SS&C Technologies · 3 weeks ago
Account Executive - Investment Banks
United States
Full-time
Remote
Entry, Mid Level
2+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking an Account Executive for the Investment Banks Sales team to build relationships, drive sales processes, and develop strategies to enhance market share.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Build relationships with investment bankers through prospecting within existing accounts
Leverage Solution Selling techniques to drive the sales process and close opportunities
Develop sales strategy and account plans, leveraging data, to gain greater market share
Proactively research M&A and customer industry trends with the intent of providing value-added customers insights
Deliver unique Intralinks value propositions to customers through a variety of channels including field, phone meetings, and virtually
Build and maintain strong sales pipeline and forecast
Lead cross functional teams including Customer Success, Customer Support, Marketing, Engineering, Legal, and Sales Operations
Meet or exceed set Key Performance Indicators (KPIs)
Identify the need for, and collect, information to better understand client issues and problems
Qualification
Required
2-4 years of quota carrying field sales experience
Prior experience in one or more of the following industries: Investment Banking, Private Equity, Financial Services and Technology Sales
Demonstrated mastery of Sales Process
Track record of exceeding sales activity metrics
Experience with sales technologies like Gong, Salesloft, etc
Preferred
Experience selling AI-enabled software a plus
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