Remote Sales Engineer — SEC Reporting & Compliance

Broadridge Financial Solutions, Inc.; New York (NY); Remote; USD 120,000 - 130,000; Full time

Job summary

Broadridge Financial Solutions, Inc. is seeking a Sales Solutions Consultant for SEC Reporting & Compliance.

This remote role supports the NY home office with national travel, collaborating with the Issuer sales team to demonstrate our SEC/EDGAR product suite and drive revenue through pre-sales activities. The ideal candidate brings 5+ years of experience, strong communication and presentation skills, and proficiency with Salesforce, PowerPoint, and Excel.

Qualifications

• Knowledge of the SEC EDGAR filing process.
• Prior sales or sales support experience.
• Previous tech demo experience.
• 5+ years of experience preferred.
• Excellent communication and listening skills.
• Strong and polished presentation skills.
• Strong time management and multi-project prioritization.
• Ability to initiate, develop, and maintain professional relationships.
• Ability to work in a dynamic, high-pressure environment.
• Proficiency with Salesforce, PowerPoint, and Excel.

Responsibilities

• Guide clients through product offerings via demonstrations, clearly articulating value.
• Establish best practices for pre-demo data gathering and post-demo follow-up.
• Collaborate with Broadridge sales teams and leaders.
• Develop trusted relationships with key customers to retain and grow revenue.
• Participate in contract negotiations.
• Represent Broadridge at conferences and events.
• Achieve sales activity goals and manage the sales pipeline.
• Work with Salesforce CRM and support client needs.
• Document and tailor communications to clients for optimal results.
• Build custom client presentations and plan training sessions.

Skills

SEC EDGAR knowledge

Sales experience

Tech demo experience

Communication skills

Presentation skills

Time management

Relationship building

Adaptability

Salesforce

PowerPoint

Excel

Tools

Salesforce

PowerPoint

Excel

Job description

Broadridge Financial Solutions, Inc. is seeking a Sales Solutions Consultant for SEC Reporting & Compliance.

This remote role supports the NY home office with national travel, collaborating with the Issuer sales team to demonstrate our SEC/EDGAR product suite and drive revenue through pre-sales activities. The ideal candidate brings 5+ years of experience, strong communication and presentation skills, and proficiency with Salesforce, PowerPoint, and Excel.