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SS&C Technologies Sales Development Representative - Rotational Program in New York, New York

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Location: NYC Office

SS&C is a global provider of financial services and software solutions for the financial and healthcare industries. As the world’s largest fund administrator, SS&C provides front, middle- and back-office services to the alternative investment space. Within SS&C’s Fund Administration business, our sales team is responsible for selling the entire portfolio of products and services to asset managers (hedge fund managers, private equity firms, insurance companies, investment banks, and more!). We are looking to bring on individuals who are interested in growing their career in sales and begin as a Sales Development Representative on the SS&C Fund Administration Sales team!

Through the SDR Rotational Program, you will have the opportunity to work in a collaborative team environment alongside seasoned sales professionals. SDR’s will play a key role in generating new business opportunities for SS&C. You will be responsible for servicing inbound and outbound sales and other related inquiries with a focus on engaging and qualifying all prospective customers. This role is one of the first touch points for prospects and has the opportunity to set the tone for the sales cycle.

In this position, you’ll manage the lead lifecycle from initial inquiry to qualification and transition to the Sales Team upon completing of the Rotational Program. The ideal candidate is highly driven, results-oriented, enthusiastic to learn about the financial industry, coachable, and ambitious.


  • Qualify and pass inbound leads by responding to phone calls and web-form submissions in a timely manner

  • Make daily outbound calls to identify new prospects and generate high-quality opportunities for SS&C’s larger sales organization

  • Understand and record the technological challenges and business needs of our clients and prospects through active listening and effective questioning

  • Provide qualified opportunities to field/client sales organizations to further account development

  • Research pertinent prospect information using multiple sources and input data into CRM, making updates as new interactions occur and more information is gathered

  • Understand the products and services offered by SS&C’s larger portfolio of services and platforms; and regularly enhance said knowledge through self-study and scheduled internal trainings

  • Comply with established Sales Development processes and procedures and quickly adopts net-new ones as required

  • Maintain strong working relationships across multiple teams, across different departments, and across different regions; both internal and external

  • Shadow calls and product demos with Sales team to better understand SS&C’s full sales lifecycle


  • Knowledge of financial services and capital markets preferred but not required

  • A strong curiosity and passion to learn more about the financial services industry

  • Comfortable speaking to Sr. Level decision makers

  • Self-motivated, team player that has a positive can-do attitude

  • Able to receive and implement coaching and feedback to apply best practices

  • Enthusiasm and interest in pursuing career in Sales

  • Ability to form relationships with colleagues, prospects and customers through strong interpersonal skills

  • Detailed-oriented and has excellent written and verbal communication skills as well strong organizational skills with the ability to handle multiple ongoing projects

  • Skilled and active listener who can understand and empathize with customer and prospect needs and respond accordingly

  • BA/BS required


  • Competitive compensation and benefits

  • Progressive training opportunities and wellness programs that empower the larger wellbeing of our employees (physical, financial, social, and community)

  • Having high impact on a world-class sales organization and gaining exposure to leaders within the financial industry

  • Becoming part of a mission-driven team that loves to constantly learn and improve

  • Work along-side seasoned sales professionals and business leaders to gain

If you have what it takes to be a great Sales Development Representative and want to work on a hardworking, success-oriented and fun team, then apply today!


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.