SS&C Technologies
Job Description
Sales Engineer
at
SS&C Technologies
Location Remote US
About SS&C Technologies SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, serving over 20,000 financial services and healthcare organizations worldwide. Our cloud‑based platform,
Singularity , centralizes, automates, and streamlines investment activities, providing accurate accounting, reporting, and analytics for insurance companies and insurance‑focused asset managers.
Why You Will Love It Here!
Flexibility: Hybrid work model and business casual dress code.
Future: 401k matching program and professional development reimbursement.
Work/Life Balance: Flexible personal/vacation time off, sick leave, and paid holidays.
Well‑being: Medical, dental, vision, employee assistance program, and parental leave.
Diverse Perspectives: Commitment to celebrating a variety of backgrounds and talents.
Training: Hands‑on, team‑customized learning including SS&C University.
Extra Perks: Discounts on fitness clubs, travel, and more.
What You Will Do
Develop and maintain a deep understanding of SS&C products and services for the insurance and insurance asset‑management market, and architect tailored solutions and future‑state operating models for prospective clients.
Work collaboratively with sales representatives and key internal stakeholders across software development, implementations, and outsourcing to act as a liaison in defining and delivering on prospective client requirements.
Take a consultative approach to qualify opportunities, asking thoughtful, open‑ended questions to understand current state, challenges, priorities, strategic objectives, and timelines.
Combine independent research on prospective clients with discovery learnings to identify the best solution(s) that address requirements and provide business value.
Provide responsive support throughout a long‑term sales cycle, including discovery, RFP processes, POCs, presentations, follow‑ups, and business case development.
Schedule internal prep meetings and dry‑runs to ensure presenters understand scope and key differentiators.
Prepare for prospect meetings with high organization and attention to detail, delivering high‑quality presentations and product demonstrations.
Project manage RFP process using tools like Loopio to ensure accurate, consistent, and timely submissions.
Collaborate and communicate effectively with internal teams and executives to strategize and execute new client opportunities.
Establish rapport with contacts at prospective clients, building trust and confidence.
Effectively position our product, services, and benefits to both business and technical users, showcasing the solution competitively.
Develop a strong understanding of the competitive landscape, including strengths, weaknesses, and opportunities.
Ensure a continuous feedback loop between sales and development to shape product strategy.
Hold regular meetings with software development to maintain deep knowledge of our product roadmap and delivery timelines.
Continuously improve the Singularity demo environment with differentiating features and relevant examples.
What You Will Bring
5–7 years of experience in a similar sales engineer role, supporting complex strategic sales processes.
Understanding of insurance company investment portfolios is a plus.
Bachelor’s degree.
Excellent written, oral, and presentation skills.
Self‑starter, able to work independently and collaboratively to drive new revenue.
Organizational intelligence and ability to navigate a large, global company.
Flexibility to travel as needed for in‑person presentations and industry conferences.
Strong presence and sales aptitude.
Strong desire to be part of a winning sales team.
Excellent presentation and communication skills to present using solution selling and a consultative approach, establishing trust across technical and non‑technical audiences, including C‑suite executives.
Benefits SS&C offers health, dental, 401k plan, tuition and professional development reimbursement plan.
Equal Employment Opportunity 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.
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at
SS&C Technologies
Location Remote US
About SS&C Technologies SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, serving over 20,000 financial services and healthcare organizations worldwide. Our cloud‑based platform,
Singularity , centralizes, automates, and streamlines investment activities, providing accurate accounting, reporting, and analytics for insurance companies and insurance‑focused asset managers.
Why You Will Love It Here!
Flexibility: Hybrid work model and business casual dress code.
Future: 401k matching program and professional development reimbursement.
Work/Life Balance: Flexible personal/vacation time off, sick leave, and paid holidays.
Well‑being: Medical, dental, vision, employee assistance program, and parental leave.
Diverse Perspectives: Commitment to celebrating a variety of backgrounds and talents.
Training: Hands‑on, team‑customized learning including SS&C University.
Extra Perks: Discounts on fitness clubs, travel, and more.
What You Will Do
Develop and maintain a deep understanding of SS&C products and services for the insurance and insurance asset‑management market, and architect tailored solutions and future‑state operating models for prospective clients.
Work collaboratively with sales representatives and key internal stakeholders across software development, implementations, and outsourcing to act as a liaison in defining and delivering on prospective client requirements.
Take a consultative approach to qualify opportunities, asking thoughtful, open‑ended questions to understand current state, challenges, priorities, strategic objectives, and timelines.
Combine independent research on prospective clients with discovery learnings to identify the best solution(s) that address requirements and provide business value.
Provide responsive support throughout a long‑term sales cycle, including discovery, RFP processes, POCs, presentations, follow‑ups, and business case development.
Schedule internal prep meetings and dry‑runs to ensure presenters understand scope and key differentiators.
Prepare for prospect meetings with high organization and attention to detail, delivering high‑quality presentations and product demonstrations.
Project manage RFP process using tools like Loopio to ensure accurate, consistent, and timely submissions.
Collaborate and communicate effectively with internal teams and executives to strategize and execute new client opportunities.
Establish rapport with contacts at prospective clients, building trust and confidence.
Effectively position our product, services, and benefits to both business and technical users, showcasing the solution competitively.
Develop a strong understanding of the competitive landscape, including strengths, weaknesses, and opportunities.
Ensure a continuous feedback loop between sales and development to shape product strategy.
Hold regular meetings with software development to maintain deep knowledge of our product roadmap and delivery timelines.
Continuously improve the Singularity demo environment with differentiating features and relevant examples.
What You Will Bring
5–7 years of experience in a similar sales engineer role, supporting complex strategic sales processes.
Understanding of insurance company investment portfolios is a plus.
Bachelor’s degree.
Excellent written, oral, and presentation skills.
Self‑starter, able to work independently and collaboratively to drive new revenue.
Organizational intelligence and ability to navigate a large, global company.
Flexibility to travel as needed for in‑person presentations and industry conferences.
Strong presence and sales aptitude.
Strong desire to be part of a winning sales team.
Excellent presentation and communication skills to present using solution selling and a consultative approach, establishing trust across technical and non‑technical audiences, including C‑suite executives.
Benefits SS&C offers health, dental, 401k plan, tuition and professional development reimbursement plan.
Equal Employment Opportunity 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.
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