Sr. Client Relationship Manager (Financial Services)

Location: Hybrid in Kansas City, MO; Braintree, MA; or Boston, MA

Company

SS&C provides proprietary technology and operational expertise for financial services and healthcare organizations worldwide.

What you will do

• Manage and develop long-term relationships with assigned clients in the Professional Accounting - Business Advisory Services sector.
• Serve as the primary client contact, understanding business objectives, challenges, and requirements.
• Develop account plans focused on retention, satisfaction, and revenue growth.
• Lead client events including conversions, mergers, and liquidations.
• Identify automation and process-improvement opportunities.
• Coordinate with product, service delivery, technical support, operations, financial control, and other internal teams to resolve client needs.

Requirements

• Bachelor’s degree in business administration, finance, accounting, marketing, or a related field.
• 7–10 years of experience in client relationship management, account management, or sales within financial services or professional services technology.
• Strong understanding of the mutual fund industry and a proven record of providing client support.
• Excellent communication, interpersonal, presentation, influencing, and negotiation skills.
• Experience using CRM software such as Salesforce and Microsoft Office Suite.
• Self-motivated, proactive, results-oriented, and client-centric approach.

Nice to have

• MBA.

Culture & Benefits

• Work with 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 opportunities.

Hiring process

• Applications are accepted on an ongoing basis until the position is filled.