Customer Success Manager

SS&C Technologies

Customer Success Manager nurturing client relationships at SS&C. Collaborating with teams to drive engagement and retention with enterprise customers.

Posted 5/28/2026full-timeRemote • Montana • 🇺🇸 United StatesMid-LevelSeniorWebsite

ATS Keywords

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Hard Skills

customer success strategiesaccount managementdata analysisreport generationproblem-solvingcustomer supportsetup tasksrenewal processperformance reportingescalation management

Soft Skills

relationship buildingcommunicationinitiativeproactivityoutcome-drivencollaborationcustomer advocacytimely progress reportingnegotiationmultitasking

Tools & Technologies

ExcelSaaSCRM systemsperformance reporting toolscustomer management softwaredata presentation toolscommunication platformsproject management toolsescalation tracking systemslegal negotiation tools

Certifications & Qualifications

College DegreeCustomer Success CertificationAccount Management CertificationSaaS CertificationProject Management CertificationData Analysis CertificationNegotiation CertificationCustomer Service CertificationTechnical Support CertificationBusiness Communication Certification

Industry Keywords

Enterprise Customer SuccessAccount ManagementCustomer ServiceSaaStechnology companystartup environmentcustomer retentionclient relationship managementperformance metricscustomer engagement

About the role

Key responsibilities & impact

Build long term relationships with customers
Ensure timely renewals, participate in legal negotiations.
Serve as customers’ trusted advisor and partner with sales, professional services, legal, finance, engineering, and other teams to advocate solutions.
Develop and own customer success strategies, account plans, and best practices.
Become proficient in our product and be able to perform setup tasks for customers.
With a focus on growth and expansion, own the renewal process of key enterprise accounts.
Primary point of contact for customer support.
Run and provide performance reports to key clients on a quarterly and annual basis.
Coordinate and manage customer escalations.
Keep customer executives and business appraised of progress; make sure of timely progress towards resolution; report and escalate issues internally.
Be the customer's advocate and represent customers' needs and perspective internally to ensure continued product utilization and expansion.

Requirements

What you’ll need

College Degree or equivalent experience.
3-5 years Enterprise Customer Success/Account Management/Customer Service or similar experience.
Previous experience in a technology company, ideally SaaS.
Ability to generate reports, analyze and present data to customers.
Computer-savvy, including Excel.
Comfortable in a startup setting is ideal.
Ability to manage multiple customers simultaneously.
Take initiative, be proactive and outcome-driven .
Able to communicate both problems and solutions clearly, effectively, and kindly.
Stellar problem-solving skills.
Know how and when to collaborate and escalate to solve a problem.

Benefits

Comp & perks

medical, dental, and vision coverage
a 401(k) plan with company match
paid time off, holidays, and parental leave
professional development reimbursement opportunity