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Senior Sales Support Specialist - Financial Services Technology

Create strategic proposals and presentations to win new financial services clients
New York
Senior
2 months ago
Vidado

Vidado

Vidado.ai provides AI-powered data capture solutions to transform unstructured content into usable data with high accuracy.

Sr. Sales Support Specialist - Financial Services Technology

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Title: Sr. Sales Support Specialist - Financial Services Technology

Locations: New York City | Hybrid

Role Overview: We're looking for a Sr. Sales Support Specialist to join the Alternatives Solutions Team within SS&C's GlobeOp Fund Administration business unit. This is a fantastic opportunity for someone eager to develop their writing and project management skills in a dynamic financial technology environment.

Get to Know the Team: Our team is vital in new business development, partnering closely with Sales to create compelling proposals, presentations, and marketing collateral. We're committed to delivering high-quality, strategic content that drives our global sales and marketing efforts and enhances our competitive edge.

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!

As a Sr. Sales Support Specialist, you will:

  • Craft and refine content: Ensure our proposals have a consistent tone, align strategically with RFP requirements, and incorporate approved company language.
  • Manage content libraries: Build and maintain a robust database of past responses, ensuring accuracy and ongoing validation for future use.
  • Coordinate proposal workflows: Follow up with team members to gather feedback and revisions, keep proposal development on track and meet deadlines.
  • Collaborate with subject matter experts: Work with internal stakeholders to keep all data and responses current, ensuring they're ready for future questionnaires and client needs.
  • Become a product expert: Develop a deep understanding of SS&C's Fund Administration Solutions, Operations Services, and cutting-edge technology.
  • Design impactful presentations: Utilize advanced Microsoft PowerPoint skills to update, format, and enhance critical marketing materials and presentations for prospective clients and existing partners.
  • Ensure brand consistency & accuracy: Guarantee presentations tell a clear, logical story, are visually appealing, adhere to brand guidelines, and accurately reflect all data.

Qualifications: We're looking for a proactive, detail-oriented individual who can thrive in a fast-paced environment.

  • Bachelor's degree in Marketing, Communications, Finance, or a related field with 2-5 years of corporate work experience.
  • Proven experience in RFP writing, specifically within financial services.
  • Exceptional writing and editing abilities with strong attention to detail and accuracy.
  • Strong organizational and follow-up skills, enabling you to manage multiple competing priorities and meet tight deadlines.
  • Proficiency in Microsoft Office, with advanced skills in PowerPoint and Excel.
  • A self-starter with demonstrated initiative and the ability to work independently and as part of a broader team.
  • A thoughtful colleague with strong interpersonal skills, capable of partnering effectively with Sales, Senior Executives and Subject Matter Experts.
  • Knowledge of and passion for alternative investments/private markets is highly desirable, or a demonstrated ability to learn complex financial concepts quickly.
  • Ability to think creatively, conceptually, and strategically to develop impactful content.
  • Comfort working in a fast-paced environment that requires multi-jurisdictional support and occasional off-business-hour engagement to support global sales initiatives.
  • Experience with software apps Loopio, Qvidian, or Response (RFPIO) is a plus.

Note - This not a sales/client-facing role nor a technology/programming role. It is a hybrid role where you will work remote with some office time. There is no corporate travel involved.

Thank you for your interest in SS&C! To further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers.

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Senior Sales Support Specialist - Financial Services Technology
New York
Sales
About Vidado
Vidado.ai provides AI-powered data capture solutions to transform unstructured content into usable data with high accuracy.