Sales Executive, Print & Document Solutions

Location: Basildon, UK; hybrid work model. Travel is required for client meetings, industry events, and business development activities.

Company

SS&C provides AI-powered technology and services for financial services and healthcare organisations, including print, document management, and customer communications solutions.

What you will do

• Identify and develop new business opportunities for print, mailroom, document management, and customer communication solutions across financial services, insurance, pensions, utilities, and public sector organisations.
• Use telephone, email, social media, networking events, and industry referrals to prospect and engage decision-makers.
• Build, manage, and maintain the sales pipeline through CRM tools, including follow-up, forecasting, activity reporting, and opportunity updates.
• Discover client needs across document management, print, and mailroom operations, identifying opportunities to improve efficiency, compliance, customer experience, and cost control.
• Collaborate with operational, solution design, and marketing teams to create tailored proposals for mail management, document scanning and digitisation, print production, fulfilment, electronic communications, and customer correspondence.
• Represent SS&C at events, conferences, exhibitions, and client meetings while monitoring industry trends, regulation, print technologies, and competitive offerings.

Requirements

• Proven experience in business development, lead generation, or sales within print services, document management, mailroom outsourcing, BPO, customer communications management, or related industries.
• A track record of identifying, developing, and converting new business opportunities.
• Experience selling managed services, outsourcing solutions, or operational services to mid-market and enterprise organisations.
• Excellent communication, presentation, and relationship-building skills, including the ability to engage senior decision-makers.
• Proficiency with CRM systems and pipeline management tools.
• Ability to manage multiple opportunities in a fast-paced environment while pursuing revenue and growth targets.
• Self-motivated, highly organised, and willing to travel for client meetings, industry events, and business development activities.

Nice to have

• Knowledge of inbound mailroom operations, document scanning and digitisation, print production, fulfilment services, or customer communications management.
• Experience in regulated industries such as financial services, pensions, insurance, healthcare, or utilities.
• Understanding of compliance requirements for customer communications, data protection, and document retention.

Culture & Benefits

• Hybrid work model.
• Professional development reimbursement and access to SS&C University.
• Competitive holiday scheme and wellbeing benefits.
• Ongoing, hands-on training customised to career growth.
• Commitment to diversity and inclusion.