Remote Pre-Sales Engineer – FinTech & SEC/EDGAR

Broadridge; United States; A distancia; USD 120.000 - 130.000; Jornada completa

Descripción de la vacante

Broadridge is seeking a dynamic and results-oriented Sales Engineer to join our team and support our SEC/EDGAR product suite. This remote role serves a national client base with limited travel for conferences.

You will lead technology demonstrations, gather client requirements, and collaborate with the sales team to drive revenue. A strong background in pre-sales, demos, and digital products is required.

Formación

• Knowledge of the SEC EDGAR filing process.
• Prior sales or sales support experience with a track record of meeting/exceeding sales plan.
• Previous Tech demo experience required.
• 5+ years of experience preferred.
• Excellent communication and listening skills.
• Strong and polished presentation skills.
• Strong time management with multiple priorities.
• Ability to initiate and maintain professional relationships.
• Ability to work in a dynamic, high-pressure environment.
• Proficiency with digital products and ability to adapt to product updates.
• Experience with Salesforce, PowerPoint, and Excel.

Responsabilidades

• Guide clients through product demonstrations, articulating value and addressing questions.
• Establish best practices for pre-demo data gathering and post-demo follow-up.
• Collaborate with Broadridge sales peers and leaders.
• Develop trusted relationships with key customers to retain and grow revenue.
• Participate in contract negotiations.
• Represent Broadridge at conferences and regional events.
• Achieve sales activity goals.
• Develop and manage sales pipeline.
• Work with our CRM (Salesforce).
• Understand client needs and challenges.
• Document and tailor communications with clients for optimal results.
• Build custom client presentations.
• Plan product- and industry-specific training for sales and prepare internal training presentations.
• Create collateral with marketing.
• Coordinate conference attendance, sponsorships, and webinars.
• Gather technical requirements to inform the product roadmap.

Conocimientos

SEC EDGAR knowledge

Sales experience

Tech demo experience

Communication skills

Presentation skills

Time management

Relationship building

High-pressure environment

Technical proficiency with digital</n>

Salesforce

PowerPoint

Excel

Herramientas

Salesforce

PowerPoint

Excel

Descripción del empleo

Broadridge is seeking a dynamic and results-oriented Sales Engineer to join our team and support our SEC/EDGAR product suite. This remote role serves a national client base with limited travel for conferences.

You will lead technology demonstrations, gather client requirements, and collaborate with the sales team to drive revenue. A strong background in pre-sales, demos, and digital products is required.