Associate Sales Development Representative (Fintech)

Location: New York, NY, United States

Salary: $75,000–$80,000 USD per year, plus potential discretionary bonus and/or equity awards.

Company

SS&C provides AI-powered technology and services for financial services and healthcare organizations, including fund administration, middle office, investor services, compliance, and technology solutions.

What you will do

• Qualify and route inbound leads while responding to inquiries in a timely and professional manner.
• Execute outbound prospecting campaigns, research prospective accounts, and generate qualified meetings and opportunities.
• Engage senior decision-makers in Operations, Finance, Investor Relations, Compliance, and Technology at alternative investment firms.
• Conduct discovery conversations to understand client challenges, operational priorities, and growth initiatives, and maintain accurate CRM records.
• Partner with Account Executives, Business Development, Sales, Marketing, Product, and Client Service teams to advance sales engagements.
• Build knowledge of SS&C GlobeOp solutions, participate in training, shadow or lead client meetings and demonstrations, and achieve activity, meeting, and pipeline goals.

Requirements

• Bachelor’s degree in Finance, Business, Economics, Marketing, Communications, or a related field preferred.
• Strong interest in financial services, investment management, fintech, or alternative investments.
• Self-motivated, results-oriented, intellectually curious, coachable, and committed to developing a long-term career in sales and business development.
• Excellent interpersonal, verbal, and written communication skills, with the ability to build relationships and establish credibility quickly.
• Strong attention to detail, organization, time management, active listening, and ability to identify customer needs and communicate value-based solutions.
• Ability to manage multiple priorities in a fast-paced environment, work independently, and collaborate effectively within a team.

Nice to have

• Experience with CRM platforms.
• Previous internship or professional experience in sales, business development, customer-facing roles, or financial services.

Culture & Benefits

• Work with financial services and technology experts on modern platforms and evolving technologies.
• Access ongoing sales training and professional development programs.
• Medical, dental, and vision coverage.
• 401(k) plan with company match, paid time off, holidays, and parental leave.
• Professional development reimbursement opportunity.