Sales Solutions Consultant — SEC Reporting & Compliance ( Remote, NY)

Posted 13 Hours Ago
Be an Early Applicant
Hiring Remotely in Homer, NY, USA
In-Office or Remote
120K-130K Annually
Senior level
Fintech • Financial Services
The Role
Supports pre-sales for SEC and EDGAR compliance software through technical demonstrations, client presentations, requirements gathering, and tailored communications. Collaborates with sales, marketing, and product teams; manages pipeline activity in Salesforce; supports contract negotiations, training, conferences, webinars, and sales collateral. Builds customer relationships, identifies needs, and helps inform the product roadmap. The remote role serves national clients and requires limited conference travel, including occasional nights and weekends.
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 FinTech, offering innovative solutions for SEC reporting, regulatory compliance, and EDGAR filing. Our offerings are designed to streamline and enhance disclosure processes. We are committed to delivering elevated, 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 in NYC to join our team and support our SEC/EDGAR product suite in. The Sales Engineer will play a critical role in providing technical expertise during the pre-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

  • Expertly guide clients through our product offerings via technology demonstrations, clearly articulating the value proposition and addressing client questions in real time
  • Establish the best practice for pre-demo data gathering and post-demo follow up
  • Collaborate with Broadridge sales teams peers and leaders
  • Develop trusted partner relationships with key customers to retain and grow revenes 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
  • Plan product- and industry-specific training sessions for sales, and prepare internal training presentations to increase sales effectiveness
  • Work with marketing to create collateral sales material
  • Coordinate conference attendance, sponsorships, and webinars
  • Gather technical requirements from clients and prospects to help inform the product roadmap 

Qualifications 

  • Knowledge of the SEC EDGAR filing process
  • Prior sales or sales support experience, with a track record of making or exceeding sales plan
  • Previous Tech demo experience required
  • At least 5 years of experience preferred
  • Excellent communication, including highly adept listening skills
  • Strong and polished presentation skills
  • 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 $120,000 - $130,000 USD.

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 + significant commission potential

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


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].

Skills Required

  • Knowledge of the SEC EDGAR filing process
  • Prior sales or sales support experience with a record of meeting or exceeding sales plans
  • Previous technology demonstration experience
  • At least 5 years of relevant experience
  • Excellent communication and highly developed listening skills
  • Strong presentation skills
  • Strong time management and ability to prioritize multiple projects
  • Ability to initiate, develop, and maintain professional relationships
  • Ability to work in a dynamic, high-pressure environment
  • Strong technical proficiency with digital products and ability to adapt to and explain product updates
  • Salesforce, PowerPoint, and Excel skills

Broadridge Compensation & Benefits Highlights

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

  • Healthcare Strength — Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
  • Retirement Support — Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
  • Parental & Family Support — Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.

Broadridge Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Lake Success, 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.

Gallery

Gallery

Similar Jobs

Tulip Logo Tulip

Enterprise Account Executive

Enterprise Web • Hardware • Internet of Things • Software
Easy Apply
Remote or Hybrid
US
310 Employees
100K-300K Annually

Circle Logo Circle

Chief Operating and Trust Officer, Circle National Trust

Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3
In-Office or Remote
11 Locations
1050 Employees
253K-306K Annually

Liberty Mutual Insurance Logo Liberty Mutual Insurance

Inside Sales Representative

Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Remote or Hybrid
15 Locations
40000 Employees
45K-85K Annually

UL Solutions Logo UL Solutions

Senior Sales Executive

Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
Remote or Hybrid
3 Locations
15000 Employees
95K-126K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Artificial Intelligence • Fintech • Software
New York, New York
9 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account