Sales Solutions Consultant – SEC Reporting & Compliance

Broadridge

. Guide clients through product offerings via technology demonstrations and articulate value propositions .

Posted 10/28/2026full-timeRemote • New York • 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 pipeline management, client relationship development, and technology demonstrations. Proficient in Salesforce CRM and skilled in creating impactful presentations and sales collateral.

Highest-signal resume keywords

Sales Pipeline ManagementTechnology Demonstration ExperienceSalesforce CRM ProficiencyStrong Presentation SkillsSEC EDGAR Filing Knowledge

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 Support ExperienceDigital Product ProficiencyContract NegotiationData Gathering Best PracticesClient Communication Documentation

Soft Skills

Excellent CommunicationStrong Listening SkillsTime ManagementRelationship BuildingAdaptability

Tools & Technologies

SalesforcePowerPointExcel

Industry Keywords

SEC EDGAR Filing ProcessSales Activity GoalsClient Needs AssessmentTraining Session PlanningConference Representation

About the role

Key responsibilities & impact

Guide clients through product offerings via technology demonstrations and articulate value propositions
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 revenue
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 client needs and challenges
Document, channel, and tailor client communications
Build custom client presentations
Plan product- and industry-specific training sessions for sales and prepare internal training presentations
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 technology 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 demonstrated ability to quickly adapt to and articulate product updates
Salesforce, PowerPoint, and Excel skills

Benefits

Comp & perks

Bonus eligible
Significant commission potential
Comprehensive benefit offerings
Remote home office arrangement
Limited travel for conferences, including possible nights and weekends