Sales Solutions Consultant – SEC Reporting & Compliance

Broadridge

. Guide clients through product offerings via technology demonstrations .

Posted 10/26/2026full-timeRemote • United StatesMid-LevelSenior💰 $120,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in sales strategy and client relationship management, with a strong focus on technology demonstrations and effective communication. Proficient in utilizing Salesforce CRM and developing tailored presentations to enhance sales effectiveness.

Highest-signal resume keywords

Salesforce CRM ProficiencyTech Demo ExperienceSEC EDGAR Filing KnowledgeStrong Presentation SkillsSales Pipeline Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales StrategySales Activity Goals AchievementData Gathering Best PracticesTechnical Requirements DocumentationSales Collateral Creation

Soft Skills

Excellent CommunicationStrong Listening SkillsTime ManagementRelationship DevelopmentAdaptability in High-Pressure Environments

Tools & Technologies

SalesforcePowerPointExcel

Industry Keywords

Contract NegotiationsClient PresentationsSales Training SessionsConference RepresentationRevenue Growth

About the role

Key responsibilities & impact

Guide clients through product offerings via technology demonstrations
Establish best practices for pre-demo data gathering and post-demo follow-up
Collaborate with Broadridge sales teams, peers, and leaders
Develop trusted partner relationships with key customers to retain and grow revenues
Participate in contract negotiations
Represent Broadridge at conferences and regional events
Achieve sales activity goals
Develop and manage the sales pipeline
Work closely with Salesforce CRM
Understand clients' needs and challenges
Document, channel, and tailor client communications
Build custom client presentations
Plan product- and industry-specific sales training sessions
Prepare internal training presentations to increase sales effectiveness
Work with marketing to create sales collateral
Coordinate conference attendance, sponsorships, and webinars
Gather technical requirements from clients and prospects to inform the product roadmap

Requirements

What you’ll need

Knowledge of the SEC EDGAR filing process
Prior sales or sales support experience, with a track record of making or exceeding sales plan
Previous tech demo experience required
At least 5 years of experience preferred
Excellent communication, including highly adept listening skills
Strong and polished presentation skills
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 ability to quickly adapt to and articulate product updates
Salesforce, PowerPoint, and Excel skills
Ability to travel occasionally for conferences, including possible nights and weekends

Benefits

Comp & perks

Bonus eligible
Significant commission potential
Comprehensive benefit offerings
Paid sick leave for Colorado employees
Other legally required benefits, as applicable
Reasonable accommodations during the application and/or hiring process