Demo

CRM Solutions Consultant - Sales Engineer

Advent Software, Inc.
Jacksonville, FL Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 4/8/2025
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. Job Description CRM Solutions Consultant - Sales Engineer Location: Jacksonville, FL | hybrid Get To Know Us: At SS&C Salentica we build, implement, and support CRM software solutions that our customers use to track their customer information, improve client service, and improve operational efficiency. Success for our customers starts with understanding the potential of our powerful CRM tools to help transform their business. This is where the Solutions Consultant comes in. As a Salentica Solutions Consultant, you are a story teller, problem solver, and content creator. You apply your product knowledge and client-facing communication skills at a critical part of the Salentica customer journey. 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 Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity Training: Hands-On, Team-Customized, including SS&C University Extra Perks: Discounts on fitness clubs, travel and more! What You Will Get To Do: Collaborate with account executives and other Salentica teams throughout all stages of the sales cycle to help increase prospect trust in Salentica solutions. This includes: Helping discover and document the customer’s business needs Educating prospective customers on the value of Salentica’s CRM solutions and services through demonstrating product’s functionality in real time or pre-recorded video form Introducing best practices for end-user adoption of the solutions Committing yourself to continual learning on the ever-changing products and platform ecosystems Researching additional solutions Participate in marketing events such as webinars or conferences Travel for this role may be needed, up to 25% in the future. What You Will Bring: Experience in the Wealth Management or Asset Management industries Excellent presentation skills Self-motivated drive needed for helping win new business Genuine desire to continually learn, refine, and improve your craft Experience selling, supporting, or contributing to the sales process of SaaS business applications Knowledge of the operations of RIAs, asset managers, broker-dealers, or similar financial institutions Experience with financial services CRM solutions Experience with the Microsoft Dynamics and Salesforce platforms Bachelor's Degree preferred We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense. Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers. #LI-JP1 Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws. Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. Jersey City, NJ: Salary range for the position: $140,000 USD to $175,000 USD. NY: Salary range for the position: $140,000 USD to $175,000 USD. Washington: Salary range for the position: $140,000 USD to $175,000 USD. Colorado: Salary range for the position: $140,000 USD to $175,000 USD. Maryland: Salary range for the position: $140,000 USD to $175,000 USD. 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.

Salary : $175,000

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