Strategic Account Manager - Ss&C Primatics

Ss&C Technologies Mclean , VA 22107

Posted 3 weeks ago

SS&C is a global provider of investment and 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.

Role: Strategic Account Manager

Location: Mclean, VA (Remote Ok)

SS&C Primatics, a subsidiary of SS&C Technologies (NASDAQ: SSNC) is the world's largest hedge fund and private equity administrator, as well as the largest mutual fund transfer agency.

Our SaaS platform addresses a financial institution's most complex finance and risk challenges by leveraging EVOLV, our opensource platform with integrated solutions. Built by industry experts and delivered through a revolutionary, domain-specific SaaS, EVOLV uniquely equips financial institutions to efficiently meet changing accounting, risk, compliance, regulatory, market and business needs.

Job Summary:

The Strategic Account Manager is the primary point of contact and manager of our client relationships throughout the relationship lifecycle. S/he is responsible for the planning and achievement of relationship growth (revenue and partnership/interpersonal), ensuring customer satisfaction and retention, and assisting in driving enterprise value.

Position Responsibilities:

  • Client Portfolio Management: Responsible for relationship development and management with key individuals and senior decision makers at the client across the areas of Finance, Risk/Credit and IT. (e.g., CFO, CAO, CRO, CTO)

  • Account Planning: Define and execute account sales plans for assigned named accounts and exceed sales goals (quotas) through prospecting, qualifying, managing and closing sales opportunities

  • Cross Team Coordination: Align SS&C Primatics' resources (e.g., Product Development, SMEs, Customer Support, Customer Success) to respond to client needs and maximize client "stickiness" and value delivered

  • Client Representation: Internally represent the needs and voice of the client with SS&C Primatics' constituencies.

  • Presentation: Ability to present the basic messaging of who SS&C Primatics' is as a company and the value of our software solution. This includes both the ability to put together quality presentations that are clean and without error and the ability to effectively present the material in a knowledgeable and articulate way

  • Manage and track client and transactional information in Salesforce

  • Nurture and expand SS&C Primatics' relationship with named clients

  • Product, Solution and Brand Knowledge:proactively promote SS&C Primatics' brand, software and services/solutions and enable awareness of the value that SS&C Primatics' delivers
  • Support contract compliance

Required Knowledge, Experience and Capabilities:

  • 5-10 years of related industry experience including FASB, US GAAP, IFRS, Banking Technology, Loan Risk Management, Finance or Banking

  • Bachelor's Degree in Accounting or Finance

  • Focus - at ease weighing different views and making smart, quick decisions, especially under pressure. Ability to organize and keep track of multiple clients while maintaining individualized relationships with key stakeholders

  • Excellent Communication - you know what to say and more importantly, how to say it. Comfortable having difficult conversations without impacting the integrity of the established relationship. Strong communicator, both verbal and written. Ability to establish and maintain long term relationships, in person and over the phone.

  • Go-Getter - willing to go the extra mile with a strong work ethic; self-directed and resourceful. Knows how to take initiative to propose solutions or solve problems. Ability to look back at history and forward to possibilities to create solutions for our clients

  • Achiever - committed to achieving results, independently and as part of a team. Responsive to client's needs, big or small, so that each one feels as if they are the most important. Capable of understanding the strategic impact of decisions while operating effectively at a tactical level to achieve results.

  • Expertise and experience dealing with large, complicated, technical accounts at the most senior IT and business levels (preferably with recent direct hands-on executive experience)

  • Experience with account portfolio planning and prioritization

  • Capability as credible and effective C-level advisor/coach, esp. around change management (cultural, technical and business)

  • Possess strong presentation, verbal and written communication skills and command credibility with senior executives

  • Executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog

  • Proven effectiveness at leading and facilitating executive meetings and workshops

  • Ability to prioritize, multi-task, and perform effectively under pressure


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.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Other details

  • Pay Type Salary

  • McLean, VA, USA

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Strategic Account Manager - Ss&C Primatics

Ss&C Technologies