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Client Success Project Manager Jobs in Massachusetts

NGE Sports

Customer Success Manager

Boston, MA · On-site

$90 - $140/hr

Lead end-to-end client implementations, ensuring projects are delivered on time, on budget, and to the highest standard. * Manage multiple client accounts simultaneously, balancing priorities and ...

New

MagicOrange

Customer Success Manager

Dedham, MA · On-site

Lead end-to-end client implementations, ensuring projects are delivered on time, on budget, and to the highest standard. * Manage multiple client accounts simultaneously, balancing priorities and ...

Alegeus

Project Manager

Boston, MA

... client implementations from kickoff through successful production launch. * Own the overall success ... EDUCATION/EXPERIENCE: * 3-7 years of project management, implementation, consulting, or client ...

ARVO

Account Manager / Customer Success

Boston, MA · On-site

$60K - $70K/yr

Minimum of 2 years' experience in account management, client success, sales, customer success, or project management roles. * Demonstrated success in managing client relationships and achieving ...

Vantage Builders Inc

PROJECT MANAGER

Waltham, MA · On-site

$85K - $110K/yr

... success metrics. * Provide leadership and direction to Assistant Project Managers, Project ... Client Relationship Management * Serve as the primary point of contact for owners, tenants ...

Vantage Builders Inc

PROJECT MANAGER

Waltham, MA · On-site

$85K - $110K/yr

... success metrics. * Provide leadership and direction to Assistant Project Managers, Project ... Client Relationship Management * Serve as the primary point of contact for owners, tenants ...

ARVO

Account Manager / Customer Success

Boston, MA · On-site

$60K - $70K/yr

Minimum of 2 years' experience in account management, client success, sales, customer success, or project management roles. * Demonstrated success in managing client relationships and achieving ...

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Client Success Project Manager information

What does a client success project manager do?

A Client Success Project Manager is responsible for ensuring that clients achieve their desired outcomes while using a company’s products or services. They act as the main point of contact between the client and the company, coordinating project timelines, managing deliverables, and addressing any concerns or issues that arise. Their role combines elements of project management and customer relationship management, aiming to enhance client satisfaction, retention, and long-term success.

How does a client success project manager typically balance client expectations with project deliverables?

Client Success Project Managers play a crucial role in ensuring that client needs are met while also keeping projects on track and within scope. This often involves setting clear communication channels, proactively managing timelines, and regularly updating clients on progress or potential roadblocks. They work closely with cross-functional teams, such as sales, product, and support, to align client goals with achievable deliverables and ensure a smooth project lifecycle. Strong relationship-building skills and the ability to manage multiple priorities are essential for success in this role.

What are the key skills and qualifications needed to thrive as a client success project manager, and why are they important?

To thrive as a Client Success Project Manager, you need a strong background in project management, client relations, and a relevant bachelor's degree, often supplemented by experience in customer-facing roles. Familiarity with project management tools (such as Asana, Trello, or Jira), CRM systems, and certifications like PMP or CSM are commonly required. Excellent communication, problem-solving, and relationship-building skills help you manage client expectations and drive project success. These competencies are crucial for ensuring projects are delivered on time, clients remain satisfied, and long-term partnerships are fostered.

What is the difference between Client Success Project Manager vs Customer Success Manager?

AspectClient Success Project ManagerCustomer Success Manager
Primary FocusManaging client projects, ensuring delivery and implementationBuilding ongoing relationships, ensuring customer satisfaction
CertificationsProject management certifications (PMP, CAPM)Customer success or account management certifications
Work EnvironmentCollaborates with project teams, handles timelinesEngages directly with clients, focuses on retention
Industry UsageCommon in SaaS, IT, consultingCommon in SaaS, tech, service industries

While both roles aim to enhance client satisfaction, the Client Success Project Manager primarily manages specific projects and deliverables, whereas the Customer Success Manager focuses on long-term client relationships and retention. Understanding these differences helps organizations assign the right roles for client success initiatives.

What cities in Massachusetts are hiring for Client Success Project Manager jobs?

