Sales Engineer

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, is designed to centralize, automate, and streamline all investment activities across the client’s middle- and back-office operations, allowing them to meet their unique Statutory accounting requirements and regulatory reporting obligations to the National Association of Insurance Commissioners (NAIC). Key functions SS&C supports with Software-as-a-Service (SaaS) and Outsourcing Services include, but are not limited to, 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: Committed 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 be able to architect a tailored solution and future-state target operating model 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 help qualify potential opportunities with prospective clients, asking thoughtful, open-ended questions to understand and document their current state, challenges/pain points, priorities, strategic objectives, compelling events and timelines, and opportunities for improvement.
• Combine independent research on prospective clients with learnings from the discovery process to identify the best solution(s) that addresses those requirements and provides business value.
• Provide responsive support both internally and externally for all phases of a long-term sales cycle, including conducting discovery to qualify opportunities, determining how we will support the prospect’s requirements, leading RFP processes, managing Proof of Concepts (POCs), preparing subject matter experts and other presenters, creating meeting agendas, developing tailored presentations and supporting materials, providing quality and timely follow-ups, and developing business cases to support our prospective clients’ budget/approval processes.
• Schedule internal prep meetings and dry-runs to ensure all presenters understand the scope of the opportunity, their role, and key differentiating points to emphasize.
• Prepare for prospect meetings with high degree of organization and attention to detail, and deliver high quality presentations and product demonstrations.
• Project manage Request for Proposal (RFP) process utilizing tools like Loopio, to ensure questions are assigned to the appropriate subject matter experts, responses are high quality and consistent, and submissions are done on time.
• Collaborate and communicate effectively with internal team members and executives to strategize, prepare for, and execute on new client opportunities.
• Establish rapport with contacts at the prospective client to build trust and confidence and demonstrate expertise.
• Effectively position our product, services, and associated benefits to both business and technical users and showcase the proposed solution in a competitively beneficial light.
• Develop a strong understanding of the competitive landscape, including strengths, weaknesses, and opportunities.
• Ensure there is a constant feedback loop between sales and development to provide valuable feedback that can help shape the strategic direction of our product.
• Hold regular meetings with internal software development team to maintain an in-depth understanding of our product roadmap for both client-specific deliverables and general enhanced functionality, along with expected timelines for delivery.
• Maintain and strive to continuously improve the Singularity demo environment with differentiating features, relevant examples, transactional activity, and key reports, dashboards and analytics.

What You Will Bring:

• 5-7 years 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 both independently and collaboratively and to drive new revenue in a demanding performance-oriented environment.
• 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 both verbal and written with ability to present using solution selling and a consultative approach and able to establish trust across a range of technical and non-technical audiences including presenting to C-suite executives of major insurance companies.