Client Consultant at SS&C Technologies · United States · Joined
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Client Consultant
SS&C Technologies · United States · Just now · 0 applicants
NewRemoteFull-timeMiddle
Pay
Pay not listed
Workplace
Remote
Job type
Full-time
Level
Middle
Source: jobright · Posted by joined-scrapper
About the role
This role supports clients on the Black Diamond Wealth Platform, advising on adoption and optimization. Requires 4+ years of client-facing consulting experience with fintech and SaaS solutions.
What you’ll do
Advise clients on platform adoption and business process optimization
Partner with internal teams to improve client outcomes
Lead client discovery sessions and workflow discussions
Recommend solutions aligned with client objectives
Deliver client presentations and executive business reviews
Support AI-enabled platform adoption
What you’ll need
Bachelor's degree in related field or equivalent experience
4+ years of client-facing consulting or solutions-oriented experience
Experience with SaaS, fintech, and financial services software
Strong communication and presentation skills
Proficiency with Salesforce, Microsoft Office, and productivity tools
Familiarity with AI-powered tools and API-driven ecosystems
Original job description
Advent Software, Inc. provides software and services for the global investment management industry. The Client Consultant supports clients using the Black Diamond Wealth Platform by advising on platform adoption, optimizing business processes, and partnering with internal teams to improve client outcomes.Bachelor's degree in Business, Finance, Information…