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SS&C

Cloud-based SaaS for financial operations

Director Business Development

Account ExecutivePosted on Nov 6
Full-timeNew York, NY, USA$200k - $240k

About the Job

Requirements

  • A bachelor's degree in Business Administration, Marketing, Finance, or a related field, or equivalent experience.
  • Eight to ten or more years of direct experience selling software solutions to investment management firms.
  • A proven track record of consistently meeting or exceeding sales targets and driving significant revenue growth.
  • Experience managing complex enterprise sales cycles from prospecting through contract negotiation and close.
  • A strong understanding of investment management workflows and financial software solutions, including trading, portfolio management, compliance, operations, accounting, performance measurement, and reporting systems.
  • Demonstrated ability to develop new business opportunities through outbound prospecting and strategic account development.
  • Ability to engage senior executives and key decision-makers through communication, presentation, negotiation, and relationship management skills.
  • Experience collaborating cross-functionally with pre-sales, product, marketing, and customer-facing teams to drive successful sales outcomes.
  • Proficiency with Salesforce CRM and sales analytics tools.
  • Ability to travel as required to meet with clients and attend industry events.
  • Strategic thinking, business acumen, a consultative selling approach, and a results-oriented mindset.

Responsibilities

  • Drive new business revenue growth by selling Advent's Genesis Platform, Eze products, and related software and services solutions to investment management firms across the assigned territory, primarily NOAM.
  • Collaborate with the Relationship Management team to manage some key existing accounts for additional revenue opportunities.
  • Develop and execute strategic account and territory plans to identify, engage, and win new clients within the Investment Management vertical.
  • Generate qualified sales opportunities through proactive outbound prospecting, networking, referrals, and collaboration with Sales Analysts and Marketing.
  • Manage the full sales cycle from lead generation and qualification through solution presentation, contract negotiation, and deal closure.
  • Establish and maintain strong relationships with executive-level stakeholders and key decision-makers at investment management firms.
  • Collaborate with Sales Engineers and Solutions Managers to design and deliver solution presentations, demonstrations, proposals, and business cases aligned to customer needs.
  • Position the value of the Genesis Platform across front-, middle-, and back-office workflows, including portfolio management, order management, pre- and post-trade compliance, post-trade operations, portfolio accounting, performance, reconciliation, risk, client reporting, billing, and client portal capabilities.
  • Maintain an accurate pipeline and sales forecast within Salesforce and provide regular business updates to senior leadership.
  • Analyze market trends, competitor activity, and client requirements to identify growth opportunities and provide market feedback to internal stakeholders.
  • Represent Advent at industry conferences, trade shows, client events, and networking activities to enhance brand awareness and generate new business opportunities.
  • Ensure adherence to company policies, procedures, compliance requirements, and ethical sales practices.

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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