As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

• About SS&C Technologies

• SS&C is a global provider of investment, 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.

  SS&C Intralinks: Watch Video

  A growth-oriented business unit of SS&C, Intralinks is a technology leader in M&A, Alternative Investments and Banking & Securities markets. Our solutions facilitate 1/3 of the world’s global M&A deal flow and 50% of the private equity raised globally.

  About the Team:

  The DEM is an integral role within the Delivery Deal Services team, nested within the larger Global Customer Success and Support organization. Within your responsible region, the DEM will design and implement Deal Service solutions based on the client’s business needs. The DEM will also work closely with core stakeholders within Global Sales, Pre-Sales Engineering, Global Services and Support, and Legal not to mention a network of partners responsible for delivering the services. Additionally, the DEM will have a cadence and work closely with our Marketing, PMO, SOC, Tech Ops, Finance/Billing, Product Management, and Development organizations.

  Responsibilities: Primary:

  • This role is engaged as the customer-facing representative on a project team – primarily responsible for interfacing with Advisors, End Clients, and other business stakeholders on the discovery, design, implementation or delivery of our Deal Services offerings.
  • Responsible for research and maintaining the knowledge of emerging technologies within the Deal Services offered and building solutions to solve business problems.

  Pre-sales Responsibilities:

  • Understand client business needs, gather initial requirements, recommend best practices through direct client interaction, and work closely with cross-functional teams to assemble Services that meet the client’s needs.
  • Conducts complete requirements gathering session
  • Opportunity and pipeline management

  Delivery Responsibilities:

  • Lead Kick-off call and present implementation or delivery plan.
  • Lead/participate in client requirement gathering sessions to define and understand the overall client use case, requirements, infrastructure, pain points, and existing systems.
  • Recommend and design Deal Service solutions based on best practices, Intralinks product guidelines, and rational sense.
  • Document different artifacts (i.e., Requirement document, custom processes, Work Instructions, etc.) pertaining to the required service or Intralinks product/service.
  • Communicate requirements and lead/coordinate with external Partners.
  • Validate the accuracy of the implemented service throughout the project life cycle.
  • Provide partner/product team feedback on client input, challenges, and improvements; validate partner invoices; seek upsell opportunities; identify gaps to optimize/streamline processes
  • Be forward-thinking to identify gaps and look for ways to optimize and streamline.
  • On-call weekend rotational support by DEM for client projects

  Basic Qualifications:

  • Bachelor’s in business management, Financial Information Systems, or another related field. Or equivalent work experience.
  • 3+ years of experience in an IT Project Management role and/or Project Management. Business Analyst experience is a plus.
  • 3+ years of experience in a Sales type customer success or customer-facing role.
  • Project management certification desired (e.g. PMP, CSM, APM, CompTIA)
  • Experience working with cross-functional technical teams including Customer Service, Product Management, Development, Sales, Pre-sales, legal, marketing, and Finance.
  • Demonstrated ability to think strategically about business, product, and technical challenges, with the ability to build and convey compelling value propositions.
  • Strong organizational skills, with the ability to work on multiple projects with multiple deadlines.
  • Excellent listening, oral, and written communication skills.
  • Self-starter with the ability to work independently and manage priorities.
  • Ability to work under pressure in a fast-paced environment and think outside the box.
  • Interface with customers, colleagues, management, and project stakeholders, as needed, to ensure overall project success.
  • Optimally, has a balanced combination of large corporate and small, entrepreneurial company backgrounds.
  • Detail and goal oriented.
  • Understands financial markets (e.g. M&A, Corporate, Loans, Asset Management, Private Equity, etc.)
  • Experience working with cross-functional technical teams including Customer Service, Product Management, Development, Sales, Pre-sales, legal, and marketing

  • French, German, or Spanish speaking is nice to have, in support of our EMEA Geo

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.

Applications will be accepted on an ongoing basis until the position is filled.

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.