Associate Sales Development Representative

Reposted 12 Days Ago
New York, NY, USA
In-Office
75K-80K Annually
Entry level
Fintech • Software
The Role
The Associate Sales Development Representative will generate new business opportunities by managing inbound and outbound sales leads, qualifying prospects, and understanding their business needs. Responsibilities include data entry into CRM, shadowing sales calls, and enhancing product knowledge through training.
Summary Generated by Built In

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Sales Development Representative - Private Markets & Hedge Funds

Location: New York, NY 

About the Role

You will have the opportunity to work in a collaborative team environment alongside seasoned sales professionals. Sales Development Representatives will play a key role in generating new business opportunities for SS&C.  You will be responsible for servicing inbound and outbound sales and other related inquiries with a focus on engaging and qualifying all prospective customers. This role is one of the first touch points for prospects and should set the tone for the sales cycle. 

In this position, you’ll manage the lead lifecycle from initial inquiry to qualification. The ideal candidate is highly driven, results-oriented, enthusiastic to learn about the financial industry, coachable, and ambitious. 

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

How You Will Make an Impact 

  • Qualify and pass inbound leads by responding to phone calls and web-form submissions in a timely manner 
  • Make daily outbound calls to identify new prospects and generate high-quality opportunities for SS&C’s larger sales organization 
  • Understand and record the technological challenges and business needs of our clients and prospects through active listening and effective questioning 
  • Provide qualified opportunities to field/client sales organizations to further account development 
  • Research pertinent prospect information using multiple sources and input data into CRM, making updates as new interactions occur and more information is gathered 
  • Understand the products and services offered by SS&C’s larger portfolio of services and platforms; and regularly enhance said knowledge through self-study and scheduled internal trainings 
  • Comply with established Sales Development processes and procedures and quickly adopt new ones as required 
  • Maintain strong working relationships across multiple teams, across different departments, and across different regions; both internal and external 
  • Shadow calls and product demos with Sales team to better understand SS&C’s full sales lifecycle   

Required Experience

  • A strong curiosity and passion to learn more about the financial services industry 
  • Self-motivated, team player that has a positive can-do attitude 
  • Ability to receive and implement coaching and feedback to apply best practices 
  • Enthusiasm and interest in pursuing a career in sales 
  • Ability to form relationships with colleagues, prospects and customers through strong interpersonal skills 
  • Detailed-oriented and has excellent written and verbal communication skills as well strong organizational skills with the ability to handle multiple ongoing projects 
  • Skilled and active listener who can understand and empathize with customer and prospect needs and respond accordingly 

Join SS&C, where innovation meets global opportunities. Click here to apply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.



SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

New York: The expected base salary for the position is between $75,000 USD to $80,000 USD.

In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion. 


Applications will be accepted on an ongoing basis until the position is filled.



SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

Skills Required

  • Strong curiosity and passion for the financial services industry
  • Strong interpersonal skills to form relationships with colleagues and clients
  • Excellent written and verbal communication skills
  • Ability to handle multiple ongoing projects and stay organized
  • Self-motivated and a positive attitude
  • Ability to receive and implement coaching

SS&C Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.

  • Leave & Time Off Breadth Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
  • Retirement Support Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
  • Equity Value & Accessibility Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.

SS&C Technologies Insights

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The Company
HQ: Windsor, CT
22,000 Employees
Year Founded: 1986

What We Do

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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