Sales Solutions Consultant – SEC Reporting & Compliance

Job not on LinkedIn

🔥 2 minutes ago

🌵 Arizona, California, +13 more states – Remote

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💵 $120k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💻 Solutions Engineer

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Logo of Broadridge

Broadridge

10,000+ employees

Founded 2007

💼 Consulting

📦 Logistics

🛡️ Insurance

💰 Post-IPO Debt on 2023-08

Consulting • Logistics • Insurance

Broadridge is a global technology leader providing expert solutions for the financial services industry. With over five decades of experience, Broadridge helps asset management firms, institutional investors, and various financial services providers manage operational risk, enhance investor communications, and simplify portfolio and regulatory management. The company offers services across areas such as capital markets, consumer finance, insurance, and telecom, focusing on streamlining client and customer communications, data management, and analytics to optimize business operations and compliance. Broadridge is renowned for its innovative technology solutions that drive business transformation and operational efficiency for its clients, aiming to improve financial and corporate governance, investor insights, and communication strategies.

📋 Description

• Guide clients through product offerings via technology demonstrations • Establish best practices for pre-demo data gathering and post-demo follow-up • Collaborate with Broadridge sales teams, peers, and leaders • Develop trusted partner relationships with key customers to retain and grow revenues • Participate in contract negotiations • Represent Broadridge at conferences and regional events • Achieve sales activity goals • Develop and manage the sales pipeline • Work closely with Salesforce CRM • Understand clients' needs and challenges • Document, channel, and tailor client communications • Build custom client presentations • Plan product- and industry-specific sales training sessions • Prepare internal training presentations to increase sales effectiveness • Work with marketing to create sales collateral • Coordinate conference attendance, sponsorships, and webinars • Gather technical requirements from clients and prospects to inform the product roadmap

🎯 Requirements

• Knowledge of the SEC EDGAR filing process • Prior sales or sales support experience, with a track record of making or exceeding sales plan • Previous tech demo experience required • At least 5 years of experience preferred • Excellent communication, including highly adept listening skills • Strong and polished presentation skills • Strong time management skills, with the ability to prioritize multiple projects at a time • Ability to initiate, develop, and maintain professional relationships • Ability to work in a dynamic, high-pressure environment • Strong technical proficiency with digital products and ability to quickly adapt to and articulate product updates • Salesforce, PowerPoint, and Excel skills • Ability to travel occasionally for conferences, including possible nights and weekends

🏖️ Benefits

• Bonus eligible • Significant commission potential • Comprehensive benefit offerings • Paid sick leave for Colorado employees • Other legally required benefits, as applicable • Reasonable accommodations during the application and/or hiring process

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