Sales Development Representative

Sales New York, New York


SS&C Advent is a leading provider of award-winning software and services for the global investment management industry. In 2018, we ranked No. 38 on Fortune Magazine’s 100 Fastest-Growing Companies list. We are looking for a highly driven and motivated individual to join our team as a Sales Development Representative.

As the SDR is typically the first person a client or prospect interacts with at SS&C Advent, it is imperative that they create experiences for our clients and prospects that set the stage for effective follow-up from members of our sales teams and drive future account growth.

As a Sales Development Representative, you will play a key role in both qualifying inbound opportunities and generating new outbound opportunities.

The ideal candidate is results-oriented, enthusiastic to learn, and ambitious. Candidates should be sales-focused and looking to advance their career in sales.


  • Work to meet and exceed monthly goals defined to maximize deal flow with outbound emails, calls, setting up meetings, etc.
  • Understand the customer's environment and introduce new concepts to solve the customer's problems and set the stage for sales to determine and confirm product fit.
  • Provide qualified leads to the field sales organization contributing to development/penetration efforts.
  • Gather and collect pertinent prospect information into CRM.
  • Enhance product knowledge through regularly scheduled training sessions and direct feedback from members of the sales teams.
  • Support marketing campaigns and promotional offers to help optimize revenue.
  • Define, refine and automate our systems/processes/templates that will allow us understand & improve our business, market environments, and competitor landscapes in which we operate and compete more efficiently and effectively.


  • 1-2 years Financial Services or Software industry experience preferred but not required
  • Comfortable speaking to Sr. Level decision makers required
  • Financial services and wealth management industry knowledge a plus.
  • Hungry, Self-motivated and results-driven. Has a positive can-do attitude.
  • Detail oriented, analytical, and has a natural interest in technology and finance.
  • Quick learner, able to apply best practices and act on coaching feedback.
  • Enthusiasm and interest in pursuing sales career.
  • Ability to form relationships with prospects and customers. Strong interpersonal skills are key.
  • Excellent written and verbal communication skills.
  • Effective listener who can understand customer and prospect needs and respond accordingly.
  • Experience with SaaS or Salesforce preferred
  • BA/BS required.


  • Competitive compensation and benefits.
  • Progressive training opportunities and wellness programs that empower employees to achieve total (physical, financial, social & community) wellbeing.
  • Strong work-life balance coupled with a deep commitment to giving back to the communities where we live and work.
  • Potential advancement to a closing role in a highly sought-after sales environment.

 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!

SS&C Advent is an equal opportunity employer and committed to a diverse workforce.

Principals only please. NO AGENCY CANDIDATES WILL BE CONSIDERED. Please apply directly to Advent. No phone calls please.