Sr. Client Relationship Manager - PA-BAS_Q3-2026-R003
At a glance
Senior Account Management role at SS&C. 2 Locations · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Grow and retain your assigned PA-BAS accounts by building durable client relationships and pursuing revenue opportunities
- Serve as the main client contact, learning their goals and challenges and coordinating responses to their needs
- Create account plans that support client retention, satisfaction, and revenue growth targets
- Spot automation and process-improvement opportunities, then work with internal teams to resolve client issues
- Lead client events such as conversions, mergers, and liquidations, and present proposals, reports, and service value
What you bring
- A bachelor's degree in business, finance, accounting, marketing, or a related discipline
- Seven to ten years in client or account management, or sales, in financial services or professional-services technology
- A strong grasp of the mutual fund industry and a record of supporting clients successfully
- Skill with CRM software and Microsoft Office, plus clear communication and presentation abilities
Who this fits
This senior relationship-management role suits someone who can retain and grow financial-services accounts while coordinating across internal teams. The position is hybrid in Kansas City, Braintree, or Boston.
From the employer
SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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
Job Title: Sr. Client Relationship Manager
Locations: Kansas City, MO; Braintree, MA; Boston, MA - Hybrid
About the Role
This role is responsible for nurturing and expanding relationships with a portfolio of key clients, ensuring their satisfaction, and identifying opportunities for growth within DST Technologies' Professional Accounting - Business Advisory Services (PA-BAS) sector. Specifically, this role will help lead and ensure success of a variety of client events including conversions, mergers, liquidations, etc.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an 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.
Required Experience
- 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.
Join SS&C, where innovation meets global opportunities. Click here to apply.
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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
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.
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