Remote Sales Engineer for FinTech SEC/EDGAR Solutions

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

Benefits offered by this job

Remote work

Bonus eligibility

Commission potential

Job summary

Broadridge is seeking a dynamic Sales Engineer to support our SEC/EDGAR product suite from a home office. This national role requires limited travel for conferences and events across the coast-to-coast client base.

You will guide customers through technology demonstrations, gather data, and collaborate with the sales team to articulate product value, while managing a robust sales pipeline and coordinating training and collateral with Marketing.

Qualifications

• Knowledge of the SEC EDGAR filing process.
• Prior sales or sales support experience, with a track record of meeting 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

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 revenue 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

Skills

Sales experience

Demo experience

Excellent communication

Presentation skills

Time management

Relationship building

High-pressure environment

Technical proficiency

CRM usage (Salesforce)

Client needs understanding

Tools

Salesforce

PowerPoint

Excel

Job description

Broadridge is seeking a dynamic Sales Engineer to support our SEC/EDGAR product suite from a home office. This national role requires limited travel for conferences and events across the coast-to-coast client base.

You will guide customers through technology demonstrations, gather data, and collaborate with the sales team to articulate product value, while managing a robust sales pipeline and coordinating training and collateral with Marketing.