Customer Success Manager

SS&C Technologies; São Paulo; Hybrid; BRL 90,000 - 150,000; Full time

Job summary

SS&C Technologies is seeking a Customer Success Manager for the DealCentre team to support Spanish-speaking markets from São Paulo, Brazil. The role focuses on onboarding, adoption, and ongoing customer engagement across Latin America, partnering with Sales and cross-functional teams to drive value and retention.

You will guide customers from implementation to advanced usage of DealCentre, including AI-enabled workflows, while maintaining strong relationships with stakeholders and ensuring

Qualifications

• Bachelor's degree or equivalent relevant work experience.
• Fluent Spanish, with the ability to lead customer training, business discussions, and written communication independently.
• Professional working proficiency in English and Spanish; Portuguese proficiency preferred.
• At least 2-3 years of experience in Customer Success, account management, SaaS adoption, or a related customer-facing role.
• Experience onboarding customers and driving adoption of SaaS solutions.
• A consultative approach: you ask thoughtful questions, understand business needs, and connect technology to practical outcomes.
• Commercial awareness and the ability to recognize customer risk, identify growth opportunities, and collaborate effectively with Sales.
• Strong communication, presentation, and relationship-building skills across users, administrators, and senior stakeholders.
• Proficiency with CRM platforms, customer success tools, Excel, and other business applications.

Responsibilities

• Connect adoption to customer outcomes and translate workflow priorities into engagement plans.
• Lead onboarding and activation to ensure meaningful use of DealCentre.
• Drive sustained adoption by integrating AI-enabled workflows into daily deal activities.
• Coordinate with Support, Product, and other teams to address customer challenges.
• Represent the voice of the customer to improve product and experience.
• Maintain disciplined execution with updated account plans and risks in CRM.
• Develop industry expertise in M&A, deal execution, and emerging technology.

Skills

Clear communication

Customer relationship building

Presentation skills

Analytical mindset

Education

Bachelor’s degree or equivalent

Tools

CRM platforms

Excel

Customer success tools

Job description

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

Customer Success Manager - DealCentre, Spanish-Speaking Markets

Location: São Paulo, Brazil | Hybrid

Language requirement: Fluent Spanish

About the Role

The SS&C Intralinks Customer Success team helps customers improve how they manage and execute deals. As trusted advisors, we connect our customers' business objectives with the capabilities of DealCentre, our AI-enabled deal platform, and Intralinks services.

Our role goes beyond a successful launch. We help customers embed DealCentre into their workflows, adopt capabilities that deliver meaningful value, and build lasting relationships that support retention and growth.

Based in São Paulo, this role will primarily serve our Spanish-speaking customer base across Latin America. You will partner closely with Sales and internal teams to turn customer engagement into stronger adoption, better deal experiences, and measurable business outcomes.

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

• Connect adoption to customer outcomes. Understand customers' deal processes, priorities, and challenges, and translate them into clear engagement plans with agreed objectives and success measures.
• Lead successful onboarding and activation. Guide customers from initial setup to meaningful use of DealCentre, tailoring training and recommendations to their roles and workflows.
• Drive sustained adoption. Help customers incorporate relevant platform capabilities, including AI-enabled workflows, into their day-to-day deal activities.
• Act on customer signals. Use product usage, engagement, and customer feedback to identify stalled workflows, adoption barriers, and opportunities to deliver additional value.
• Build proactive account plans. Prioritize engagement based on customer needs, account potential, and risk, with clear actions, owners, and follow-through.
• Partner with Sales to retain and grow relationships. Align on shared account strategies, demonstrate customer value, identify qualified expansion opportunities, and connect customers with relevant solutions and services.
• Deliver purposeful customer conversations. Lead check-ins and business reviews that assess progress, reinforce value, and agree on next steps.
• Coordinate issue resolution. Work with Support, Product, and other teams to address customer challenges while maintaining clear communication and accountability.
• Represent the voice of the customer. Translate feedback and recurring workflow challenges into actionable insights that improve the product and customer experience.
• Maintain disciplined execution. Keep account plans, engagement records, risks, and opportunities current in customer success and CRM systems.
• Develop industry expertise. Continuously deepen your understanding of M&A, deal execution, and emerging technology to provide informed, practical guidance.

Required Experience

• Bachelor's degree or equivalent relevant work experience.
• Fluent Spanish, with the ability to lead customer training, business discussions, and written communication independently.
• Professional working proficiency in English and Spanish; Portuguese proficiency preferred.
• At least 2-3 years of experience in Customer Success, account management, SaaS adoption, or a related customer-facing role. Financial services or M&A experience is an advantage.
• Experience onboarding customers and driving adoption of SaaS solutions.
• A consultative approach: you ask thoughtful questions, understand business needs, and connect technology to practical outcomes.
• Commercial awareness and the ability to recognize customer risk, identify growth opportunities, and collaborate effectively with Sales.
• Confidence interpreting usage and engagement data and turning insights into customer actions.
• Strong communication, presentation, and relationship-building skills across users, administrators, and senior stakeholders.
• Strong organization and prioritization skills, with the ability to manage multiple accounts and competing deadlines.
• Proficiency with CRM platforms, customer success tools, Excel, and other business applications.
• Curiosity about AI-enabled technology and