Remote Sales Solutions Consultant – FinTech & SEC/EDGAR

Broadridge; United States; Remote; USD 120,000 - 130,000; Full time

Job summary

Broadridge seeks a dynamic Sales Engineer to support our SEC/EDGAR product suite from a remote national footprint, with NYC as a key hub. You will lead technical pre-sales demonstrations, articulate value, and guide prospects through complex compliance solutions.

You will collaborate with the sales team, tailor presentations, gather requirements, and participate in contract negotiations while building trusted relationships and driving revenue growth.

Qualifications

• Knowledge of the SEC EDGAR filing process.
• Prior sales or sales support experience, with a track record of making 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 technicalproficiency with digital products and demonstrated ability to quickly adapt to and articulate product updates.
• Salesforce, PowerPoint, and Excel skills.

Responsibilities

• Guide clients through Broadridge product offerings via technology demonstrations, articulating value and addressing questions in real time.
• Establish best practices 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 revenues.
• Participate in contract negotiations.
• Represent Broadridge at conferences and events.
• Achieve sales activity goals.
• Develop and manage sales pipeline.
• Work closely with our CRM system (Salesforce).
• Understand client needs and challenges.
• Document, channel, and tailor communications to yield optimal results.
• Build custom client presentations.
• Plan product- and industry-specific training sessions for sales and prepare internal training presentations.
• Work with marketing to create collateral sales material.
• Coordinate conference attendance, sponsorships, and webinars.
• Gather technical requirements to inform product roadmap.

Skills

SEC EDGAR

Sales experience

Tech demo

5+ years exp

Communication

Presentation

Time management

Relationship building

High-pressure

Technical proficiency

Salesforce

PowerPoint

Excel

Tools

Salesforce

PowerPoint

Excel

Job description

Broadridge seeks a dynamic Sales Engineer to support our SEC/EDGAR product suite from a remote national footprint, with NYC as a key hub. You will lead technical pre-sales demonstrations, articulate value, and guide prospects through complex compliance solutions.

You will collaborate with the sales team, tailor presentations, gather requirements, and participate in contract negotiations while building trusted relationships and driving revenue growth.