Account Executive - Financial Services

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 - Account Executive - Financial Services

Location - San Francisco, CA I Hybrid

Get To Know The Team:

We have an exciting opportunity for a new Account Executive to join the Intralinks Bank Sales team in San Francisco. This is a fast-paced, collaborative team with a high volume of transactional business and strategic opportunities in established accounts. The Banks sales organization is responsible for building and maintaining the SS&C Intralinks value proposition within the Investment Banking community.

SS&C Intralinks is the premier provider and fintech innovator in the capital markets, M&A, and alternative investments markets, partnering with leading investment banks, corporates, and funds to facilitate the largest business transactions in the industry!

Why You Will Love It Here!

• Flexibility: Hybrid Work Model

• 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:

• Role requires a strong mix of hunting and farming skills to nurture existing relationships and building new ones with all levels of an investment bank, from analyst up to C-level. Mostly in the field on the ground.

• Deliver unique Intralinks value propositions to customers through a variety of channels including field, phone meetings, social media, and virtual engagement. Employ value-based conversations to arrive at a highly differentiated solution for unique audiences.

• Target the right segment of prospects, grow quality pipeline, win profitable deals, and manage a high level of sales activities that create mutually beneficial, trust-based relationship, and business value.

• Leverage Solution Selling techniques to drive the sales process and close opportunities through expert negotiation, including managing the contract and approval process for new deals.  Lead cross functional teams to deliver exceptional value and experiences to customers, including partnering with Customer Success, Customer Support, Marketing, Engineering, Legal, and Sales Operations.

• Develop sales strategy and go to market plans, leveraging data, to gain greater market share, prioritize and segment accounts, and win opportunities.  Proactively research customer industry trends, leveraging tools like Debtwire, MergerMarket, LinkedIn, etc. with the intent of providing value-added customers solutions in support of the customer’s business objectives.

• Build and maintain strong sales pipeline and forecast, through consistent outbound activities, delivering quality discovery calls and meetings, providing consistent training on new platform capabilities, exceptional customer service, and proactively delivering solutions that solve business pains. Meet or exceed set Key Performance Indicators (KPIs), for example, number of calls, meetings, and other sales activities.

• Advocate for customers by quickly resolving escalations, representing the voice of the customer, influencing internal stakeholders.

What You Will Bring:

• Bachelor's degree preferred.

• 2+ years of proven SaaS sales experience; preferably Financial Services adjacent 

• Perennial sales achiever that regularly exceeds sales revenue targets.

• Experience in outbound outreach and strong in-field presence.  Experience with Sales loft or similar tools preferred.

• Skilled in successfully prospecting, conducting client presentations and high-level demonstrations as well as managing an entire sales cycle with the goal to generate new business and grow existing revenue streams.

• Ability to adapt to your audience and tailor your messaging depending on the seniority of the customer.

• Strong balance of account management, new business hunting, territory management, and communication skills.

• Highly collaborative with a positive attitude, strong cross functional teamwork, and ability to deal with ambiguity in a fast paced, rapidly changing environment with many clients.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

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.