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About the Role
Support the Core Sales organization by driving prospecting efforts, executing business development campaigns, coordinating territory planning, assisting with pricing and sales operations, and helping Account Executives maximize selling time. This role is focused on creating pipeline, improving sales efficiency, and supporting strategic initiatives across the team.
Responsibilities
- Partner closely with the Core Sales team to support prospecting and outbound business development efforts
- Assist with identifying and researching prospective firms across Emerging, Mid Market, and High Profile segments
- Support outbound campaigns including email outreach, call campaigns, event follow up, and strategic account targeting
- Coordinate meetings and travel schedules for sales representatives while they are in territory, including client meetings, partner meetings, and centers of influence
- Help maintain and improve CRM data quality, pipeline tracking, and sales activity reporting within Salesforce
- Assist sales leadership with pricing support, proposal preparation, and internal deal coordination
- Collaborate with marketing and sales leadership on campaign execution, conference follow up, and pipeline generation initiatives
- Support custodial and strategic partner relationship initiatives where needed
- Help prepare sales materials, territory plans, prospect lists, and account research for client meetings and business reviews
- Identify process improvement opportunities to help the sales organization scale more effectively
- Assist with ad hoc strategic projects and operational initiatives across the sales organization
Requirements
- Bachelor’s degree preferred
- 1–3 years of experience in sales, business development, financial services, fintech, or a related field preferred
- Strong communication and organizational skills
- Highly detail oriented with the ability to manage multiple priorities simultaneously
- Comfortable working in a team oriented, fast paced environment
- Strong work ethic with a proactive and self starter mentality
- Experience with Salesforce or CRM systems preferred
- Proficiency in Microsoft Office, including Excel and PowerPoint
- Interest in fintech, wealth management, and enterprise technology solutions preferred
- Strong teammate and positive attitude
- Coachable and open to feedback
- High level of professionalism and integrity
- Ability to build relationships internally and externally
- Strong attention to detail and follow through
- Process oriented mindset with the ability to execute consistently
- Desire to grow within a high performance sales organization
Skills
- Salesforce
- CRM systems
- Microsoft Office
- Excel
- PowerPoint
Location
- Jacksonville, FL
- Boston
- New York City
- Chicago
Work Type
- Full-time
Experience Level
- 1-3 years
Education Level
- Bachelor's degree
Salary/Compensations
- $75,000 - $85,000 USD
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) plan with company match
- Paid time off
- Holidays
- Parental leave
- Professional development reimbursement
About the Company
- SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely.
- Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide.
- More than 23,000 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.
- 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.
- Join SS&C, where innovation meets global opportunities.
Equal Opportunity
- 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.