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 all company policies, procedures, compliance requirements, and ethical sales practices.
Required Experience
Bachelor's degree in Business Administration, Marketing, Finance, or a related field OR equivalent experience
8-10+ years of direct experience selling software solutions to investment management firms.
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.
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.
Excellent communication, presentation, negotiation, and relationship management skills, with the ability to engage senior executives and key decision-makers.
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 thinker with strong business acumen, a consultative selling approach, and a results-oriented mindset.
Join SS&C, where innovation meets global opportunities. Click here to apply.
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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

New York: The expected base salary for the position is between $200,000 USD to $240,000 USD.

In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.


Applications will be accepted on an ongoing basis until the position is filled.
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.
