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About the Role

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.

Responsibilities

Lead Salesforce implementation projects from discovery through deployment and post-launch support.
Act as the primary client contact and trusted advisor throughout project engagements.
Gather business requirements and translate them into scalable Salesforce solutions.
Manage project scope, timelines, budgets, resources, risks, and deliverables.
Configure and administer Salesforce, including automation, security, reporting, dashboards, and user access.
Partner with stakeholders to optimize business processes and drive operational efficiency.
Manage platform enhancements, releases, and change management activities.
Coordinate testing, user acceptance testing (UAT), and deployment activities.
Lead data migration, validation, and reconciliation efforts.
Collaborate with technical teams on integrations, customizations, and solution delivery.
Create and maintain project documentation, training materials, and status reports.
Deliver user training and support adoption initiatives.
Monitor platform performance, user adoption, and data quality.
Identify opportunities to enhance platform capabilities and business value.
Partner with cross-functional teams to ensure successful project outcomes.
Proactively identify and mitigate project risks.
Recommend improvements to implementation methodologies and platform governance.

Requirements

Proven experience leading Salesforce implementation, enhancement, or transformation projects.
Hands-on Salesforce administration and configuration experience.
Strong knowledge of Salesforce Lightning Experience and platform functionality.
Experience gathering and translating business requirements into effective solutions.
Ability to manage multiple priorities in a fast-paced environment.
Strong stakeholder management and relationship-building skills.
Experience facilitating workshops, status meetings, and executive communications.
Knowledge of Agile, Scrum, Waterfall, or hybrid project delivery methodologies.
Experience with data migration, data governance, and system integrations.
Familiarity with ETL tools, SQL, APIs, and integration technologies is an asset.
Strong analytical, problem-solving, and decision-making skills.
Excellent written, verbal, presentation, and facilitation skills.
Self-starter with the ability to work independently and collaboratively.
Experience within financial services, wealth management, asset management, fintech, or related industries is an asset.
Salesforce certifications are strongly preferred.
PMP, CAPM, Scrum Master, Agile, or related certifications are an asset.
Bachelor's degree in Business, Information Systems, Computer Science, Finance, or a related field, or equivalent experience.
3-5+ years of Salesforce administration, implementation consulting, project management, or related client-facing technology experience.
Salesforce Administrator Certification.
Experience with Salesforce Data Loader, Data Import Wizard, and third-party migration tools.
Experience with Financial Services Cloud and wealth management platforms.
Knowledge of CRM governance, release management, and change control processes.
Experience supporting enterprise SaaS platforms within a regulated industry.
Experience supporting enterprise SaaS platforms and client implementations in a regulated industry environment.
Must be legally eligible to work at the specified location(s).
Must be able to provide a valid work or study permit, if selected for an interview.

Skills

Salesforce
Salesforce Lightning Experience
Salesforce administration
Salesforce configuration
Business requirements gathering
Project management
Agile
Scrum
Waterfall
Data migration
Data governance
System integrations
ETL tools
SQL
APIs
Integration technologies
Analytical skills
Problem-solving
Decision-making
Written communication
Verbal communication
Presentation skills
Facilitation skills
Financial services
Wealth management
Asset management
Fintech
Salesforce certifications
PMP
CAPM
Scrum Master
Salesforce Data Loader
Data Import Wizard
Third-party migration tools
Financial Services Cloud
CRM governance
Release management
Change control processes
Enterprise SaaS platforms
Client implementations
Regulated industry environment

Location

Toronto – 200 Front St

Work Type

Fulltime Permanent
Hybrid Work Model

Experience Level

3-5+ years of Salesforce administration, implementation consulting, project management, or related client-facing technology experience.

Education Level

Bachelor's degree in Business, Information Systems, Computer Science, Finance, or a related field, or equivalent experience.

Salary/Compensations

$75,000 - $110,000

Benefits

RRSP Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs
Discounts on travel

About the Company

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.
SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, integrity, and innovation.
We are a fast-paced environment, who promote flexibility, authenticity and offer a hybrid working model to ensure employees can manage their day and meet both work and personal commitments.
Committed to Welcoming, Celebrating and Thriving on Diversity
Hands-On, Team-Customized, including SS&C Learning Institute
Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees

Equal Opportunity

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation.
SS&C Technologies Canada Corp. fosters a positive, equitable and progressive workforce and is committed to accommodating applicants with disabilities throughout the hiring process.
We will work with applicants requesting accommodation at any stage of this process.
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.