The Financial Industry

Financial Services

AssociateSalesDevelopmentRepresentative

$65–85k ~AI est. New York, New York, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Associate Sales Development Representative at The Financial Industry. Skills: Sales development, Lead generation, Customer qualification. Qualify inbound leads. Pass inbound leads”

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Respond to phone calls, Respond to web-form submissions, Make daily outbound calls, Understand client technological challenges, Understand client business needs, Provide qualified opportunities, Research prospect information, Input data into CRM, Update CRM data, Understand SS&C products, Understand SS&C services, Comply with Sales Development processes, Maintain working relationships

Nice to Have

Experience with CRM, Experience with salesforce

What You'll Do.

Qualify inbound leads

Respond to phone calls

Respond to web-form submissions

Make daily outbound calls

Identify new prospects

Generate high-quality opportunities

Understand technological challenges

Understand business needs

Ask effective questions

Provide qualified opportunities

Research prospect information

Understand SS&C products

Understand SS&C services

Enhance product knowledge

Comply with processes

Maintain working relationships

How You'll Work.

Team & Collaboration

Collaborative team environment; Sales professionals; Larger sales organization; Field sales organizations; Client sales organizations; Multiple teams; Different departments; Internal teams; External teams

Communication Scope

Written communication; Verbal communication

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_** **Sales Development Representative - Private Markets & Hedge Funds** **Location** : New York, NY **About the Role** You will have the opportunity to work in a collaborative team environment alongside seasoned sales professionals. Sales Development Representatives will play a key role in generating new business opportunities for SS&C. You will be responsible for servicing inbound and outbound sales and other related inquiries with a focus on engaging and qualifying all prospective customers. This role is one of the first touch points for prospects and should set the tone for the sales cycle. In this position, you’ll manage the lead lifecycle from initial inquiry to qualification. The ideal candidate is highly driven, results-oriented, enthusiastic to learn about the financial industry, coachable, and ambitious. **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** * Qualify and pass inbound leads by responding to phone calls and web-form submissions in a timely manner * Make daily outbound calls to identify new prospects and generate high-quality opportunities for SS&C’s larger sales organization * Understand and record the technological challenges and business nee

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