Customer Success Manager

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

Customer Success Manager

Location: New York City, NY | Hybrid

Get To Know The Team:

Does joining a team of trusted advisors who put the customer at the center of everything they do interest you? The SS&C Intralinks Customer Success Team ensures our customers launch successfully, adopt into their organization, and achieve the results and value they want. This team is comprised of subject matter experts who are all motivated by helping our customers achieve success with Intralinks.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a Business Casual Dress Code, including jeans

• Your Future: 401k Matching Program, Professional Development Reimbursement

• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays

• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave

• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity

• Training: Hands-On, Team-Customized, including SS&C University

• Extra Perks: Discounts on fitness clubs, travel and more!

Lead Strategic Onboarding & Value Realization

• Guide new M&A clients through structured onboarding that accelerates time-to-value across core Intralinks solutions, with a strong emphasis on DCAi adoption.

• Deliver targeted enablement that drives feature utilization aligned to transaction efficiency and deal velocity.

Drive DCAi Adoption & Workflow Optimization

• Proactively engage clients to embed DCAi into live deal workflows.

• Partner with clients to identify use cases where AI-enabled tools increase speed, reduce risk, and enhance outcomes.

• Track and influence measurable adoption milestones.

Expand Services Through Insight-Led Engagement

• Identify signals that indicate demand for Deal Services, SecurityHub, After-Hours support, and other premium offerings.

• Translate customer behavior into expansion opportunities and partner with Sales to drive services growth.

• Position services as strategic accelerators - not reactive add-ons.

Own Strategic Relationship Management (Not Tactical Support)

• Serve as the strategic advisor for deal readiness, workflow efficiency, and product optimization.

• Reinforce and educate customers on proper utilization of Intralinks' Support and Assist channels for technical and day-to-day needs.

• Protect focus time by ensuring operational requests flow through designated support pathways.

Proactively Manage Health & Retention Signals

• Monitor engagement, adoption, and risk indicators to intervene early and protect key customer relationships.

• Develop and execute account plans for priority clients in partnership with Sales.

• Deliver structured value reviews tied to measurable business outcomes.

Operate with Commercial & Operational Discipline

• Maintain clear documentation of engagement strategy, adoption progress, and expansion opportunities.

• Contribute to forecasting insights related to retention and services pipeline.

• Continuously deepen expertise in capital markets workflows, transaction lifecycle dynamics, and AI-enabled deal technology.

What You Will Bring:

• Bachelor's degree or equivalent work experience.

• 2-3 years of related experience in a Customer Relationship Management role or Financial Services industry.

• Bilingual English and Spanish/Portuguese.

• Experience implementing and supporting SaaS solutions.

• Able to work standard business hours with flexibility off-hours and ongoing mobile phone (email) monitoring.

• Detail-oriented, results-driven.

• Exceptional in business, excel and other technology tools.

• Strong communication and organizational skills; manage multiple projects and deadlines.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers.

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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 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.