Customer Success Manager

SS&C Technologies

. Drive successful client outcomes through strategic guidance and customer advocacy .

Posted 11/12/2026full-timeUnited StatesJuniorMid-Level💰 $85,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in driving customer success and product adoption within a SaaS environment, leveraging strong communication and relationship-building skills to enhance client satisfaction and retention. Proven ability to manage multiple accounts, provide tailored solutions, and advocate for customer needs effectively.

Highest-signal resume keywords

Customer Success ManagementSaaS Implementation SupportAccount ManagementProduct Adoption StrategiesContract Renewal Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SaaS SolutionsCustomer AdvocacyProduct Roadmap DevelopmentChurn Risk MitigationUpsell and Cross-Sell Strategies

Soft Skills

Excellent Communication SkillsInterpersonal SkillsProblem-Solving AbilityOrganizational SkillsRelationship-Building Skills

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Private EquityHedge FundsInvestor ServicesClient-Facing RoleSubscription Accounts

About the role

Key responsibilities & impact

Drive successful client outcomes through strategic guidance and customer advocacy
Onboard new clients and guide them through product setup, training, and initial usage
Serve as the primary point of contact for customer issues
Troubleshoot problems, coordinate with support and technical teams, and ensure timely resolution
Act as a subject matter expert and drive best practices across Intralinks products and services
Help shape product roadmaps and service offerings based on customer feedback and industry insights
Monitor and drive product adoption and usage
Provide training, resources, and tailored recommendations
Engage customers through check-ins, QBRs, and other touchpoints
Drive customer satisfaction and retention by identifying and mitigating churn risks
Participate in contract renewal discussions
Relay customer feedback and advocate for customer needs with sales, product, and support teams
Identify upsell and cross-sell opportunities and work with account teams to expand product usage
Collaborate frequently with Sales, Support, and Product

Requirements

What you’ll need

Bachelor’s degree
2-3 years of experience in a customer success, account management, or client-facing role within a SaaS company
Experience implementing and supporting SaaS solutions
Account management, subscription accounts, and contract renewals experience
Ability to work standard business hours with flexibility for off-hours and ongoing mobile phone (email) monitoring
Excellent communication, interpersonal, and relationship-building skills
Ability to problem-solve and manage multiple customer accounts in a fast-paced environment
Proven track record of driving customer success, product adoption, and retention
Strong organizational and time management skills, with the ability to prioritize tasks effectively
Excellent written and oral communication skills and strong presentation skills
Prior experience with alternative investments, including private equity, hedge, or investor/fund services administration support (preferred)
Understanding of relationships between Private Capital Fund Managers (GPs) and Investors (LPs) (preferred)
Experience maintaining a renewal quota (preferred)
Consultative and solutioning approach to understanding customer workflows and positioning SaaS solutions (preferred)

Benefits

Comp & perks

Hybrid Work Model and Business Casual Dress Code, including jeans
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical, Dental, Vision
Employee Assistance Program
Parental Leave
SS&C University hands-on, team-customized training
Discounts on fitness clubs, travel and more
Discretionary annual bonus eligibility
Potential equity awards, such as restricted stock units or stock options