SS&C Technologies · 1 day ago
Sales Engineer
Georgia, United States
Full-time
Onsite
Senior Level
$125K/yr - $175K/yr
5+ years expSS&C Technologies is a leading financial services and healthcare technology company based in Windsor, Connecticut. They are seeking a Sales Engineer to develop a deep understanding of their products and services for the insurance and asset management market, while collaborating with sales representatives and stakeholders to deliver tailored solutions to prospective clients.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Hiring Manager
James Pelczar
Responsibilities
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
Qualification
Required
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
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies 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 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
Executive Vice President and Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase