Associate Sales Development Representative

SS&C Technologies • New York, NY

1d • $75,000 - $80,000

About The Position

The Associate Sales Development Representative (SDR) generates new business opportunities for SS&C by engaging prospective clients across the alternative investment industry, including hedge funds, private equity firms, private credit managers, and institutional asset managers. Working alongside experienced sales professionals, the SDR manages inbound and outbound prospecting, identifies client needs, qualifies opportunities, and supports the sales pipeline. As an early point of contact for prospective clients, the SDR helps shape the customer experience and build relationships with key decision-makers.

The role offers exposure to financial services technology, investment management, and fund services, with opportunities to work alongside industry experts and learn about SS&C GlobeOp's solutions. The SDR participates in sales training and professional development, shadows or leads client meetings, product demonstrations, and sales calls, and works with Sales, Marketing, Product, and Client Service teams globally. The position is intended for someone motivated to develop sales expertise and a long-term career in sales and business development.

Requirements

• A bachelor's degree in Finance, Business, Economics, Marketing, Communications, or a related field is preferred.
• Strong interest in financial services, investment management, fintech, or alternative investments.
• Self-motivated team player with a positive, growth-oriented mindset.
• Ability to receive, apply, and act upon coaching and feedback.
• Desire to develop a long-term career in sales and business development.
• Excellent interpersonal skills and ability to build relationships and establish credibility quickly.
• Strong verbal and written communication skills.
• Detail-oriented, with strong organizational and time-management abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Active listening skills and ability to identify customer needs and communicate value-based solutions.
• Ability to work independently and collaborate effectively within a team.
• Experience with CRM platforms is preferred.

Nice To Haves

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

Responsibilities

• Qualify and route inbound leads by responding to inquiries in a timely and professional manner.
• Execute outbound prospecting campaigns to identify opportunities and generate qualified meetings for the sales organization.
• Engage senior decision-makers in Operations, Finance, Investor Relations, Compliance, and Technology at alternative investment firms.
• Understand and document client business challenges, operational priorities, and growth initiatives through discovery conversations.
• Research prospective accounts using multiple sources and maintain accurate CRM records.
• Generate qualified opportunities and partner with Account Executives and Business Development teams to advance sales engagements.
• Develop an understanding of SS&C GlobeOp's fund administration, middle office, investor services, compliance, and technology solutions.
• Participate in ongoing sales training and professional development programs.
• Maintain working relationships across Sales, Marketing, Product, and Client Service teams globally.
• Shadow or lead client meetings, product demonstrations, and sales calls to gain exposure to the enterprise sales lifecycle.
• Achieve activity, meeting, and pipeline generation goals consistently.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan with company match
• Paid time off
• Paid holidays
• Parental leave
• Professional development reimbursement opportunity
• Potential annual discretionary bonus and/or equity awards, such as restricted stock units or stock options, subject to individual and business performance and company discretion

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level