Associate Sales Engineer

SS&C; Jacksonville (FL); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan with company match

Paid time off, holidays, and parental?

Professional development reimbursement

Job summary

SS&C, a leading financial services and healthcare technology company, seeks an Associate Sales Engineer (pre-sales) to support the sales team in Jacksonville, FL. You will present technical demonstrations and tailor solutions to client needs.

Join a global team and gain exposure to large-scale enterprise environments while contributing to technical validation, PoCs, and sales collateral. This hybrid role requires strong presentation and communications skills, willingness to travel occasionally,

Qualifications

• Bachelor's degree in Computer Science, Finance, Business, or a related technical field.
• 1-3 years of experience in a technical support, pre-sales, or financial services role.
• Strong understanding of financial services technology, including investment management, portfolio accounting, or wealth management platforms.
• Excellent presentation, communication, and interpersonal skills with the ability to articulate complex technical concepts to both technical and non-technical audiences.
• Demonstrated ability to learn new technologies quickly and effectively.
• Problem-solving aptitude and a proactive approach to addressing client needs.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to travel occasionally for client meetings and industry events.

Responsibilities

• Collaborate with the sales team to understand client requirements and develop tailored technical solutions.
• Conduct compelling product demonstrations and presentations, highlighting features and benefits relevant to client needs.
• Provide technical support during the sales cycle, including answering product-related questions, addressing technical concerns, and resolving pre-sales technical issues.
• Prepare and deliver proof-of-concept engagements and pilot programs for prospective clients.
• Assist in the creation of technical proposals, RFPs, and other sales collateral.
• Stay up-to-date with Advent's product suite, industry trends, and competitive landscape.
• Gather and relay client feedback to product management and development teams for continuous improvement.
• Participate in industry events, conferences, and webinars as a technical representative.

Skills

Presentation skills

Communication

Interpersonal skills

Ability to learn quickly

Travel willingness

Education

Bachelor's degree in Computer Science, Finance, Business, or related field

Tools

Microsoft Office Suite

Job description

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.

About the Role

The Associate Sales Engineer at Advent Software, Inc. will support the sales team by providing technical expertise and product demonstrations to prospective and existing clients. This role involves understanding client needs, showcasing Advent's solutions, and contributing to the sales process through technical validation and support.

Locations: Jacksonville, FL | Hybrid

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

• Collaborate with the sales team to understand client requirements and develop tailored technical solutions.
• Conduct compelling product demonstrations and presentations, highlighting features and benefits relevant to client needs.
• Provide technical support during the sales cycle, including answering product-related questions, addressing technical concerns, and resolving pre-sales technical issues.
• Prepare and deliver proof-of-concept engagements and pilot programs for prospective clients.
• Assist in the creation of technical proposals, RFPs, and other sales collateral.
• Stay up-to-date with Advent's product suite, industry trends, and competitive landscape.
• Gather and relay client feedback to product management and development teams for continuous improvement.
• Participate in industry events, conferences, and webinars as a technical representative.

Required Experience

• Bachelor's degree in Computer Science, Finance, Business, or a related technical field.
• 1-3 years of experience in a technical support, pre-sales, or financial services role.
• Strong understanding of financial services technology, including investment management, portfolio accounting, or wealth management platforms.
• Excellent presentation, communication, and interpersonal skills with the ability to articulate complex technical concepts to both technical and non-technical audiences.
• Demonstrated ability to learn new technologies quickly and effectively.
• Problem-solving aptitude and a proactive approach to addressing client needs.
• Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint).
• Ability to travel occasionally for client meetings and industry events.

Join SS&C, where innovation meets global opportunities.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future.

Benefits

• 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.

Applications will be accepted on an ongoing basis until the position is filled.

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.

#LI-JP1 #LI-Intralinks

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.