SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe.

 

We are seeking a high achieving Relationship Manager, to support our clients and deliver an exceptional service.

 

You will own the strategic business relationship, which include increasing adoption, ensuring retention and satisfaction. You will act as a main contact for the account and overall account strategy, Building relationships on c-level, but also with influencers, decision makers and the main users. You will work with clients to establish critical goals, or other key performance indicators and aid the customer in achieving their goals & cross sell products from other departments within the SS&C Advent organization.

 

 

Other duties will consist of:

 

• Act as primary contact, closer, and all knowing resource in sale of the Advent Office offering (APX, Moxy, Geneva, Data Services and other products defined by business management and sales management.)
• Ensure timely renewals in cooperation with Renewals specialist
• Forecast accurately
• Develop necessary pipeline for Products and Services to exceed quarterly and annual quota
• Successfully diagnose business operations of prospects and prescribe appropriate Advent Office solution
• Keep yourself up to speed on relevant trends, changes and regulations in the market place.
• Use Salesforce effectively to manage the sales and lead process, lead generation to close, and maintain relevant data
• Responsible for capturing key metrics and enter into Salesforce
• Prospect and generate leads for assigned territory
• Provide focused insight for existing clients on the best possible solution for them and sell it
• Ensure high product adoption for the assigned clients base
• Conduct onsite visits with clients on defined and as needed basis.
• Grow the size of client’s Advent relationship by recommending products and services that will benefit client.
• Maintain high level of account satisfaction.
• Effectively work with the regional team to provide excellent client experience.
• Conduct regular business reviews for the clients
• Keep the rest of the organization up to speed on client status and events.
• Ensure cross-functional collaboration in order to deliver a premium service to the clients.

• Experience selling enterprise level software
• Account Management experience
• Strong pro-active drive and commercial orientation
• Ability to manage multiple projects/responsibilities at any one time and continue to meet deadlines and expectations.
• Basic ability to translate client requirements into compelling recommendations for product and business direction.
• High level of initiative and independent work capacity
• Ability to recognize the importance of an issue, and independently identify a solution in a timely manner or escalate if appropriate.
• Good knowledge of the investment management industry. Experience with front- and back-office systems and workflow (STP) for fund/asset management is a major plus. Experience in building business cases and perform return on investment analysis is desired. It is also an advantage to have in-depth understanding of various software packages and to have generally good IT/technical skills. 
• Ability to prospect and build a pipeline
• Proficient at controlling the steps of an evaluation