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
Why You Will Love It Here!
- Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
- Your Future: Professional Development Reimbursement
- Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
- Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Wide Ranging Perspectives: Committed to celebrating the variety of backgrounds, talents, and experiences of our employees
- Training: Hands-On, Team-Customized, including SS&C University
- Extra Perks: Discounts on fitness clubs, travel, and more!
What You Will Get To Do:
- Act as an execution arm to support daily operational needs across Revenue Operations.
- Ensure accurate and timely completion of recurring data entry, updates, and process support tasks within Salesforce and related systems.
- Maintain CRM hygiene by executing established processes for data entry, validation, and cleansing.
- Monitor and triage incoming sales support requests, escalating issues as needed.
- Provide QA support for Salesforce updates, territory assignments, and account structure maintenance.
- Support RevOps Managers and Analysts by handling operational workload (bulk uploads, report refreshes, case management, etc.).
- Distribute weekly sales activity reports.
- Validate data for Salesforce updates and system enhancements.
- Assist with territory updates, commission adjustments, and pipeline accuracy checks.
- Maintain documentation of completed tasks for audit and tracking purposes.
- Support special projects and ad-hoc requests from the broader Revenue Operations team.
What You Will Bring:
- 2–4 years of experience in Revenue Operations, Sales Operations, or a related operational support role.
- Strong working knowledge of Salesforce and Excel
- Proven ability to manage recurring tasks with accuracy and attention to detail.
- Experience handling data uploads, cleansing, and validation processes.
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
- Excellent communication and collaboration skills to support cross-functional teams.
- Degree in Finance, Business, Analytics, or a related field (or equivalent work experience).
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 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.
Top Skills
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.
