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About the Role
The Associate Sales Development Representative (SDR) plays a critical role in generating new business opportunities for SS&C. Working alongside experienced sales professionals, you will engage with prospective clients across the alternative investment industry, including hedge funds, private equity firms, private credit managers, and institutional asset managers. You will be responsible for managing inbound and outbound prospecting efforts, identifying client needs, qualifying opportunities, and supporting the sales pipeline. As one of the first touchpoints a prospective client has with SS&C, you will help shape the customer experience while building relationships with key decision-makers. The ideal candidate is highly motivated, results-oriented, intellectually curious about financial services, coachable, and eager to build a successful career in technology and services sales.
Responsibilities
- Qualify and route inbound leads by responding to inquiries in a timely and professional manner.
- Execute outbound prospecting campaigns to identify new business opportunities and generate qualified meetings for the sales organization.
- Engage with senior decision-makers including Operations, Finance, Investor Relations, Compliance, and Technology leaders within alternative investment firms.
- Understand and document client business challenges, operational priorities, and growth initiatives through effective discovery conversations.
- Research prospective accounts using multiple sources and maintain accurate records within the CRM platform.
- Generate qualified opportunities and partner closely with Account Executives and Business Development teams to advance sales engagements.
- Develop a strong understanding of SS&C GlobeOp's fund administration, middle office, investor services, compliance, and technology solutions.
- Participate in ongoing sales training and professional development programs to enhance industry and product knowledge.
- Maintain strong working relationships across Sales, Marketing, Product, and Client Service teams globally.
- Shadow/Lead client meetings, product demonstrations, and sales calls to gain exposure to the full enterprise sales lifecycle.
- Consistently achieve activity, meeting, and pipeline generation goals.
Requirements
- Bachelor's degree in Finance, Business, Economics, Marketing, Communications, or a related field preferred.
- Strong interest in financial services, investment management, fintech, or alternative investments.
- Self-motivated team player with a positive, growth-oriented mindset.
- Ability to receive, apply, and act upon coaching and feedback.
- Desire to develop a long-term career in sales and business development.
- Excellent interpersonal skills with the ability to build relationships and establish credibility quickly.
- Strong verbal and written communication skills.
- Detail-oriented with exceptional organizational and time management abilities.
- Ability to manage multiple priorities in a fast-paced environment.
- Active listener who can effectively identify customer needs and communicate value-based solutions.
- Comfortable working independently while collaborating effectively within a team environment.
- Experience with CRM platforms is preferred.
- Previous internship or professional experience in sales, business development, customer-facing roles, or financial services is a plus.
Skills
- Sales
- Business Development
- Customer-facing roles
- Financial services
- CRM platforms
- Interpersonal skills
- Communication skills
- Organizational skills
- Time management
- Active listening
Location
- Worldwide
Work Type
- Full-time
Experience Level
- Associate
Education Level
- Bachelor's degree
Salary/Compensations
- $75,000 - $80,000 USD
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- 401(k) plan with company match
- Paid time off
- Holidays
- Parental leave
- Professional development reimbursement opportunity
- Discretionary bonus
- Equity awards (RSUs or stock options)
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 healthcare operations.
- Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
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.