Client Assist Specialist - Customer Success

Client Assist Specialist

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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

The global Customer Success(CS) team is integral in creating long term value for our customers and ensuring their success with our technology. This team is highly regarded as trusted advisors that guide and advocate for our extensive portfolio of customers. Working closely with customers, Customer Success plans SaaS implementations, on-boardings, trainings, and ongoing support. This team also identifies opportunities and challenges from the way the customer engages with our solution and takes action to help resolve challenges and foster expansion of usage and value from the solution over time.

Overview

The Client Assist Specialist(CAS) is a critical client facing role in the CS organization and will work with customers on general maintenance and support for new and on-going implementations of Intralinks solutions. In this role, the CAS may be the direct line for data room managers and contract signers to address inbound questions and issues, and engaging internal resources as needed to complete client requests. The CAS will work in conjunction with other CS professionals and will apply professional concepts, company policies and procedures to execute work on behalf of the customer.

Responsibilities

• Responsible for the coordination and completion of projects on Customer Success team.
• Deep understanding of IL markets and the role IL solutions play in helping our Clients achieve their business goals.
• Complete client’s requests for assistance in a timely manner and with high quality.
• Confirm client requirements, manage customer expectations, and liaise with other internal teams as needed.

This is a direct-contact-with-Customers position. Communications with customers is expected through telephony and electronic mediums.

Abilities & Qualities

• Passionate about customer success
• Attention to Detail
• Strong computer skills required, especially MS Office suite skills. Advanced Excel Skill required. (If Statements, VLOOKUP’s, MID, LEFT, CONCATENATE Functions)
• VB Scripting within MS Excel (a plus).
• Comfortability with filtering and pivot tables
• Demonstrated verbal, written and interpersonal communication skills
• Demonstrated Problem-solving skills
• Demonstrated skills in adapting, multi-tasking and troubleshooting
• Demonstrated ability to work individually and as part of a project team
• Ability to effectively set and mange expectations
• Reliability, a strong work ethic
• Able to communicate well with Clients and Internal resources utilizing strong logic abilities to think through and drive alternatives solutions.

 

 

 

Qualifications

• 2-7 years’ experience in data related Operations, SaaS system management or customer support.
• 2-7 years’ experience in customer facing role.
• Bachelor’s degree preferred.
• Industry certificates a plus

 

 

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.

 

 

 

 

 

 

 

 

 

 

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.

Experience Level

Entry Level