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…