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About the Role

The Delivery Engagement Manager (DEM) is an integral role within the Delivery Deal Services team, responsible for designing and implementing Deal Service solutions based on client business needs within their assigned region. This role acts as the customer-facing representative, interfacing with Advisors, End Clients, and other business stakeholders.

Responsibilities

• Act as the customer-facing representative on a project team, interfacing with Advisors, End Clients, and other business stakeholders on the discovery, design, implementation, or delivery of Deal Services offerings.
• Research and maintain knowledge of emerging technologies within Deal Services and build solutions to solve business problems.
• Understand client business needs, gather initial requirements, and recommend best practices through direct client interaction.
• Work closely with cross-functional teams to assemble Services that meet client needs.
• Conduct complete requirements gathering sessions.
• Manage opportunities and pipeline.
• Lead Kick-off calls and present implementation or delivery plans.
• Lead/participate in client requirement gathering sessions to define and understand the overall client use case, requirements, infrastructure, pain points, and existing systems.
• Recommend and design Deal Service solutions based on best practices, Intralinks product guidelines, and rational sense.
• Document different artifacts (e.g., Requirement document, custom processes, Work Instructions) pertaining to the required service or Intralinks product/service.
• Communicate requirements and lead/coordinate with external Partners.
• Validate the accuracy of the implemented service throughout the project life cycle.
• Provide partner/product team feedback on client input, challenges, and improvements.
• Validate partner invoices.
• Seek upsell opportunities.
• Identify gaps to optimize/streamline processes.
• Be forward-thinking to identify gaps and look for ways to optimize and streamline.
• Provide on-call weekend rotational support by DEM for client projects.

Requirements

• Bachelor's in business management, Financial Information Systems, or another related field, or equivalent work experience.
• 3+ years of experience in an IT Project Management role and/or Project Management.
• Business Analyst experience is a plus.
• 3+ years of experience in a Sales type customer success or customer-facing role.
• Experience working with cross-functional technical teams including Customer Service, Product Management, Development, Sales, Pre-sales, legal, marketing, and Finance.
• Demonstrated ability to think strategically about business, product, and technical challenges, with the ability to build and convey compelling value propositions.
• Strong organizational skills, with the ability to work on multiple projects with multiple deadlines.
• Excellent listening, oral, and written communication skills.
• Self-starter with the ability to work independently and manage priorities.
• Ability to work under pressure in a fast-paced environment and think outside the box.
• Interface with customers, colleagues, management, and project stakeholders, as needed, to ensure overall project success.
• Optimally, has a balanced combination of large corporate and small, entrepreneurial company backgrounds.
• Detail and goal oriented.
• Understands financial markets (e.g. M&A, Corporate, Loans, Asset Management, Private Equity, etc.).
• Experience working with cross-functional technical teams including Customer Service, Product Management, Development, Sales, Pre-sales, legal, and marketing.

Skills

• Deal Services
• M&A
• Alternative Investments
• Banking & Securities markets
• Project Management
• Business Analysis
• Customer Success
• Customer-facing
• Strategic thinking
• Value proposition development
• Organizational skills
• Communication skills
• Independent work
• Priority management
• Working under pressure
• Financial markets understanding

Location

• Windsor, Connecticut

Work Type

• Full-time

Experience Level

• 3+ years of experience in an IT Project Management role and/or Project Management
• 3+ years of experience in a Sales type customer success or customer-facing role

Education Level

• Bachelor's in business management, Financial Information Systems, or another related field, or equivalent work experience.
• Project management certification desired (e.g. PMP, CSM, APM, CompTIA)

About the Company

• SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries.
• Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries.
• Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
• SS&C Intralinks is a technology leader in M&A, Alternative Investments and Banking & Securities markets, facilitating 1/3 of the world’s global M&A deal flow and 50% of the private equity raised globally.

Equal Opportunity

• 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.