Delivery Engagement Manager

About SS&C Technologies

SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

SS&C Intralinks:

A growth-oriented business unit of SS&C, Intralinks is a technology leader in M&A, Alternative Investments and Banking & Securities markets. Our solutions facilitate 1/3 of the world’s global M&A deal flow and 50% of the private equity raised globally.

About the Team:

The SS&C Intralinks Alts and Deal Services team is the strategic growth lever for the company. By enabling Intralinks customers (and potential customers on competitor systems) to upgrade to the latest Intralinks products, you will be the tip of the spear for the companies’ growth in 2026 and beyond. You’ll be part of a global team of experts in the Intralinks platform, FinTech, and cutting-edge new technologies. In this role you will be responsible for leading, directing, and providing delivery of Intralinks posting services and Due Diligence Questionnaire services. You will act as the primary point of contact in dealing with customer.

About The Role

SS&C Intralinks is seeking a full-time Delivery Engagement Manager to help create lasting client relationships through the successful delivery of Intralinks Alts services and Deal Services. The person in this role will play a critical role throughout the discovery and delivery (post-close) of a set of value-based offerings (“Alts Delivery Services”)(“Deal Services”) that enhance the SS&C Intralinks client’s dealmaking experience.

In addition to scoping projects, you will also design and implement Deal Services and Alts Services solutions based on the client’s business needs. You will also work closely with core stakeholders within Global Sales, Pre-Sales Engineering, Global Services and Support, and Legal not to mention a network of partners responsible for delivering the services. Additionally, you will have a cadence and work closely with our Marketing, PMO, SOC, Tech Ops, Finance/Billing, Product Management, and Development organizations.

Your Responsibilities

Primary:

• This role is engaged as the customer-facing representative on a project team – primarily responsible for interfacing with LP and GPs in Alts, Advisors, End Clients, and other business stakeholders on the Delivery (after discovery and design) of our Deal Services offerings.
• Responsible for research and maintaining the knowledge of emerging technologies within the Alts and Deal Services offered, and building solutions to solve business problems.

Delivery Responsibilities:

• Responsible for research and maintaining the knowledge of emerging technologies within the Deal Services offered and building solutions to solve business problems.
• Collaborate with clients to identify, document Posting services requirements for Investorvision, analyzing current state including document frequencies, investor preferences, and type distributions (e.g., capital calls, distribution notices).
• Strategize comprehensive posting workflows via client kickoffs, addressing pain points, risks, timelines, and expectations.
• Oversee end-to-end InvestorVision posting workflow: receive and prepare data from administrators, stage and cleanse documents, upload via Appstream/VIA, conduct dual-review quality assurance and notify LPs.
• Deliver timely status reports to stakeholders, meticulously document processes and adjustments, escalate issues to support, and facilitate product team meetings to address mission-critical posting challenges, ensuring compliant and reliable service delivery.
• Develop best practices, processes, and standards to continuously improve the InvestorVision posting process, offloading time-consuming and tedious work through human-in-the-loop workflows
• Strategize unified Due Diligence Questionnaire (DDQ) workflows incorporating AI-assisted responses, mapping legacy formats to AI-compatible structures, and normalizing data through sample collection and transformation solutions.
• Oversee AI-driven DDQ responses with prompt tuning for third-party positioning, conduct quality control to ensure completeness and GP-LP collaboration, while providing status updates, documenting processes/adjustments, reporting issues, and holding product team meetings.
• Develop best practices to accelerate DDQ completion via operational efficiency, enhanced communication, and AI optimization.
• Lead kick-off calls and present implementation/delivery plans for Deal services delivery
• Gather client requirements through sessions to define use cases, infrastructure, pain points, and systems; recommend and design Deal Service solutions per best practices and Intralinks guidelines.
• Document artifacts (requirements, processes, work instructions); communicate with external partners; validate service accuracy throughout project lifecycle.
• Provide partner/product team feedback on client input, challenges, and improvements; validate partner invoices; seek upsell opportunities; identify gaps to optimize/streamline processes

Pre-sales Responsibilities:

• Understand client business needs, gather initial requirements, recommend best practices through direct client interaction, and work closely with cross-functional teams to assemble Services that meet the client’s needs
• Conducts complete requirements gathering session.
• Opportunity and pipeline management

Your Experience

• Bachelor’s in Business management, Financial Information Systems, or another related field. Or equivalent work experience.
• 2+ Years in a Presales or Sales support role
• 3+ years of experience in a Project Management role and/or Project Management. Business Analyst experience/Attention to detail is a plus
• 3+ years of experience in a Sales type customer success or customer-facing role.
• Project management certification desired (e.g. PMP, CSM, APM, CompTIA)
• Experience working with cross-functional technical teams including Sales, Presales, Customer Service, legal, marketing, Finance, Product Management, and Development
• Demonstrated ability to think strategically about business, products, services and about any technical challenges, with the ability to build and convey compelling value propositions.
• Strong organizational skills, with the ability to work on multiple projects with multiple deadlines.
• 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.
• Understands financial markets (e.g. M&A, large Corporates, Liens and Loans, Banking, Capital Markets, Alternative Investments)
• Experience working with cross-functional technical teams including Customer Service, Product Management, Development, Sales, legal, and marketing.
• Consultative and solution mindset
• French, German, or Spanish speaking will be preferable in support of our EMEA Geo

EEO Statement / Non-agency Disclosure

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

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.

Background Checks

All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background checking process should you be successful.