Cities in Massachusetts with the most Client Success Project Manager job openings:

Client Success Project Manager jobs near you

Client Success Relationship Manager - Investment Management Portfolio

SS&C Technologies

Boston, MA • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

SS&C Technologies rating

7.7

Company rating: 7.7 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

149th of 245 rated software companies

Job description

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
Job Title:Client Success Relationship Manager, Director
Locations: Boston, MA | Hybrid
About the Role
SS&C Advent's Customer Success Relationship Managers serve as trusted advisors to our loyal customers, helping them to achieve success with their solutions while maximizing their return on investment. By leveraging a proactive consultative approach, our Relationship Managers bring SS&C Advent's very best ideas, innovations, and capabilities to their portfolio of customers. Our team matches these to the customer's business objectives, determining the best approach for leveraging our software capabilities and providing recommendations on how to achieve the most impactful business outcomes. Relationship Managers are an integral component of our Global Customer Experience team, and we are looking for strong contributors to join our hybrid team of competitive and experienced professionals focused on transformational processes, customer loyalty, our customers' growth, and ultimately maintenance of our industry-leading renewal rates.
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
  • Proactively identify and prioritize accounts to focus efforts within a defined territory as based on perceived risk, potential growth opportunity, strategic value, and renewal time frame.

  • Develop long-term relationships with your portfolio of assigned customers, connecting with key business executives from C level on down. Effectively deliver scheduled business reviews to key business contacts.

  • Cultivate an understanding of your customers' business requirements, industry challenges and goals coupled with a strong understanding of how they are using their SS&C Advent solutions to maximize adoption, growth, and account retention as well as the trusted advisor role with the customer.

  • Develop account and engagement plans for SS&C Advent customers that outline their critical success factors, metrics for success, potential issues, and dependencies and provide recommendations for each. Collaborate with internal teams such as Services, Sales and Renewals to ensure execution of account and engagement plan.

  • Provide strategic oversight during the entire customer journey including implementation, optimization, growth, renewal and ensure a seamless handover of knowledge and responsibilities where appropriate.

  • Identify expansion opportunities and collaborate with the sales teams to ensure growth objectives and footprint increase.

  • Work closely with the SS&C Advent's Services teams to identify new opportunities and facilitate transitions from Services following implementation, upgrades, migrations, etc.

  • Act as a collaborative partner with the Support teams to ensure customer tickets are resolved to the best of SS&C Advent's abilities.

  • Be the voice of the customer to Product Management, Product Marketing, Support, Renewals, Services, Sales, Finance, etc. building strong working relationship with each to ensure customer success and consistency of contact.

  • Develop a thorough understanding of the SS&C Advent product suite and industry (where not already present).

  • Work collaboratively with the Marketing and Sales teams to identify and build customer references.

Required Experience
  • BA/BS or equivalent degree or related work experience.

  • 4-6 years of direct customer/account management experience in enterprise software, business consulting or a related field.

  • Key to this role is being able to articulate value, inspire and sell the SS&C Advent story for transforming the investment management industry. As a trusted advisor and coach, the Relationship Manager is the post-sales success leader for the customer.

  • Ability to multi-task and handle complex matters with little supervision and excellent follow-up.

  • High degree of organization, efficiency, urgency and follow through on program planning and execution.

  • Possess excellent verbal and written communication skills inclusive of outstanding presentation development and delivery skills, with the ability to inform, influence and impact all levels of management.

  • Demonstrated ability to communicate effectively, present and influence credibly at all levels of the organization, including executive and C-level.

  • Aptitude for both analyzing technical concepts and translating them into business terms and for mapping business requirements to technical solutions.

  • History of strategic and innovative thinking - exercises great judgment and decision-making capabilities.

  • Demonstrated ability to grow relationships and expand platform footprints with the customer firm.

  • Excellent interpersonal skills and the confidence to be an honest advocate, willing to push back when needed.

  • Prior hands-on working knowledge and/or implementation of a complex solution within the FinTech space.

  • Strong collaboration and team working skills.

  • Excellent follow-up skills with great attention to detail.

  • Willing to travel 15-30%.

Join SS&C, where innovation meets global opportunities. Click here to apply.
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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.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
Massachusetts: The expected base salary for the position is between 160,000 USD to 180,000 USD.
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.

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About SS&C Technologies

Sourced by ZipRecruiter

SS&C Technologies is a prominent player in the software and IT services industry, specializing in investment and financial technologies. The company is headquartered in Windsor, Connecticut, USA, with the core mission to deliver advanced technology-driven solutions and software for the global financial services industry. SS&C Technologies was established in 1986, and since its inception, the company has grown immensely to offer a comprehensive portfolio of services that include fund administration, securities industry software, insurance and pension funds software, asset management, and trading and settlement services.

Industry

Computer and computer peripheral equipment and software wholesalers

Company size

10,000+ Employees

Headquarters location

Windsor, CT, US

Year founded

1986

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