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SS&C

Cloud-based SaaS for financial operations

Director Sales - Banking & Financial Institutions

Account ExecutiveConfirmed live in the last 24 hours
Full-timeNo salary listed

About the Job

Requirements

  • Proven sales track record, including hitting individual targets and winning new clients.
  • Strong network within the Australian banking and non-bank financial institution industry.
  • Proven executive stakeholder management experience.
  • Ability to work autonomously.
  • Knowledge of the financial services regulatory environment.
  • Understanding of client service models, business strategy, organizational structure, and product offerings.
  • Communication skills, analytical skills, verbal reasoning, and numeric skills.
  • At least 10 years of sales and client relationship management experience.
  • Detailed knowledge of banking, wealth, and associated services.
  • Experience working with technology and outsourced administration solutions.

Responsibilities

  • Lead and manage planning, sales activity, and strategic and commercial management of new business sales in the banking and financial institutions segment.
  • Develop and execute the local segment sales strategy and sales plan to deliver profitable revenue growth.
  • Lead revenue forecasting for banking and non-bank financial institutions, working with Finance to maintain an accurate view of expected new-business sales revenue.
  • Manage executive relationships and stakeholders in the new-business pipeline.
  • Contribute to local marketing campaigns and strategy.
  • Understand the competitive landscape and customer needs to position SS&C effectively.
  • Execute sales strategies for target products and solutions, build a qualified pipeline of new opportunities, and convert them into profitable business relationships.
  • Ensure banking and non-bank financial institution sales proposals are commercially viable and meet required solution margins.
  • Lead banking and non-bank financial institution request for proposal processes and ensure high-quality submissions.
  • Develop a detailed understanding of client and prospect businesses, products, strategies, and requirements, and assess their impact on SS&C’s service offering.
  • Achieve year-over-year growth and individual and team sales targets by understanding stakeholders’ financial drivers.
  • Lead new-business proposal processes by understanding SS&C’s products, services, and technologies and how they can add value to clients’ businesses.
  • Lead commercial and contractual sales relationships with banks and non-bank financial institutions.
  • Serve as the senior escalation contact and own the resolution process.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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