SS&C Technologies
Sales Executive - Insurance Investment Accounting Solutions
SS&C Technologies, New York, New York, us, 10261
SS&C is a leading financial services and healthcare technology company with 27,000+ employees in 35 countries. The company serves over 20,000 financial services and healthcare organizations, providing expertise, scale, and technology.
Job Description
Sales Executive - Insurance Investment Accounting Solutions Locations : Remote OR Hybrid Overview
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. Solutions are designed to centralize, automate, and streamline all investment activities across the insurance company’s middle- and back-office operations, enabling meeting statutory accounting requirements and regulatory reporting obligations to the NAIC. Key functions supported with SaaS and Outsourcing Services include trade capture and post-trade compliance; valuations, corporate actions, and security master management; 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. 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 discovery to qualify opportunities, coordinating subject matter experts, developing presentations, timely follow-up, creating pricing proposals, and negotiating contracts. Build and maintain a strong sales pipeline of short-, medium- and long-term opportunities through proactive outreach and nurturing relationships with decision-makers. Conduct high-volume outreach, including calling, emailing, and marketing campaigns to generate new leads and opportunities, using Salesforce, Salesloft, and other mediums. Prepare for prospect meetings with 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 strategy and execution plan for each prospect engagement to drive a well-run sales process and a high close rate. Run complex, consultant-led RFP processes, ensuring responses are professional, timely, and of high quality. 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 on industry trends and challenges to promote SS&C’s expertise and reputation. Plan and attend industry conferences with proactive outreach to schedule meetings with target prospects and maximize ROI. Collaborate effectively with internal teams 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 with the broader sales team to forecast and achieve revenue targets. Develop and maintain a deep understanding of SS&C products and services and 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 independently and collaboratively 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 explore this opportunity, please apply directly through our Careers page on our corporate website at www.ssctech.com/careers. Note: This role may be remote or hybrid depending on location. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other protected characteristic.
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Sales Executive - Insurance Investment Accounting Solutions Locations : Remote OR Hybrid Overview
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. Solutions are designed to centralize, automate, and streamline all investment activities across the insurance company’s middle- and back-office operations, enabling meeting statutory accounting requirements and regulatory reporting obligations to the NAIC. Key functions supported with SaaS and Outsourcing Services include trade capture and post-trade compliance; valuations, corporate actions, and security master management; 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. 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 discovery to qualify opportunities, coordinating subject matter experts, developing presentations, timely follow-up, creating pricing proposals, and negotiating contracts. Build and maintain a strong sales pipeline of short-, medium- and long-term opportunities through proactive outreach and nurturing relationships with decision-makers. Conduct high-volume outreach, including calling, emailing, and marketing campaigns to generate new leads and opportunities, using Salesforce, Salesloft, and other mediums. Prepare for prospect meetings with 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 strategy and execution plan for each prospect engagement to drive a well-run sales process and a high close rate. Run complex, consultant-led RFP processes, ensuring responses are professional, timely, and of high quality. 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 on industry trends and challenges to promote SS&C’s expertise and reputation. Plan and attend industry conferences with proactive outreach to schedule meetings with target prospects and maximize ROI. Collaborate effectively with internal teams 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 with the broader sales team to forecast and achieve revenue targets. Develop and maintain a deep understanding of SS&C products and services and 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 independently and collaboratively 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 explore this opportunity, please apply directly through our Careers page on our corporate website at www.ssctech.com/careers. Note: This role may be remote or hybrid depending on location. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other protected characteristic.
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