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
Key Accountabilities and Responsibilities
*Key responsibilities
1. Salesforce Administration & System Ownership
- Act as Subject Matter Expert (SME) for Salesforce across operations
- Manage user access, permissions, roles, and group structures
- Maintain and enhance:
- workflows, process builders, Lightning components
- dashboards, reports, and case management functionality
- Support incident management, defect resolution, and ServiceNow tickets
- Collaborate with platform/studio teams for system enhancements
- Ensure strong data quality, integrity, and governance controls
- Provide training, onboarding, and guidance to end users
2. MI, Reporting & Data Analytics
- Design, develop, and maintain Power BI dashboards and reports
- Translate business requirements into actionable MI and insights
- Develop SQL queries and logic for data extraction and analysis
- Build scalable reporting frameworks integrating Salesforce and other systems
- Monitor key operational metrics (SLA, productivity, complaints, risk events)
- Provide trend analysis, forecasting, and decision-support insights
- Develop automation solutions using:
- Excel & VBA (macros, reporting automation)
- Power Automate (workflow automation, data movement)
- Identify opportunities to reduce manual effort and improve efficiency
- Support creation of data pipelines and automated reporting processes
- Drive continuous improvement initiatives across operations
3. Operational MI and planning insights
- Support integration between Salesforce, Power BI, and data platforms
- Work with:
- Databricks (optional) for data pipelines and notebooks
- Azure DevOps (optional) for deployment and data refresh automation
- Enable API/data extraction layers to support real-time reporting
Key Interfaces:
Internal
- Analysts
- Colleagues
- Team Leaders/ Managers
- Business Managers
- Service Delivery Areas
- Call Handlers / Processors
External
Competence / Knowledge / Skills required
Qualification
- Graduate in any discipline
Knowledge:
Salesforce & Systems
- Strong expertise in Salesforce administration
- Knowledge of Apex, triggers, workflows, Lightning components
- Experience in case management, dashboards, and reporting within Salesforce
Data & Analytics
- Strong proficiency in:
- Power BI (dashboarding, DAX, data modelling)
- SQL (data extraction and transformation)
- Excel & VBA (automation, reporting)
Automation & Tools
- Power Automate (workflow automation)
- Collaboration tools: Teams, Jira, Confluence
Advanced / Desirable Skills
- Azure
- Databricks (data pipelines, Python/SQL notebooks)
- Application monitoring tools (e.g., AppDynamics)
- CI/CD, static code analysis tools (SonarQube, Checkmarx)
Soft Skills
- Strong analytical and problem-solving ability
- Excellent communication and stakeholder management
- Ability to simplify complex data into insights
- Continuous improvement mindset
- Ability to work in fast-paced Agile environments
Experience:
5–10 years’ experience in:
- Salesforce technologies
- MI / Reporting / Data analytics
- Experience as an SME supporting Salesforce and operational teams
Strong experience in:
- reporting transformation
- automation initiatives
process improvement
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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.
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.
