Sales Executive Insurance Investment Accounting jobs in United States
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SS&C Technologies · 1 week ago

Sales Executive Insurance Investment Accounting

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Sales Executive for Insurance Investment Accounting will drive new sales within the US insurance market, leading the entire sales process and building strong relationships with decision-makers to achieve revenue targets.

Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
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H1B Sponsor Likelynote
Hiring Manager
James Pelczar
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Responsibilities

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

Qualification

Sales experienceInsurance investment knowledgeSaaS salesSalesforce proficiencyOrganizational intelligencePresentation skillsSelf-starter

Required

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

Benefits

401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!

Company

SS&C Technologies

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SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial

H1B Sponsorship

SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)

Funding

Current Stage
Public Company
Total Funding
$750M
2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO

Leadership Team

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Anthony Caiafa
Global CTO / CIO
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Brian Schell
EVP, Chief Financial Officer
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Company data provided by crunchbase