SS&C Technologies · 4 days ago
Sales Development Representative - SS&C Black Diamond Wealth Solutions
California, United States
Full-time
Hybrid
New Grad, Entry LevelSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Sales Development Representative to drive new business opportunities through outbound and inbound sales processes, ensuring a valuable experience for prospective customers.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Own and manage your personal work queue with discipline, prioritizing the highest-value activities, balancing inbound responsiveness with consistent outbound volume
Execute targeted outbound outreach (calls, emails, LinkedIn) to drive net-new conversations and create qualified opportunities for the Sales Team
Respond to inbound leads with speed and clarity, ensuring prospects experience value within minutes—not days
Monitor and route the inbound phone line, delivering a professional, helpful first impression while quickly assessing fit and next steps
Qualify prospects thoroughly by understanding their needs, challenges, and buying readiness, setting up AEs for successful next steps
Maintain crisp and accurate notes in CRM, ensuring visibility for Marketing, Sales, and leadership
Act as the connective tissue between Marketing and Sales, ensuring campaigns convert into pipeline
Continuously sharpen your product and industry knowledge, applying new learnings in real time to improve conversations and qualification quality
Collaborate openly with teammates, sharing tactics, wins, and lessons learned to help elevate team performance as a whole
Operate with accountability and coachability, embracing feedback and consistently improving outbound strategy, messaging, and execution
Qualification
Required
Comfortable speaking to Sr. Level decision makers
Enthusiasm and interest in pursuing career in Sales
Able to receive and implement coaching and feedback to apply best practices
Ability to form relationships with colleagues, prospects and customers through strong interpersonal skills
Detailed-oriented and has excellent written and verbal communication skills as well strong organizational skills with the ability to handle multiple ongoing projects
Skilled and active listener who can understand and empathize with customer and prospect needs and respond accordingly
Preferred
Experience with Salesforce preferred but not required
A strong curiosity and passion to learn more about the financial advisory industry
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
Founded in 1986
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
EVP, Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase