Sales Executive

SS&C Technologies

Sales Executive responsible for identifying and closing new business opportunities for SS&C's EVOLV software solutions. Focused on building relationships in the financial technology sector.

Posted 5/17/2026full-timeRemote • District of Columbia, Illinois, Massachusetts, New York, Virginia • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

Proactively identify and qualify new sales opportunities through various channels, including market research, networking, cold calling, and inbound lead follow-up.
Develop and maintain a robust sales pipeline, accurately forecasting sales activity and revenue.
Conduct thorough needs assessments with potential clients to understand their business challenges and demonstrate how SS&C's solutions can address them.
Prepare and deliver compelling sales presentations, product demonstrations, and proposals tailored to individual client requirements.
Negotiate and close complex sales agreements, ensuring mutually beneficial terms for both the client and SS&C.
Build and maintain strong relationships with key stakeholders and decision-makers within client organizations.
Collaborate closely with internal teams, including pre-sales, product, and client services, to ensure a seamless client experience.
Stay up-to-date on industry trends, competitive landscape, and SS&C product enhancements.
Achieve and exceed assigned sales quotas and performance metrics.
Maintain accurate and up-to-date records in the CRM system (e.g., Salesforce).

Requirements

What you’ll need

Bachelor's degree in Business, Finance, Marketing, or a related field
8-10 years of proven sales experience in the financial technology (FinTech) industry, with a strong track record of exceeding sales targets
Demonstrated understanding of financial services operations, including banking and asset management, and/or alternative investments
Experience selling complex software solutions or services to CFO and CRO of Banks
Excellent communication, presentation, and interpersonal skills
Strong negotiation and closing skills
Ability to work independently and as part of a team in a fast-paced environment
Proficiency in CRM software (e.g., Salesforce) and Microsoft Office Suite
Willingness to travel as required.

Benefits

Comp & perks

medical, dental, and vision coverage
a 401(k) plan with company match
paid time off, holidays, and parental leave
professional development reimbursement opportunity

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

sales forecastingneeds assessmentsales presentationsproduct demonstrationsnegotiationclosing salesCRM softwarefinancial services operationssoftware solutions salessales quotas

Soft Skills

communicationpresentationinterpersonal skillsnegotiation skillsteamworkindependencerelationship buildingadaptabilityproblem-solvingtime management