Sales Engineer (Remote)

Posted 15 Days Ago
Be an Early Applicant
Hiring Remotely in New York, NY
In-Office or Remote
110K-125K Annually
Mid level
Fintech • Financial Services
The Role
The Sales Engineer will support the sales team, conduct software demos, establish relationships with clients, participate in negotiations, and manage the sales pipeline for Broadridge's SEC/EDGAR product suite.
Summary Generated by Built In

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

Broadridge Disclosure Solutions is growing! We are on the cutting edge of technology, offering innovative solutions for SEC reporting, regulatory compliance, and EDGAR filing. Our products are designed to streamline and enhance disclosure processes. We are committed to delivering robust, user-friendly, and efficient software that helps organizations manage complex compliance and reporting requirements with confidence. This technology is one part of our world-class, single-source governance and communication platform.

Broadridge is seeking a dynamic and results-oriented Sales Engineer to join our team and support our SEC/EDGAR product suite. The Sales Engineer will play a critical role in providing technical expertise during the sales process, supporting the Broadridge Corporate Issuer sales team, conducting software demos, and ensuring prospective clients understand the value and functionality of our enhanced compliance and reporting solutions.

This role is considered remote, which means you’ll be assigned to a home office. However, this role is national with coast-to-coast clients and requires limited travel for conferences that may include nights and weekends.

Responsibilities

  • Fluently guide clients through product offerings via demonstrations, clearly articulating value proposition, and fielding client questions about capabilities in real time
  • Establish the best practice for pre-demo data gathering and post-demo follow up
  • Collaborate with other Broadridge sales teams and leaders
  • Develop trusted partner relationships with key customers to retain and grow revenues over time
  • Participate in contract negotiations
  • Represent Broadridge at conferences and regional events
  • Achieve sales activity goals
  • Develop and manage sales pipeline
  • Work closely with our CRM system (Salesforce)
  • Work with clients to understand needs and challenges
  • Expertly document, channel, and tailor communications with clients to yield optimal results  
  • Build custom client presentations for various client presentations
  • Plan product- and industry-specific training sessions for sales, and prepare internal training presentations to increase sales effectiveness
  • Liaise with business partners to develop and enhance products based on client input and industry awareness
  • Work with marketing to create collateral sales material
  • Coordinate conference attendance, sponsorships, and webinars
  • Gather technical requirements from clients and prospects to help the service team develop appropriate quotes and plans related to any development work

Qualifications 

  • Knowledge of SEC form types
  • Knowledge of XBRL tagging and taxonomy
  •  Prior sales or sales support experience, with a track record of making or exceeding sales plan
  • Previous Tech demo experience required
  • 5-10 years of experience preferred
  • Excellent communication, including highly adept listening skills
  • Strong and polished presentation skills, a professional approach, and effective representation of Broadridge business
  • Strong time management skills, with the ability to prioritize multiple projects at a time
  • Ability to initiate, develop, and maintain professional relationships
  • Ability to work in a dynamic, high-pressure environment
  • Strong technical proficiency with digital products and demonstrated ability to quickly adapt to and articulate product updates
  • Salesforce, PowerPoint, and Excel skills

Compensation Range: The salary range for this position is between $110,000 - $125,000.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is March 1st 2025.

#LI-CS2

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].

Top Skills

Excel
PowerPoint
Salesforce
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The Company
HQ: New Hyde Park, NY
14,000 Employees
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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