Sales Executive, Insurance, Investment, Accounting

🕒 Novembro 5, 2025

🐊 Florida, New York, +2 estados a mais – Remoto

🐊 Florida – Remote 🗽 New York – Remote 🔔 Pennsylvania – Remote 🎸 Tennessee – Remote

💵 $110.000 - $150.000 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

🧑‍💼 Executivo de Contas

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SS&C Technologies

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1986

🏦 Bancário

💳 Fintech

Banking • Healthcare • Fintech

SS&C Technologies é líder global em tecnologia para serviços financeiros e saúde, reconhecida como a maior administradora independente de hedge funds e de private equity do mundo, além de a maior agente de transferência de fundos mútuos. A empresa oferece um portfólio abrangente de soluções, incluindo gestão de ativos, banking, saúde, seguros e wealth management, alavancando software proprietário e ampla expertise para atender às necessidades operacionais de clientes em diversos setores.

Descrição

• Drive new logo sales within the US insurance market, including SaaS offerings and outsourced investment accounting, operations, reporting and analytics services. • Lead the entire sales process from prospecting through closing, including conducting discovery to qualify opportunities, preparing subject matter experts and other team members, developing presentations, providing quality and timely follow-up to prospects, creating pricing proposals, and negotiating contracts. • Build and maintain a strong sales pipeline of short-, medium- and long-term opportunities through active outreach and nurturing relationships with decision-makers. • Conduct high volume of outreach, including calling, emailing, and running marketing campaigns to generate new leads and opportunities, using Salesforce, Salesloft, and other mediums. • Prepare for prospect meetings with high degree of organization and attention to detail, and deliver high quality presentations and product demonstrations. • Take a consultative approach to understanding a prospect’s challenges, priorities and strategic objectives, and deliver tailored solutions. • Develop a thoughtful strategy and execution plan for every prospect engagement, leading to a well-run sales process and high close rate. • Run complex, consultant-led Request for Proposal (RFP) processes, ensuring responses are consistent, of the highest professional quality, and submitted on time. • Maintain relationships with industry consultants and other influencers to create advocates for SS&C in the market and drive referrals. • Create and distribute continuous thought leadership to address industry trends and challenges, promote SS&C’s expertise and build our reputation. • Plan and attend industry conferences with proactive outreach to schedule meetings with target prospects and maximize our return on investment. • Collaborate and communicate effectively with internal team members and executives to strategize, prepare, and execute on new client opportunities. • Organize PowerPoint slides and talking points for internal presenters, including executives and subject matter experts. • Build rapport with executive decision makers at the prospect and develop relationships at multiple levels of the organization. • Work diligently as an individual contributor and collaboratively with the broader sales team to accurately forecast and consistently achieve revenue targets. • Develop and maintain a deep understanding of SS&C products and services and be able to communicate our unique value proposition to prospective clients.

🎯 Requisitos

• 7-15 years sales experience, preferably managing complex strategic sales processes. • Understanding of insurance company investment portfolios, including private and alternative products, investment operations and technology, regulatory capital requirements, asset allocation strategies, tax, and risk management. • Bachelor’s Degree. • Excellent written, oral, and presentation skills. • Self-starter with the ability to work both independently and collaboratively and to drive new revenue in a complex, performance-oriented environment. • Organizational intelligence and ability to navigate a large, global organization. • Flexibility to travel.

🏖️ Benefícios

• Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans • Your Future: 401k Matching Program, Professional Development Reimbursement • Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays • Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave • Extra Perks: Discounts on fitness clubs, travel and more!