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Lead Sales Executive

Company: SS&C Technologies
Location: New York
Posted on: June 12, 2021

Job Description:

The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.

That's where you'll find SS&C, helping clients find opportunity in ever-changing and complex customer, business, and regulatory requirements. Mastering complexity is a constantly changing and evolving challenge - one that only a few people can embrace and thrive upon.

If you see your opportunity in complexity, then we are the right fit for you.

Job Description:

SS&C is a leading provider of award-winning software and business process services for the global financial services industry.

Organizational Overview

SS&C has an established global presence, and it has sold its AWD Process Automation software to over 300 leading financial institutions. In 2020 SS&C acquired Vidado a firm who's cloud-based, AI driven, platform identifies, digitizes, validates, and enriches data from documents better than OCR technologies or humans. Together with our partners and built on SS&C's own use in our operations the team is unlocking new ways to operationalize traditional workflows for increased straight-through processing (STP), streamlined workflows, and increased productivity at lower costs.

There is significant opportunity to widen the client base of SS&C's intelligent automation platform and software such as AWD has undergone significant investment including cloud enablement, and integration to best of breed digital transformation technologies

Role Overview

  • To deliver revenue growth through sales of our technology solutions including AWD, Vidado and related software and services to new customers, primarily in the financial services sector. Responsible from beginning to end of sales cycle fostering appropriate partnership within SS&C including product and services owners.

  • Role is focused on generating new opportunities, executing sales plans and working with SS&C stakeholder groups. Role will involve ownership and development of the key relationships within new accounts.

  • The selected candidate should be able to identify new targets for SS&C solutions and utilize existing network to build pipeline.


  • Creating a comprehensive sales action plan for target sectors with associated calling program, solution positioning and knowledge of competition

  • Working with the wider SS&C sales team to develop specific campaigns and initiatives and facilitate cross-selling, with a view to generating new leads and contacts and building relationships

  • Understanding client needs, strategies and goals in order to recommend and sell appropriate product or professional service solutions to meet client needs Creating a stream of qualified new name pipeline and take responsibility for the process of taking the opportunity through to closure in line with the SS&C sales process, including to negotiate and close deals that meet client expectations and SS&'C's ability to deliver

  • Developing contact database, relationship plans, and account development plans

  • Being accountable for delivery of an annual revenue target

  • Supporting proposition development by understanding market demands and the competitive landscape

  • Driving market events /sales activity at industry conferences

  • Maintaining and enhancing industry knowledge through training and development


  • Bachelor's degree and 5+ years of work-related experience.

  • Prior experience in selling Automation, Artificial Intelligence, Workflow software to large companies.

  • Market knowledge of one or more of the following: fin tech, compliance, business workflow processes / operational efficiency, digital transformation consulting, robotic process automation (RPA).

  • Experience in financial services, insurance, banking or healthcare.

  • Strong communication (written and verbal), relationship, selling and collaboration skills.

  • Proven track record of achieving and exceeding sales goals.

  • Self-motivated and results-driven with a positive can-do attitude to achieve great results.

This position will have a home-based office at any of our US locations.


Boston Massachusetts

SS&C is an equal opportunity employer and values a diverse and inclusive workplace. All qualified candidates will receive consideration for employment without regard to age, race, color, religion, genetic information, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. For more information about Equal Opportunity in the Workplace please click here and here. SS&C is committed to working with and providing reasonable accommodation to job applicants with disabilities. If you are a qualified individual with a disability and need an accommodation or accessibility assistance to complete the online application, please contact us at for assistance.

Keywords: SS&C Technologies, New York , Lead Sales Executive, Other , New York, New York

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