Client Success Relationship Manager, Director (FinTech)

Location: Boston, Massachusetts, United States; hybrid

Salary: $160,000–$180,000 USD per year

Company

SS&C provides proprietary technology and industry expertise for complex financial services and healthcare operations, supporting organizations with data management, process automation, and business scaling.

What you will do

• Manage a portfolio of investment management customers, prioritizing accounts by risk, growth opportunity, strategic value, and renewal timing.
• Build long-term relationships with business executives and deliver business reviews focused on customer outcomes.
• Create account and engagement plans covering success metrics, dependencies, risks, and recommended actions.
• Oversee the customer journey across implementation, optimization, growth, renewal, and transitions between internal teams.
• Identify expansion opportunities and collaborate with Sales, Services, Renewals, Support, Product, Marketing, and Finance.
• Act as the customer voice while supporting issue resolution, customer references, product feedback, adoption, and retention.

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 knowledge of or implementation experience with complex FinTech solutions.
• Ability to analyze technical concepts, translate them into business terms, and map business requirements to technical solutions.
• Strong executive communication, presentation, organization, judgment, follow-through, and collaboration skills.
• Willingness to travel 15–30%.

Culture & Benefits

• Hybrid work with exposure to industry experts, modern platforms, and large-scale enterprise environments.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunity.