SS&C
Financial Services
SalesDevelopmentRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Sales Development Representative at SS&C. Skills: Inbound MQL Qualification, Targeted Outbound Prospecting, CRM discipline. Own initial outreach for MQLs. Determine sales opportunity legitimacy”
Industry & Context.
What They're Looking For.
Must Have
1–3 years customer-facing experience, Written and verbal communication, Comfort with structured outreach, Ability to manage activity in Salesforce
Nice to Have
Exposure to wealth management, Exposure to RIA, Exposure to asset management, Salesforce experience, LinkedIn Sales Navigator experience, Sales engagement/cadence tools experience, Highspot experience, Contact databases experience, Black Diamond Wealth Solutions products experience, Competing solutions experience
What You'll Do.
Own initial outreach for MQLs
Determine sales opportunity legitimacy
Capture prospect needs details
Capture prospect environment details
Capture buying document notes
Support Sales handoff
Generate interest in Wealth solutions
Position adjacent capabilities
Handle initial outreach on MQLs
Partner with Sales to identify stale opportunities
Execute targeted campaigns
Run outbound outreach to net-new leads
Create SDR-sourced opportunities
Build campaign motions
Use repeatable cadences
How You'll Work.
Team & Collaboration
Partner with Sales
Communication Scope
Verbal communication; Written 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_** **Job Title: Sales Development Representative** **Locations:** Jacksonville, FL **About the Role** Own initial outreach, maintain strong CRM discipline and use the standard sales tech stack to execute outreach and log activity, including: * Salesforce (lead/contact/account/opportunity management; reporting & forecasting) * LinkedIn Sales Navigator * Sales engagement & cadence tool * Email/calendar sync via Einstein Activity Capture * Contact data sources * Highspot * Consensus **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** **Inbound MQL Qualification & First Outreach** * Own initial outreach for inbound marketing-qualified leads (MQLs) to determine whether engagement represents a legitimate sales opportunity. * Capture key details about prospect needs, environment, and buying intent; document clean notes to support the Sales handoff. * Help generate additional interest across relevant Wealth solutions during initial conversations (positioning adjacent capabilities when appropriate). * Handle initial outreach on all MQLs prior to opportunity creation, except “hot leads” routed directly to Sales. **Targeted Re‑Nurture / Re‑Engagement Campaigns** * Partner wit
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