Specialist, Sales Support and Bid Management PA25SALSSQ1002

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Basildon, Essex, England, GBR
In-Office
Mid level
Fintech • Software
The Role
Coordinate and manage RFP/RFI responses and related sales engagement activities. Maintain response database and sales collateral, support HubSpot usage, liaise with internal teams and external consultants, prepare presentation materials, facilitate client workshops, and support lead generation and reporting to help win and retain business.
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

Job Title:  Specialist, Sales Support and Bid Management PA25SALSSQ1002

Locations: Basildon, UK | Hybrid

Get To Know Us:

SS&C GIDS provides information processing and computer software services and products.  The Company’s operating segments include financial markets, customer management, professional services, and output solutions.  SS&C GIDS serves the alternative investments, asset and wealth management, banking and lending, insurance, and real estate industries.

Why You Will Love It Here!

  • Flexibility: Hybrid Work Model

  • Your Future: Professional Development Reimbursement including access to SS&C University

  • Work/Life Balance: Competitive holiday scheme

  • Your Wellbeing: Competitive benefits designed to support the wellbeing of our staff

  • Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity

  • Training: Hands-On, Team-Customised throughout your career

What You Will Get To Do:

Business Development is part of the Sales organisation and supports business development and marketing activities related to the growth targets.

The team plays an integral role in managing/coordinating RFPs/RFIs and the process supporting the engagement including internal briefings; coordinating the response; client meetings; workshops etc., all to support winning new business. This can include working with other businesses within SS&C. The team also supports this process for existing clients, alongside the Client Relationship team in support of retaining business.

To support the wider sales process, the team is also responsible for:

  • Coordinating and supporting the use of the sales management software, Hubspot, across the team

  • Developing our best practise in the provision of responses.  Improving quality, bringing efficiencies across the process

  • Owning and maintaining the use of the response database

  • Managing the process to build/engage consultant relationships

  • Working with Marketing to support lead generation and sales initiatives 

  • Ensuring we have up-to-date data and collateral available for the team to access and use

  • Facilitation and tracking of management reporting

You will be part of a team that’s building the company. This position will primarily focus on the RFP/RFI engagement process, working in partnership with the Sales team and the relevant external parties, alongside the internal response teams including, Change, IT, Operations, Compliance, Client Relationship and Senior Executives.

  • Support the process for prospect clients and industry consultants

  • Create and maintain excellent working relationships with the prospect client/consultant

  • Work with all areas of the business as necessary to support the definition of the required system solution and business model

  • Co-ordinate the response to RFI/RFP documents and any other similar requests ensuring deadlines and format requirements are met

  • Delivery of a high-quality, accurate response within the set deadlines

  • Ensure Loopio is regularly reviewed and contains up-to-date responses

  • Own/build relationships across the business and with external parties

  • Support the Sales team throughout the engagement

  • Facilitate client visits/workshops as required throughout the sales process

  • Prepare accurate and informative presentation materials

What You Will Bring:

  • A self-motivated, quality-driven individual

  • Excellent organisational skills

  • Good planning skills, with experience of meeting deadlines

  • Commercial and client focussed with good influencing skills

  • Good oral, written and presentation skills

  • An understanding of the sales process

  • Experience within the UK financial services market, with a preferred detailed product understanding of the middle office/fund accounting, wealth management and/or Life and Pensions sector

  • Good product understanding of industry and regulatory developments

  • Flexible and able to set own priorities

  • Analytical but flexible with pragmatic problem-solving approach and capability to ‘think out of the box’

  • Experience of working in a sales, consultancy or business process outsourcing environment

  • Good awareness of FCA and European regulatory environments and trends

We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.



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.







 


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

  • Self-motivated, quality-driven individual
  • Excellent organisational skills
  • Good planning skills with experience of meeting deadlines
  • Commercial and client focused with good influencing skills
  • Good oral, written and presentation skills
  • Understanding of the sales process
  • Experience within the UK financial services market
  • Detailed product understanding of middle office/fund accounting, wealth management and/or Life and Pensions sector
  • Good product understanding of industry and regulatory developments
  • Flexible and able to set own priorities
  • Analytical with pragmatic problem-solving and ability to think creatively
  • Experience working in sales, consultancy or business process outsourcing environment
  • Good awareness of FCA and European regulatory environments and trends

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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