Senior Director, Field Sales

SS&C Technologies

. Generate new revenue for the Advent division of SS&C Technologies by selling software and services to investment management firms .

Posted 11/4/2026full-timeRemote • Maryland • United StatesSenior💰 $200,000 - $260,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in selling software solutions to investment management firms, with a strong focus on strategic account development, relationship management, and full sales cycle management. Proficient in utilizing Salesforce CRM for pipeline management and sales forecasting while adhering to compliance and ethical sales practices.

Highest-signal resume keywords

Investment Management Sales ExperienceGenesis Platform KnowledgeSalesforce CRM ProficiencyStrategic Account DevelopmentComplex Enterprise Sales Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Software Solutions SalesSales Cycle ManagementOutbound ProspectingContract NegotiationMarket AnalysisFinancial Software SolutionsPortfolio ManagementCompliance SystemsPerformance MeasurementReporting Systems

Soft Skills

Excellent Communication SkillsPresentation SkillsNegotiation SkillsRelationship ManagementStrategic Thinking

Tools & Technologies

SalesforceSales Analytics Tools

Industry Keywords

Investment ManagementRevenue GrowthBusiness DevelopmentClient EngagementNetworkingTrade ShowsCompliance RequirementsEthical Sales Practices

About the role

Key responsibilities & impact

Generate new revenue for the Advent division of SS&C Technologies by selling software and services to investment management firms
Drive new business revenue growth by selling Advent's Genesis Platform, Eze products, and related solutions across the assigned territory, primarily NOAM
Develop and execute strategic account and territory plans to identify, engage, and win new Investment Management clients
Generate qualified sales opportunities through outbound prospecting, networking, referrals, and collaboration with Sales Analysts and Marketing
Manage the full sales cycle from lead generation and qualification through solution presentation, contract negotiation, and deal closure
Establish and maintain relationships with executive-level stakeholders and key decision-makers
Collaborate with Sales Engineers and Solutions Managers on solution presentations, demonstrations, proposals, and business cases
Position the Genesis Platform across front-, middle-, and back-office workflows
Maintain pipeline and sales forecasts in Salesforce and provide business updates to senior leadership
Analyze market trends, competitor activity, and client requirements to identify growth opportunities and provide market feedback
Represent Advent at conferences, trade shows, client events, and networking activities
Ensure adherence to company policies, procedures, compliance requirements, and ethical sales practices

Requirements

What you’ll need

Bachelor's degree in Business Administration, Marketing, Finance, or a related field
8-10+ years of direct experience selling software solutions to investment management firms
Proven track record of consistently meeting or exceeding sales targets and driving significant revenue growth
Experience managing complex enterprise sales cycles from prospecting through contract negotiation and close
Strong understanding of investment management workflows and financial software solutions, including trading, portfolio management, compliance, operations, accounting, performance measurement, and reporting systems
Demonstrated ability to develop new business opportunities through outbound prospecting and strategic account development
Excellent communication, presentation, negotiation, and relationship management skills, with the ability to engage senior executives and key decision-makers
Experience collaborating cross-functionally with pre-sales, product, marketing, and customer-facing teams
Proficiency with Salesforce CRM and sales analytics tools
Ability to travel as required to meet with clients and attend industry events
Strategic thinker with strong business acumen, a consultative selling approach, and a results-oriented mindset

Benefits

Comp & perks

medical, dental, and vision coverage
401(k) plan with company match
paid time off, holidays, and parental leave
professional development reimbursement opportunity
discretionary annual bonus eligibility
equity awards, such as restricted stock units or stock options, subject to individual and business performance and company discretion