Account Executive
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Job Location:
Jacksonville, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
07-11-2025
Vacancies:
1 Vacancy
Job Summary
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.
Job Description
Account Executive Wealth Management
Location: Jacksonville FL New York Hybrid
Get To Know The Team:
SS&C Black Diamond Wealth Solutions is seeking a highly energetic talented and competitive Account Executive to help drive sales of SS&C Advents solutions and services for the Advisory Wealth Management space.
SS&C BDWS is a leading provider of award-winning software and services for the global investment management industry. We are looking for a highly driven and motivated individual to join our team as an Account Executive.
As an Account Executive you will play a key role in generating and closing new business opportunities. The successful candidate will possess a strong work ethic a passion for financial technology and play a fundamental role in achieving our ambitious customer acquisition and growth objectives.
Why You Will Love It Here!
- Flexibility: Hybrid Work Model and Business Casual Dress Code including jeans
- Your Future: 401k Matching Program Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off Sick Leave Paid Holidays
- Your Wellbeing: Medical Dental Vision Employee Assistance Program Parental Leave
- Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds Talents and Experiences of Our Employees
- Training: Hands-On Team-Customized including SS&C University
- Extra Perks: Discounts on fitness clubs travel and more!
What You Will Get To Do:
- Exceed activity pipeline and revenue targets
- Prospect for new opportunities and participate in marketing activities trade showsandconferences
- Research accounts identify key players and generate interest
- Understand and qualify prospective customer goals and functional requirements
- Successfully lead meetings with C-level executives and other key stakeholders
- Manage a complex sales cycle fromdiscoveryphase to close
- Coordinate and direct all sales activities including sales consulting resources utilized during the sales cycle
- Communicate deal information to management accurately forecast pipeline manage revenue recognition issues and deal closure
- Track all customer details including use case purchasetime frames next steps and forecasting in
- Internally this role will actively interact with variouscross functionalteam members including Solution Consultants Professional Services other members of the Sales team Legal Accounting Operations Data Specialists Product Managers Marketing and various members of Senior Management
What You Will Bring:
- Bachelors degree
- Proven ability to consistently exceed sales and revenue targets
- Excellent understanding and execution of Solution Selling methodology
- Working knowledge of the securities industry and terminology. Experience working with wealth management technology a plus.
- Excellent presentation skills written and oral communication skills and organizational skills
- Leadership ability to motivate and coordinate resources
- Proficiency in Microsoft Office and Salesforce
Thank you for your interest in SS&C! To further explore this opportunity please apply through our careers page on the corporate website at explicitly requested or approached by SS&C Technologies Inc. or any of its affiliated companies the company will not accept unsolicited resumes from headhunters recruitment agencies or fee-based recruitment services.
SS&C offers excellent benefits including health dental 401k plan tuition and professional development reimbursement plan.SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race color religious creed gender age marital status sexual orientation national origin disability veteran status or any other classification protected by applicable discrimination laws.
Required Experience:
IC
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
About Company
Leading cloud-based provider of financial services technology solutions. SS&C Technologies owns and maintains the best financial technology in the industry
