Associate Director, Client Success (FinTech)

Location: Boston, Massachusetts, United States; hybrid work model

Salary: $100,000–$150,000 USD per year

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, including Advent and Eze investment-management solutions.

What you will do

• Manage a portfolio of enterprise customers, prioritizing accounts by risk, growth potential, strategic value, and renewal timing.
• Build long-term relationships with business executives and deliver scheduled business reviews.
• Develop account and engagement plans covering success metrics, risks, dependencies, and recommended actions.
• Provide strategic oversight across implementation, optimization, growth, renewal, upgrades, and migrations.
• Identify expansion opportunities and collaborate with Sales, Services, Renewals, Support, Product, Marketing, and Finance teams.
• Represent the customer internally, increase community engagement, and develop customer references.

Requirements

• Bachelor’s degree or equivalent related experience.
• 4–6 years of direct customer or account management experience in enterprise software, business consulting, or a related field.
• Hands-on experience with implementation or complex solutions in the fintech space.
• Strong communication, presentation, organizational, analytical, influencing, and follow-up skills.
• Ability to translate technical concepts into business terms and map business requirements to technical solutions.
• Willingness to travel 15–30%.

Culture & Benefits

• Hybrid work model and business-casual dress code.
• 401(k) matching, professional development reimbursement, and SS&C University training.
• Flexible personal and vacation time off, sick leave, and paid holidays.
• Medical, dental, vision, employee assistance, and parental leave benefits.
• Employee discounts on fitness clubs, travel, and other services.