Broadridge · 1 day ago
Sales Engineer (Remote)
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $125K/yr
5+ years expBroadridge is a company dedicated to empowering others and is seeking a dynamic Sales Engineer to support their SEC/EDGAR product suite. The Sales Engineer will provide technical expertise during the sales process, conduct software demos, and ensure clients understand the value of Broadridge's compliance and reporting solutions.
BankingCrowdfundingEnterprise SoftwareFinanceFinancial ServicesInformation TechnologyOutsourcingSoftwareVenture Capital
Responsibilities
Fluently guide clients through product offerings via demonstrations, clearly articulating value proposition, and fielding client questions about capabilities in real time
Establish the best practice for pre-demo data gathering and post-demo follow up
Collaborate with other Broadridge sales teams and leaders
Develop trusted partner relationships with key customers to retain and grow revenues over time
Participate in contract negotiations
Represent Broadridge at conferences and regional events
Achieve sales activity goals
Develop and manage sales pipeline
Work closely with our CRM system (Salesforce)
Work with clients to understand needs and challenges
Expertly document, channel, and tailor communications with clients to yield optimal results
Build custom client presentations for various client presentations
Plan product- and industry-specific training sessions for sales, and prepare internal training presentations to increase sales effectiveness
Liaise with business partners to develop and enhance products based on client input and industry awareness
Work with marketing to create collateral sales material
Coordinate conference attendance, sponsorships, and webinars
Gather technical requirements from clients and prospects to help the service team develop appropriate quotes and plans related to any development work
Qualification
Required
Knowledge of SEC form types
Knowledge of XBRL tagging and taxonomy
Prior sales or sales support experience, with a track record of making or exceeding sales plan
Previous Tech demo experience required
Excellent communication, including highly adept listening skills
Strong and polished presentation skills, a professional approach, and effective representation of Broadridge business
Strong time management skills, with the ability to prioritize multiple projects at a time
Ability to initiate, develop, and maintain professional relationships
Ability to work in a dynamic, high-pressure environment
Strong technical proficiency with digital products and demonstrated ability to quickly adapt to and articulate product updates
Salesforce, PowerPoint, and Excel skills
Preferred
5-10 years of experience preferred
Benefits
Bonus Eligible
Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act
Company
Broadridge
Broadridge is a provider of investor communications and technology solutions for broker dealers, banks, mutual funds and corporate issuers.
10001+ employees
H1B Sponsorship
Broadridge has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (109)
2024 (124)
2023 (83)
2022 (141)
2021 (100)
2020 (73)
Funding
Current Stage
Public CompanyTotal Funding
$3.05B2023-08-17Post Ipo Debt· $1.3B
2021-05-17Post Ipo Debt· $1B
2019-12-10Post Ipo Debt· $750M
Leadership Team
Timothy Gokey
Chief Executive Officer
Tyler Derr
Chief Technology Officer
Recent News
FF News | Fintech Finance
2025-12-03
2025-11-19
Company data provided by crunchbase