Remote FinTech Sales Engineer – SEC/EDGAR Solutions

Broadridge; Oregon; Hybrid; USD 120,000 - 130,000; Full time

Job summary

Broadridge is seeking a dynamic Sales Engineer to join our SEC/EDGAR product team and support national coast-to-coast clients in a remote home-office role. You will deliver technical demos, translate client needs into compliant, scalable solutions, and help prospects understand the value of our enhanced disclosure tools.

You’ll collaborate with sales, marketing, and product to tailor presentations, gather data, participate in negotiations, and influence the product roadmap while building lasting

Qualifications

• Knowledge of the SEC EDGAR filing process.
• 5+ years of related sales or sales support experience.
• Previous tech demo experience required.
• Excellent communication and listening skills.
• Strong and polished presentation abilities.
• Strong time management; able to prioritize multiple projects.
• Ability to build and maintain professional relationships.
• Ability to work in a dynamic, high-pressure environment.
• Strong technical proficiency with digital products and ability to convey updates.
• Salesforce, PowerPoint, and Excel skills.

Responsibilities

• Guide clients through product demos, articulate value, and address questions.
• Establish best practices for pre-demo data gathering and post-demo follow-up.
• Collaborate with sales teams and leaders.
• Develop trusted relationships to retain and grow revenue.
• Participate in contract negotiations.
• Represent Broadridge at conferences and events.
• Achieve sales activity goals and manage pipeline.
• Work with CRM (Salesforce).
• Understand client needs and challenges.
• Document and tailor communications to yield results.
• Build custom client presentations.
• Plan product/industry training sessions and internal pitches.
• Create collateral with marketing; coordinate conferences and webinars.
• Gather technical requirements to inform product roadmap.

Skills

SEC EDGAR knowledge

Sales experience

Tech demos

Communication

Presentation skills

Time management

Relationship building

Dynamic environment adaptability

Technical/product literacy

Salesforce/PowerPoint/Excel

Tools

Salesforce

PowerPoint

Excel

Job description

Broadridge is seeking a dynamic Sales Engineer to join our SEC/EDGAR product team and support national coast-to-coast clients in a remote home-office role. You will deliver technical demos, translate client needs into compliant, scalable solutions, and help prospects understand the value of our enhanced disclosure tools.

You’ll collaborate with sales, marketing, and product to tailor presentations, gather data, participate in negotiations, and influence the product roadmap while building lasting