Implementation Specialist

• Deliver high-quality business and technical consulting services as part of client implementation projects.
• Analyse client business processes and requirements to design and implement efficient workflows using SS&C Advent solutions.
• Configure systems, perform data migration, testing, documentation and user training to ensure successful project delivery.
• Act as the primary Implementation Consultant for assigned project deliverables or lead end-to-end implementations for smaller engagements.
• Advise clients on system enhancements, technology integrations and best practices to improve operational efficiency.
• Build strong relationships with clients and internal stakeholders while ensuring excellent customer satisfaction throughout project delivery.
• Collaborate with cross-functional teams across multiple regions and travel when required to support client implementations.

Implementation Consultant providing consulting services for financial management software

Senior Implementation Consultant

Implementation Consultant delivering business and technical consulting for financial services. Analyzing client requirements and configuring solutions for efficient workflow implementation.

Customer Success Manager

• Own the Top Tier Account Book: Take full relationship and revenue ownership of Timely’s largest, highest-potential accounts globally, carrying direct accountability for Net Revenue Retention (NRR) targets.
• Proactively identify cross-department upsell vectors, navigate complex procurement, and execute corporate-wide rollouts to systematically close seat expansion, upsell, and cross-sell pipeline.
• Build deep, multi-layered relationships across your portfolio. Move aggressively beyond a single point of contact to align with C-suite executives, business unit leaders, and key economic buyers to cement Timely as a long-term strategic vendor.
• Partner with the Sales team during late-stage cycles to meet with high-value prospects, present the post-sales success roadmap, and serve as a powerful differentiator to win deals.
• Establish and conduct structured, data-driven Quarterly Business Reviews (QBRs) and ROI presentations that tie Timely’s product adoption metrics directly back to the customer's high-level business outcomes and strategic goals.
• Lead complex implementations and proof-of-concept transitions, picking up the baton perfectly from Sales to ensure rapid time-to-value during the critical first 90 days.
• Customize and execute Top tier account rollout frameworks to ensure smooth, organization-wide software adoption.
• Establish and monitor proactive portfolio health indicators. Use AI-driven usage data and relationship signals to identify risks early and deploy mitigation strategies long before the renewal window.
• Act as the strategic bridge between our largest clients and internal Product/Engineering teams. Translate complex compliance, security, and feature requests into actionable roadmap inputs that unlock future Top tier account pipeline.
• Partner with the Head of CS to design playbook iterations, scale departmental infrastructure, and mentor mid-market CSMs as the team grows.

Senior Customer Success Manager driving growth for global SaaS company

Senior Customer Success Manager

Senior Customer Success Manager driving growth for a global SaaS platform, focusing on high-value accounts. Building strong relationships and ensuring software adoption with strategic execution and proactive management.

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Senior Implementation Consultant

Senior Customer Success Manager