Sales Engineer (Remote)
Broadridge Financial Solutions - New York, NY
posted 3 months ago
About the position
At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you're passionate about developing your career, while helping others along the way, come join the Broadridge team. Broadridge Disclosure Solutions is growing! We are on the cutting edge of technology, offering innovative solutions for SEC reporting, regulatory compliance, and EDGAR filing. Our products are designed to streamline and enhance disclosure processes. We are committed to delivering robust, user-friendly, and efficient software that helps organizations manage complex compliance and reporting requirements with confidence. This technology is one part of our world-class, single-source governance and communication platform. Broadridge is seeking a dynamic and results-oriented Sales Engineer to join our team and support our SEC/EDGAR product suite. The Sales Engineer will play a critical role in providing technical expertise during the sales process, supporting the Broadridge Corporate Issuer sales team, conducting software demos, and ensuring prospective clients understand the value and functionality of our enhanced compliance and reporting solutions. This role is considered remote, which means you'll be assigned to a home office. However, this role is national with coast-to-coast clients and requires limited travel for conferences that may include nights and weekends.
Responsibilities
- Fluently guide clients through product offerings via demonstrations, clearly articulating value proposition, and fielding client questions about capabilities in real time
- Establish the best practice for pre-demo data gathering and post-demo follow up
- Collaborate with other Broadridge sales teams and leaders
- Develop trusted partner relationships with key customers to retain and grow revenues over time
- Participate in contract negotiations
- Represent Broadridge at conferences and regional events
- Achieve sales activity goals
- Develop and manage sales pipeline
- Work closely with our CRM system (Salesforce)
- Work with clients to understand needs and challenges
- Expertly document, channel, and tailor communications with clients to yield optimal results
- Build custom client presentations for various client presentations
- Plan product- and industry-specific training sessions for sales, and prepare internal training presentations to increase sales effectiveness
- Liaise with business partners to develop and enhance products based on client input and industry awareness
- Work with marketing to create collateral sales material
- Coordinate conference attendance, sponsorships, and webinars
- Gather technical requirements from clients and prospects to help the service team develop appropriate quotes and plans related to any development work
Requirements
- Advanced knowledge of the financial industry
- Prior sales or sales support experience, with a track record of making or exceeding sales plan
- Previous Tech demo experience required
- 5-10 years of experience preferred
- Excellent communication, including highly adept listening skills
- Strong and polished presentation skills, a professional approach, and effective representation of Broadridge business
- Strong time management skills, with the ability to prioritize multiple projects at a time
- Ability to initiate, develop, and maintain professional relationships
- Ability to work in a dynamic, high-pressure environment
- Strong technical proficiency with digital products and demonstrated ability to quickly adapt to and articulate product updates
- Salesforce, PowerPoint, and Excel skills
- Extensive knowledge in SEC form types
- Extensive knowledge on XBRL tagging and taxonomy
Benefits
- Salary: $90,000-$120,000 depending on experience
- Bonus: SQB $20,000+ target
- Paid Time off: FlexPTO
- Benefits: Medical, dental, life, and vision insurance
- 401k w/ match
- Parental leave
- Medical insurance starts immediately upon hire
