CareerPlan

Sales Solutions Consultant — SEC Reporting & Compliance ( Remote, USA)

New York-Home Office, USRemoteFull-time$120k–$130k2026-10-25 → 2026-11-11
Hybrid · United States

Core

Pre-sales Sales Engineer providing technical expertise and product demonstrations for Broadridge's SEC/EDGAR compliance and reporting software suite.

Role type

Senior Sales Engineer (Pre-Sales)

Builds

SEC/EDGAR compliance and reporting software solutions for corporate issuers

Domain

FinTech / Regulatory Compliance / SEC Reporting

Deliverable

product features

Required skills

SEC EDGAR filing process knowledge, pre-sales technical expertise, software demonstration, contract negotiation, pipeline management, Salesforce proficiency, presentation skills

Preferred skills

5+ years of sales or sales support experience, track record of exceeding sales plans, technical proficiency with digital products

Technologies

Salesforce, PowerPoint, Excel

Responsibilities

Conduct software demos and articulate value propositions, establish pre-demo data gathering best practices, collaborate with sales teams, develop trusted partner relationships with key customers, participate in contract negotiations, represent the company at conferences, develop and manage sales pipeline, gather technical requirements to inform product roadmap

Seniority

Senior, hands-on IC