Business Development Specialist

Posted Yesterday
Be an Early Applicant
4 Locations
In-Office
75K-85K Annually
Junior
Fintech • Software
The Role
Support Core Sales by driving prospecting, executing outbound campaigns, coordinating territory planning and travel, maintaining CRM data, assisting with pricing/proposals, preparing sales materials, and identifying process improvements to increase pipeline and sales efficiency.
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

Business Development Specialist

Locations: Jacksonville, FL, Boston, New York City, Chicago

About the Role

You will Support the Core Sales organization by driving prospecting efforts, executing business development campaigns, coordinating territory planning, assisting with pricing and sales operations, and helping Account Executives maximize selling time. This role is focused on creating pipeline, improving sales efficiency, and supporting strategic initiatives across the team.

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 

  • Partner closely with the Core Sales team to support prospecting and outbound business development efforts
  • Assist with identifying and researching prospective firms across Emerging, Mid Market, and High Profile segments
  • Support outbound campaigns including email outreach, call campaigns, event follow up, and strategic account targeting
  • Coordinate meetings and travel schedules for sales representatives while they are in territory, including client meetings, partner meetings, and centers of influence
  • Help maintain and improve CRM data quality, pipeline tracking, and sales activity reporting within Salesforce
  • Assist sales leadership with pricing support, proposal preparation, and internal deal coordination
  • Collaborate with marketing and sales leadership on campaign execution, conference follow up, and pipeline generation initiatives
  • Support custodial and strategic partner relationship initiatives where needed
  • Help prepare sales materials, territory plans, prospect lists, and account research for client meetings and business reviews
  • Identify process improvement opportunities to help the sales organization scale more effectively
  • Assist with ad hoc strategic projects and operational initiatives across the sales organization

Required Experience

  • Bachelor’s degree preferred
  • 1–3 years of experience in sales, business development, financial services, fintech, or a related field preferred
  • Strong communication and organizational skills
  • Highly detail oriented with the ability to manage multiple priorities simultaneously
  • Comfortable working in a team oriented, fast paced environment
  • Strong work ethic with a proactive and self starter mentality
  • Experience with Salesforce or CRM systems preferred
  • Proficiency in Microsoft Office, including Excel and PowerPoint
  • Interest in fintech, wealth management, and enterprise technology solutions preferred

What We Look For

  • Strong teammate and positive attitude
  • Coachable and open to feedback
  • High level of professionalism and integrity
  • Ability to build relationships internally and externally
  • Strong attention to detail and follow through
  • Process oriented mindset with the ability to execute consistently
  • Desire to grow within a high performance sales organization

Success in This Role

Success in this role will be measured by the ability to support pipeline growth, improve sales team efficiency, execute outbound initiatives effectively, and help create meaningful opportunities for the Core Sales organization. This role is designed for someone looking to develop foundational experience within enterprise sales and business development while gaining exposure to strategic initiatives across the organization.

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 $85,000 USD. Other States expected base salary for the position is between $75,000 USD to $85,000 USD. Illinois: The expected base salary for the position is between $75,000 USD to $85,000 USD. Massachusetts: The expected base salary for the position is between $75,000 USD to $85,000 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

  • Bachelor's degree
  • 1-3 years experience in sales, business development, financial services, fintech, or related field
  • Strong communication skills
  • Strong organizational skills
  • Highly detail oriented with ability to manage multiple priorities
  • Comfortable working in a team oriented, fast paced environment
  • Proactive, self-starter mentality and strong work ethic
  • Experience with Salesforce or CRM systems
  • Proficiency in Microsoft Office, including Excel and PowerPoint
  • Interest in fintech, wealth management, and enterprise technology solutions

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: Birmingham, AL
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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