Engagement Manager

SS&C Technologies Holdings; Greater London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services technology provider is seeking an Engagement Manager to interface with client IT and business stakeholders, ensuring the successful deployment of integration solutions. The role requires 3+ years of B2B financial services sales experience and a solid understanding of financial technology. Candidates should demonstrate strong communication and analytical skills, with proficiency in tools like Salesforce. This role offers a hybrid work model and competitive benefits to maintain work-life balance.

Benefits

Flexible work model

Professional development reimbursement

Competitive holiday scheme

Qualifications

• 3+ years of experience in B2B financial services sales.
• High level of comfort in preparing and leading client presentations.
• Demonstrated ability to work independently and manage priorities.

Responsibilities

• Interface with client stakeholders on product integration.
• Research and maintain knowledge in emerging technologies.
• Meet performance metrics for client activity and quota achievement.

Skills

B2B financial services sales

Financial technology understanding

Communication skills

Relationship management

Team skills

Microsoft Office expertise

Analytical skills

Problem-solving skills

Tools

Salesforce

Salesloft

Job description

Job Description

Engagement Manager

Locations

London

Get To Know The Team

The EM is an integral role within the Global Professional Services organisation, nested within the larger Global Technical Sales organisation. The EM will work closely with all stakeholders within Global Sales, Global Services and Support, and Legal as the core teams, within your responsible region, to design and implement solutions based on the clients’ requirements, and our product and service offerings. The EM will also have a cadence and work closely with our PMO, SOC, Tech Ops, Finance, Product Management, and Development organisations.

Why You Will Love It Here!

Flexibility : Hybrid Work Model

Your Future : Professional Development Reimbursement including access to SS&C University

Work / Life Balance : Competitive holiday scheme

Your Wellbeing : Competitive benefits designed to support the wellbeing of our staff

Diversity & Inclusion : Committed to Welcoming, Celebrating and Thriving on Diversity

Training : Hands‑On, Team‑Customised throughout your career

What You Will Get To Do :

This role is engaged as the sales focused customer‑facing representative. Primarily responsible for interfacing with client IT, Compliance & Security, and business stakeholders on the Value positioning, Closing, Discovery, Design, installation, or deployment of our integration products or custom Professional Services solutions as part of the overall implementation engagement.

Partners with the Sales, Sales Engineers, Solution Team members and Technical Consultants and other internal resources, to identify, value position, and understand client requirements and sell a solution based on the suite of Intralinks products, or custom Professional Services solutions.

Researches and maintains knowledge in emerging technologies and solutions to solve business problems.

Understand client business needs, gather initial requirements, recommend best practices through direct client interaction, and work closely with the cross‑functional teams to price and assemble solutions to meet the client’s needs.

Meet agreed monthly/annual performance in both client activity (meetings/demos etc.) and quota achievement.

What You Will Bring :

• 3+ years of experience of B2B financial services sales;
• Understanding of financial technology
• Demonstrable communication, relationship, and team skills
• Demonstrated ability to successfully accomplish responsibilities in a high‑pressure, high‑workload environment; effectively manage time, prioritise tasks and work within deadlines with little supervision
• High level of comfort preparing and leading client presentations
• Ability to identify and overcome potential objections that could be raised by prospective clients
• Expertise with Microsoft Office applications – specifically MS PowerPoint, Word, and Excel; Experience with sales tools like Salesforce and Salesloft
• Basic Knowledge and understanding of architecture, application design, systems engineering, and integration.
• Experience working with cross‑functional technical teams including Customer Service, Product Management, Development, Sales, Pre‑sales, legal, and marketing.
• Demonstrated ability to think strategically about business, product, and technical challenges, with the ability to build and convey compelling value propositions.
• Strong organisational skills, with the ability to work on multiple projects with multiple deadlines.
• Excellent listening, oral, and written communication skills.
• Strong analytical and problem‑solving skills to identify process gaps.
• Ability to work independently and manage priorities.

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.