Tip Number 3
Prepare to discuss specific customer success strategies you've implemented in previous roles. Be ready to share examples of how you've driven retention and expansion, as this will showcase your ability to deliver value to SS&C's clients.
✨Tip Number 4
Research SS&C Technologies and Intralinks thoroughly. Understand their products, services, and recent developments so you can articulate how your skills align with their goals and how you can contribute to their success.
We think you need these skills to ace Customer Success Manager - Alternative Investments
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in B2B SaaS and customer success, particularly within the Alternative Investments sector. Use specific examples to demonstrate your ability to manage client relationships and drive retention.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your background aligns with the responsibilities outlined in the job description, particularly your experience in strategic planning and execution.
Showcase Your Problem-Solving Skills: Provide examples of how you've successfully navigated challenges in previous roles. Highlight your proactive approach to customer success and how you've implemented solutions that led to measurable outcomes.
Highlight Communication Skills: Emphasise your excellent communication and presentation skills. Mention any experience you have in articulating complex concepts to various stakeholders, as this is crucial for the Customer Success Manager role.
How to prepare for a job interview at SS&C Intralinks
✨Understand the Company and Its Products
Before your interview, make sure to research SS&C Technologies and their Intralinks platform. Familiarise yourself with their services in the Alternative Investments space, as this will help you speak confidently about how you can contribute to their goals.
✨Showcase Your Customer Success Experience
Be prepared to discuss specific examples from your previous roles where you successfully managed customer relationships and drove retention. Highlight any strategies you implemented that led to measurable outcomes, especially in a B2B SaaS environment.
✨Demonstrate Problem-Solving Skills
During the interview, be ready to share instances where you faced challenges in customer management and how you resolved them. This will showcase your proactive mindset and ability to navigate complex situations effectively.
✨Prepare Questions for the Interviewers
Have a list of insightful questions ready to ask your interviewers. This could include inquiries about their customer success strategies or how they measure customer satisfaction. It shows your genuine interest in the role and the company.
