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Advent Software - Jacksonville, FL
posted 2 months ago
Full-time - Entry Level
Hybrid - Jacksonville, FL
10,001+ employees
Publishing Industries
About the position
The Client Advocate role at SS&C Advent involves supporting clients using the Black Diamond Wealth Platform™ solution. This position is integral to maintaining strategic relationships with clients, ensuring their satisfaction, and providing solutions to their problems. The role emphasizes communication, problem-solving, and collaboration within a dynamic team environment.
Responsibilities
- Work directly with clients to solve their problems and ensure satisfaction.
- Undertake discovery and education activities to help clients troubleshoot technology and financial industry issues.
- Spend time understanding the client's business model and system needs.
- Act in a consultative manner by offering creative solutions and identifying opportunities for greater value delivery.
- Educate and train clients on rapidly changing software systems to drive adoption.
- Troubleshoot platform-specific and technology-based issues and collaborate with internal teams for resolution.
- Build trust and transparency with clients to strengthen relationships.
- Collaborate with teammates to solve internal issues and client problems.
Requirements
- Proven work experience as a Customer Success Manager or similar role.
- Excellent communication skills, including presentations and written documents.
- Strong problem-solving skills and ability to work cross-functionally.
- Ability to quickly grasp new and complex topics and communicate them clearly.
- Self-starter with the ability to establish priorities and meet deadlines.
Nice-to-haves
- Experience in the financial services industry.
- Familiarity with Salesforce or similar CRM tools.
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical, Dental, Vision Insurance
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs and travel
