Senior Client Relationship Manager

SS&C Technologies

Sr. Client Relationship Manager nurturing client relationships in the PA-BAS sector.

Posted 7/23/2026full-timeKansas City • Kansas, Massachusetts, Montana • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and account strategy, with a strong focus on client retention and satisfaction in the financial services sector. Proficient in leveraging CRM tools and delivering impactful presentations to drive revenue growth and process improvements.

Highest-signal resume keywords

Client Relationship ManagementAccount ManagementCRM Software ProficiencyMutual Fund Industry KnowledgePresentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Relationship ManagementAccount ManagementStrategic Account PlanningProcess ImprovementAutomation OpportunitiesFinancial Services KnowledgeSales ExperienceBusiness AnalysisNegotiation SkillsClient Support

Soft Skills

Communication SkillsInterpersonal SkillsSelf-MotivatedProactive ApproachResults-Oriented

Tools & Technologies

CRM SoftwareSalesforceMicrosoft Office Suite

Certifications & Qualifications

Bachelor's DegreeMBA

Industry Keywords

PA-BAS SectorFinancial ServicesProfessional Services TechnologyMutual Fund IndustryClient SatisfactionRevenue GrowthIndustry Trends

About the role

Key responsibilities & impact

Manage and cultivate strong, long-lasting client relationships with assigned accounts in the PA-BAS sector
Act as the primary point of contact for clients, understanding their business objectives, challenges, and requirements
Develop and execute strategic account plans to achieve client retention, satisfaction, and revenue growth targets
Proactively identify automation opportunities and process improvements of the common initiatives frequently performed in the team
Collaborate closely with internal teams (e.g., client relationship teams, product development, service delivery, technical support, operations, financial control) to ensure client needs are met and issues are resolved efficiently
Prepare and deliver compelling presentations, proposals, and reports to clients, showcasing the value and benefits of DST Technologies' offerings
Monitor client satisfaction, gather feedback, and implement strategies for continuous improvement
Stay informed about industry trends, competitor activities, and new product/service offerings relevant to the PA-BAS market.

Requirements

What you’ll need

Bachelor's degree in Business Administration, Finance, Accounting, Marketing, or a related field
MBA is a plus
Minimum of 7-10 years of experience in client relationship management, account management, or sales within the financial services or professional services technology sector
Proven track record of successfully providing client support
Strong understanding of the mutual fund industry
Excellent communication, interpersonal, and presentation skills, with the ability to articulate complex technical and business concepts to diverse audiences
Demonstrated ability to build rapport, influence stakeholders, and negotiate effectively
Self-motivated, proactive, and results-oriented with a strong client-centric approach
Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite.

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