Sales Executive - Insurance Investment Accounting Solutions

2 Months ago • 7-15 Years • Sales

Job Summary

Job Description

As a Sales Executive, you will drive new logo sales within the US insurance market, focusing on SaaS offerings and outsourced investment accounting services. This involves leading the entire sales process from prospecting to closing, including qualifying opportunities, preparing presentations, and negotiating contracts. You'll build and maintain a sales pipeline, conduct outreach, and deliver tailored solutions. You will develop a strategy for each prospect engagement, manage RFP processes, and maintain relationships with industry influencers. You will also create thought leadership, attend industry conferences, and collaborate with internal teams. The role requires a deep understanding of SS&C products and services and the ability to communicate their value to clients.
Must have:
  • 7-15 years of sales experience, preferably strategic sales.
  • Understanding of insurance investment portfolios and regulations.
  • Bachelor's Degree.
  • Excellent written, oral, and presentation skills.
  • Self-starter, able to work independently and collaboratively.
Perks:
  • Hybrid Work Model and Business Casual Dress Code
  • 401k Matching Program
  • Professional Development Reimbursement
  • Flexible Personal/Vacation Time Off
  • Medical, Dental, Vision, Employee Assistance Program, Parental Leave
  • Discounts on fitness clubs, travel and more!

Job Details

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Sales Executive - Insurance Investment Accounting Solutions

Locations: Remote OR Hybrid

Get To Know The Team:

SS&C sells innovative technology and value-add services to insurance companies that need timely, accurate accounting and reporting for the public and private investments they hold in their General Account and through Separately Managed Accounts. SS&C’s solutions are designed to centralize, automate, and streamline all investment activities across the insurance company’s middle- and back-office operations, allowing them to meet their unique Statutory accounting requirements and regulatory reporting obligations to the National Association of Insurance Commissioners (NAIC). Key functions SS&C supports with Software-as-a-Service (SaaS) and Outsourcing Services include, but are not limited to, trade capture and post-trade compliance; management of valuations, corporate actions, and security master; reconciliation and exception resolution; multi-basis, multi-currency investment accounting (e.g., GAAP, STAT, Tax, IFRS); unstructured data collection and document management for alternative investments; performance measurement and attribution; risk analytics; and insurance regulatory reporting.

Why You Will Love It Here!

  • 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
  • Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
  • Training: Hands-On, Team-Customized, including SS&C University
  • Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

  • 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.

What You Will Bring:

  • 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.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

#LI-JP1

#LI-remote

#CA-JP

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

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About The Company

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

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