Senior Sales Account Executive, Core Field Sales

SS&C Technologies

. Exceed activity, pipeline, and revenue targets .

Posted 9/17/2026full-timeRemote • Illinois • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Solution Selling methodology and excels in managing complex sales cycles while exceeding revenue targets. Proficient in utilizing Salesforce for pipeline management and customer tracking, with strong leadership and communication skills to engage C-level executives and coordinate cross-functional teams.

Highest-signal resume keywords

Solution Selling MethodologySalesforce ProficiencyRevenue Target AchievementWealth Management Technology ExperienceExcellent Presentation Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Cycle ManagementPipeline ForecastingCustomer QualificationAccount ResearchRevenue Recognition

Soft Skills

Excellent Communication SkillsOrganizational SkillsLeadership AbilityMotivational Skills

Tools & Technologies

Salesforce.comMicrosoft Office

Industry Keywords

Securities IndustryWealth ManagementSales ConsultingC-Level Engagement

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

Exceed activity, pipeline, and revenue targets
Prospect for new opportunities and participate in marketing activities, trade shows, and conferences
Research accounts, identify key players, and generate interest
Understand and qualify prospective customer goals and functional requirements
Lead meetings with C-level executives and other key stakeholders
Manage a complex sales cycle from discovery phase to close
Coordinate and direct all sales activities, including sales consulting resources utilized during the sales cycle
Communicate deal information to management
Accurately forecast pipeline
Manage revenue recognition issues and deal closure
Track customer details, including use case, purchase time frames, next steps, and forecasting in Salesforce.com
Interact with Solution Consultants, Professional Services, Sales, Legal, Accounting, Operations, Data Specialists, Product Managers, Marketing, and Senior Management

Requirements

What you’ll need

Bachelor’s degree
Proven ability to consistently exceed sales and revenue targets
Excellent understanding and execution of Solution Selling methodology
Working knowledge of the securities industry and terminology
Experience working with wealth management technology is a plus
Excellent presentation skills
Excellent written and oral communication skills
Excellent organizational skills
Leadership ability to motivate and coordinate resources
Proficiency in Microsoft Office and Salesforce

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity