Sales Engineer, FinTech SEC/EDGAR Solutions

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

Benefits offered by this job

Bonus Eligible

Commission Potential

Job summary

Broadridge in New York is seeking a dynamic Sales Engineer to support the SEC/EDGAR product suite. You will lead technical demonstrations, quantify value for prospective clients, and collaborate with the Corporate Issuer sales team to drive revenue.

The role requires 5+ years in sales support, strong communication and presentation skills, and proficiency with Salesforce, PowerPoint, and Excel. Expect a performance-driven environment with bonus eligibility and commission potential.

Qualifications

• Knowledge of the SEC EDGAR filing process.
• 5+ years of experience in sales or sales support.
• Experience with technical demos in a sales context.
• Proven track record of meeting or exceeding sales plans.
• Excellent communication and presentation skills.
• Ability to manage multiple projects in a fast-paced environment.
• Strong client relationship abilities.
• Proficient in Salesforce, PowerPoint and Excel.

Responsibilities

• Demonstrate products through technical demos and articulate value.
• Guide pre-demo data gathering and post-demo follow-up.
• Collaborate with sales teams and leaders.
• Build trusted relationships to retain and grow revenue.
• Participate in contract negotiations and conferences.
• Develop sales pipelines and manage CRM activity.
• Prepare tailored client presentations and training materials.

Skills

SEC/EDGAR knowledge

Sales support

Tech demos

Communication

Presentation skills

Time management

Relationship building

Salesforce

PowerPoint

Excel

Tools

Salesforce

CRM tools

Job description

Broadridge in New York is seeking a dynamic Sales Engineer to support the SEC/EDGAR product suite. You will lead technical demonstrations, quantify value for prospective clients, and collaborate with the Corporate Issuer sales team to drive revenue.

The role requires 5+ years in sales support, strong communication and presentation skills, and proficiency with Salesforce, PowerPoint, and Excel. Expect a performance-driven environment with bonus eligibility and commission potential.