Sales Director Insurance Investment Accounting

Sales Executive – Insurance Investment Accounting Solutions

Location: Remote US OR Hybrid

SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. With 27,000+ employees in 35 countries, SS&C serves more than 20,000 financial services and healthcare organizations ranging from the world’s largest companies to small and mid‑market firms.

SS&C sells innovative technology and value‑add services to insurance companies that need timely, accurate accounting and reporting for the public and private investments they hold in their General Account and through Separately Managed Accounts. Our solutions centralize, automate, and streamline all investment activities across the insurance company’s middle‑ and back‑office operations, helping them meet unique statutory accounting requirements and regulatory reporting obligations to the National Association of Insurance Commissioners (NAIC).

Key functions supported include trade capture, post‑trade compliance, valuations, corporate actions, reconciliation and exception resolution, multi‑basis, multi‑currency investment accounting (GAAP, STAT, Tax, IFRS), unstructured data collection, document management for alternative investments, performance measurement, attribution, risk analytics, and insurance regulatory reporting.

• 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:
  Commitment 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!

• Drive new logo sales within the US insurance market, including SaaS offerings and outsourced investment accounting, operations, reporting and analytics services.
• Lead the entire sales process from prospecting through closing, conducting discovery, preparing subject matter experts and team members, developing presentations, providing timely follow‑up to prospects, creating pricing proposals and negotiating contracts.
• Build and maintain a strong sales pipeline of short, medium and long‑term opportunities through active outreach and nurturing relationships with decision‑makers.
• Conduct high volume of outreach, including calling, emailing and running marketing campaigns to generate new leads and opportunities, using Salesforce, Salesloft and other mediums.
• Prepare for prospect meetings with high degree of organization and attention to detail, and deliver high quality presentations and product demonstrations.
• Take a consultative approach to understanding a prospect’s challenges, priorities and strategic objectives, and deliver tailored solutions.
• Develop a thoughtful strategy and execution plan for every prospect engagement, leading to a well‑run sales process and high close rate.
• Run complex, consultant‑led Request for Proposal processes, ensuring responses are consistent, of the highest professional quality and submitted on time.
• Maintain relationships with industry consultants and other influencers to create advocates for SS&C in the market and drive referrals.
• Create and distribute continuous thought leadership to address industry trends and challenges, promote SS&C’s expertise and build our reputation.
• Plan and attend industry conferences with proactive outreach to schedule meetings with target prospects and maximize return on investment.
• Collaborate and communicate effectively with internal team members and executives to strategize, prepare and execute on new client opportunities.
• Organize PowerPoint slides and talking points for internal presenters, including executives and subject matter experts.
• Build rapport with executive decision‑makers at the prospect and develop relationships at multiple levels of the organization.
• Work diligently as an individual contributor and collaboratively with the…