Sales Solutions Consultant — SEC Reporting & Compliance ( Remote, NY)
Core
Pre-sales Sales Engineer providing technical expertise and product demonstrations for SEC reporting and regulatory compliance software.
Role type
Senior IC Sales Engineer (FinTech/Compliance)
Builds
Pre-sales support for Broadridge Corporate Issuer sales team and SEC/EDGAR product suite
Domain
Financial Services / Regulatory Compliance / FinTech
Deliverable
product features
Required skills
SEC EDGAR filing process knowledge, pre-sales technical expertise, software demonstration, contract negotiation, pipeline management, CRM proficiency (Salesforce), presentation skills
Preferred skills
5+ years experience, technical proficiency with digital products, ability to adapt to product updates
Technologies
Salesforce, PowerPoint, Excel
Responsibilities
Conduct software demos, guide clients through product offerings, establish pre-demo data gathering best practices, develop trusted partner relationships, participate in contract negotiations, represent company at conferences, develop and manage sales pipeline, gather technical requirements to inform product roadmap
Seniority
Senior, hands-on IC
