Ss&c

Financial Services

AccountExecutive

$90–90k New York, New York, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Account Executive at Ss&c. Skills: Mergers and Acquisitions, Investment Banking, Sales Process. Identify and establish relationships with investment bankers. Prospect for new accounts”

What You'll Achieve.

Meet or exceed set KPIs

Industry & Context.

Financial Services

What They're Looking For.

Must Have

2-4 years quota carrying field sales experience, Prior experience in Investment Banking, Prior experience in Private Equity, Prior experience in Financial Services, Prior experience in Technology Sales, Demonstrated mastery of Sales Process, Track record of exceeding sales activity metrics

Nice to Have

Balanced combination of large corporate and small, entrepreneurial company backgrounds

What You'll Do.

Identify and establish relationships with investment bankers

Prospect for new accounts

Expand contacts within existing accounts

Leverage Solution Selling techniques

Drive the sales process

Manage the contract process

Manage the approval process for new deals

Develop sales strategy

Develop account plans

Leverage data for market share

Prioritize and segment accounts

Identify key go to markets

Research customer industry trends

Provide value-added customer insights

Support customer’s deal-making process

Support customer business objectives

Deliver Intralinks value propositions

Employ value-based conversations

Maintain sales pipeline

Maintain sales forecast

Conduct consistent outbound activities

Deliver quality discovery calls

Deliver quality meetings

Provide training on new platform capabilities

Deliver exceptional customer service

Proactively deliver solutions

Lead cross functional teams

Deliver exceptional value to customers

Deliver exceptional experiences to customers

Partner with Customer Success

Partner with Customer Support

Partner with Marketing

Partner with Engineering

Partner with Sales Operations

Meet or exceed set KPIs

Identify need for information

Collect information to understand client issues

Collect information to understand client problems

Collect account history from Intralinks organizations

Collect account history from published sources

How You'll Work.

Team & Collaboration

Cross functional teams; Customer Success; Customer Support; Marketing; Engineering; Legal; Sales Operations

Full Job Description

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_** **Account Executive, Advisory** **Locations:** New York City | Hybrid **About the Role** The Advisory sales organization is responsible for building and maintaining the Intralinks value proposition within the Investment Banking community focused on Mergers and Acquisitions. This is a fast-paced team with a high volume of transactional business at established accounts. SS&C Intralinks is utilized as a cloud content management tool in mergers, acquisitions, divestitures, capital raises, corporate restructuring, and other strategic transactions. **Why Join SS &C ** SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. **How You Will Make an Impact** * Identify and establish relationships with investment bankers through prospecting and marketing leads for new accounts and expansion of contacts within existing accounts. * Leverage Solution Selling techniques to drive the sales process and close opportunities through expert negotiation, including managing the contract and approval process for new deals. * Develop sales strategy and account plans, leveraging data, to gain greater market share, prioritize and segment accounts, and identify key go to markets. * Proactively research M&A and customer industry trends with the

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