Overview
As a leading financial services and healthcare technology company, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology. Job Description Sales Engineer Location : Remote US Get To Know Us:
SS&C sells innovative technology and value-add services to insurance companies and insurance-focused asset managers that need timely, accurate accounting, reporting and analytics for their public and complex private investments. SS&C’s cloud-based platform, Singularity, centralizes, automates, and streamlines all investment activities across the client’s middle- and back-office operations, helping them meet their statutory accounting requirements and regulatory reporting obligations to the National Association of Insurance Commissioners (NAIC). Key SaaS and outsourcing functions include data aggregation and reconciliation, post-trade compliance, multi-basis investment accounting (e.g., GAAP, STAT, Tax, IFRS), document management for alternative investments, performance measurement and attribution, risk analytics, and STAT reporting, as well as assistance with other jurisdictional reporting (BMA in Bermuda, Canada, etc.). Why You Will Love It Here! Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Commitment to celebrating the variety of backgrounds, talents and experiences of our employees Training: Hands-on, team-customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do
Develop and maintain a deep understanding of SS&C products and services tailored for the insurance and insurance asset management market and architect a tailored solution and future-state operating model for prospective clients. Collaborate with sales, software development, implementations, and outsourcing to define and deliver on prospective client requirements. Take a consultative approach to qualify opportunities by asking thoughtful, open-ended questions to understand current state, challenges, priorities, and timelines. Combine independent research with discovery learnings to identify the best solution(s) that address requirements and deliver business value. Provide responsive support for all phases of a long-term sales cycle, including discovery, determining support for requirements, leading RFP processes, managing proofs of concept, organizing presenters, creating agendas, developing tailored presentations and materials, timely follow-ups, and building business cases for budget/approval processes. Schedule internal prep meetings and dry-runs to ensure presenters understand scope, roles, and differentiators. Prepare for prospect meetings with organization and attention to detail, and deliver high-quality presentations and product demonstrations. Project manage RFP processes using tools like Loopio to ensure timely, high-quality, consistent submissions. Collaborate with internal teams and executives to strategize, prepare for, and execute on new client opportunities. Establish rapport with prospective clients to build trust and demonstrate expertise. Position our product, services, and benefits to both business and technical users and highlight the proposed solution’s value. Develop a strong understanding of the competitive landscape and identify opportunities for differentiation. Maintain a feedback loop between sales and development to influence product strategy and roadmap. Hold regular meetings with the internal software development team to understand product roadmap, client deliverables, and delivery timelines. Maintain and continuously improve the Singularity demo environment with differentiating features, relevant examples, transactions, and key reports, dashboards, and analytics.
What You Will Bring
5-7 years of experience in a similar sales engineer role, preferably supporting complex strategic sales processes. Understanding of insurance company investment portfolios is a plus, including private and alternative products, investment operations and technology, regulatory capital and reporting requirements, and industry trends. Bachelor’s Degree. Excellent written, oral, and presentation skills. Self-starter with the ability to work independently and collaboratively to drive revenue in a demanding, performance-oriented environment. Organizational intelligence and the 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, with the ability to present using a solution-selling and consultative approach to trust across a range of audiences, including C-suite executives of major insurance companies.
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: www.ssctech.com/careers. SS&C 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 classification protected by applicable discrimination laws.
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As a leading financial services and healthcare technology company, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology. Job Description Sales Engineer Location : Remote US Get To Know Us:
SS&C sells innovative technology and value-add services to insurance companies and insurance-focused asset managers that need timely, accurate accounting, reporting and analytics for their public and complex private investments. SS&C’s cloud-based platform, Singularity, centralizes, automates, and streamlines all investment activities across the client’s middle- and back-office operations, helping them meet their statutory accounting requirements and regulatory reporting obligations to the National Association of Insurance Commissioners (NAIC). Key SaaS and outsourcing functions include data aggregation and reconciliation, post-trade compliance, multi-basis investment accounting (e.g., GAAP, STAT, Tax, IFRS), document management for alternative investments, performance measurement and attribution, risk analytics, and STAT reporting, as well as assistance with other jurisdictional reporting (BMA in Bermuda, Canada, etc.). Why You Will Love It Here! Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans Your Future: 401k Matching Program, Professional Development Reimbursement Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave Wide Ranging Perspectives: Commitment to celebrating the variety of backgrounds, talents and experiences of our employees Training: Hands-on, team-customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more!
What You Will Get To Do
Develop and maintain a deep understanding of SS&C products and services tailored for the insurance and insurance asset management market and architect a tailored solution and future-state operating model for prospective clients. Collaborate with sales, software development, implementations, and outsourcing to define and deliver on prospective client requirements. Take a consultative approach to qualify opportunities by asking thoughtful, open-ended questions to understand current state, challenges, priorities, and timelines. Combine independent research with discovery learnings to identify the best solution(s) that address requirements and deliver business value. Provide responsive support for all phases of a long-term sales cycle, including discovery, determining support for requirements, leading RFP processes, managing proofs of concept, organizing presenters, creating agendas, developing tailored presentations and materials, timely follow-ups, and building business cases for budget/approval processes. Schedule internal prep meetings and dry-runs to ensure presenters understand scope, roles, and differentiators. Prepare for prospect meetings with organization and attention to detail, and deliver high-quality presentations and product demonstrations. Project manage RFP processes using tools like Loopio to ensure timely, high-quality, consistent submissions. Collaborate with internal teams and executives to strategize, prepare for, and execute on new client opportunities. Establish rapport with prospective clients to build trust and demonstrate expertise. Position our product, services, and benefits to both business and technical users and highlight the proposed solution’s value. Develop a strong understanding of the competitive landscape and identify opportunities for differentiation. Maintain a feedback loop between sales and development to influence product strategy and roadmap. Hold regular meetings with the internal software development team to understand product roadmap, client deliverables, and delivery timelines. Maintain and continuously improve the Singularity demo environment with differentiating features, relevant examples, transactions, and key reports, dashboards, and analytics.
What You Will Bring
5-7 years of experience in a similar sales engineer role, preferably supporting complex strategic sales processes. Understanding of insurance company investment portfolios is a plus, including private and alternative products, investment operations and technology, regulatory capital and reporting requirements, and industry trends. Bachelor’s Degree. Excellent written, oral, and presentation skills. Self-starter with the ability to work independently and collaboratively to drive revenue in a demanding, performance-oriented environment. Organizational intelligence and the 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, with the ability to present using a solution-selling and consultative approach to trust across a range of audiences, including C-suite executives of major insurance companies.
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: www.ssctech.com/careers. SS&C 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 classification protected by applicable discrimination laws.
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