Business Development Specialist (Fintech)

Location: Jacksonville, FL, Boston, New York City, or Chicago, United States

Salary: $75,000–$85,000 USD per year, with potential discretionary bonus and/or equity awards.

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, combining proprietary platforms with industry expertise.

What you will do

• Support prospecting, outbound campaigns, event follow-up, and strategic account targeting.
• Research prospective firms across emerging, mid-market, and high-profile segments.
• Coordinate client, partner, and center-of-influence meetings and travel schedules for sales representatives.
• Maintain CRM data quality, pipeline tracking, and sales activity reporting in Salesforce.
• Assist with pricing, proposals, deal coordination, territory planning, and sales materials.
• Collaborate with marketing and sales leadership on pipeline generation, process improvement, and strategic initiatives.

Requirements

• Bachelor’s degree preferred.
• 1–3 years of experience in sales, business development, financial services, fintech, or a related field preferred.
• Strong communication, organizational, relationship-building, and follow-through skills.
• Ability to manage multiple priorities in a fast-paced, team-oriented environment.
• Experience with Salesforce or other CRM systems preferred.
• Proficiency in Microsoft Office, including Excel and PowerPoint.

Nice to have

• Interest in fintech, wealth management, and enterprise technology solutions.
• Proactive, coachable, process-oriented, and open to feedback.
• High level of professionalism, integrity, and motivation to grow in enterprise sales.

Culture & Benefits

• Exposure to industry experts, modern platforms, enterprise environments, and complex operational challenges.
• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunities.