Account Executive

Employer Industry: Financial Services and Healthcare Technology

• Flexibility with a hybrid work model and a business casual dress code
• 401k matching program and professional development reimbursement
• Generous work/life balance with flexible personal/vacation time off, sick leave, and paid holidays
• Comprehensive wellbeing benefits including medical, dental, vision, and parental leave
• Commitment to celebrating diverse backgrounds, talents, and experiences of employees
• Access to hands‑on training through SS&C University and various employee perks

• Identify and establish relationships with investment bankers through prospecting and marketing leads
• Leverage solution selling techniques to drive sales and close opportunities
• Develop sales strategies and account plans to gain market share and identify key go‑to markets
• Research M&A and industry trends to provide valuable insights to customers
• Maintain a strong sales pipeline and forecast through consistent outbound activities and exceptional customer service

• Minimum of 2 years of sales experience
• Proven track record of exceeding sales revenue targets
• Ability to effectively respond to customer needs and counter objections
• Demonstrated skills in generating new business and growing existing revenue streams
• Strong interpersonal and follow‑up skills with a self‑motivated work ethic

• Experience in the financial services or healthcare technology sectors
• Familiarity with customer relationship management (CRM) software
• Previous experience in a fast‑paced sales environment
• Ability to work collaboratively in a team‑oriented setting

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We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top‑tier employer.