Sales Solutions Consultant — SEC Reporting & Compliance ( Remote, NY)

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

Benefits offered by this job

Bonus eligible

Significant commission potential

Benefits information

Job summary

Broadridge Financial Solutions in New York, NY, is seeking a dynamic Sales Engineer to support its SEC/EDGAR product suite. This remote national role involves conducting software demonstrations, supporting the sales team, and engaging with conference activities to expand client adoption.

You will guide clients through product offerings, tailor communications, and build compelling presentations. A minimum of 5 years in tech sales/demo is expected, with strong communication and advanced

Qualifications

• Experience in pre-sales or sales support with ability to demonstrate software effectively.
• Proven ability to communicate complex technical concepts to non-technical audiences.
• Strong presentation skills and track record of meeting or exceeding sales plans.

Responsibilities

• Guide clients through Broadridge product offerings with technical demos and real-time Q&A.
• Collaborate with sales teams to develop and tailor client communications and proposals.
• Build and deliver client presentations; coordinate product and industry trainings for the sales team.
• Drive and manage the sales pipeline; participate in contract negotiations and conferences.
• Capture client requirements to inform product roadmap and enhancements.

Skills

Pre-sales experience

Technical demos

Communication skills

Salesforce

PowerPoint

Excel

Relationship building

Negotiation

Presentation skills

Tools

PowerPoint

Excel

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.Broadridge Disclosure Solutions is growing! We are on the cutting edge of FinTech, offering innovative solutions for SEC reporting, regulatory compliance, and EDGAR filing. Our offerings are designed to streamline and enhance disclosure processes. We are committed to delivering elevated, user-friendly, and efficient software that helps organizations manage complex compliance and reporting requirements with confidence. This technology is one part of our world-class, single-source governance and communication platform.Broadridge is seeking a dynamic and results-oriented Sales Engineer in NYC to join our team and support our SEC/EDGAR product suite in. The Sales Engineer will play a critical role in providing technical expertise during the pre-sales process, supporting the Broadridge Corporate Issuer sales team, conducting software demos, and ensuring prospective clients understand the value and functionality of our enhanced compliance and reporting solutions.This role is considered remote, which means you’ll be assigned to a home office. However, this role is national with coast-to-coast clients and requires limited travel for conferences that may include nights and weekends.ResponsibilitiesExpertly guide clients through our product offerings via technology demonstrations, clearly articulating the value proposition and addressing client questions in real timeEstablish the best practice for pre-demo data gathering and post-demo follow upCollaborate with Broadridge sales teams peers and leadersDevelop trusted partner relationships with key customers to retain and grow revenes over timeParticipate in contract negotiationsRepresent Broadridge at conferences and regional eventsAchieve sales activity goalsDevelop and manage sales pipelineWork closely with our CRM system (Salesforce)Work with clients to understand needs and challengesExpertly document, channel, and tailor communications with clients to yield optimal resultsBuild custom client presentationsPlan product- and industry-specific training sessions for sales, and prepare internal training presentations to increase sales effectivenessWork with marketing to create collateral sales materialCoordinate conference attendance, sponsorships, and webinarsGather technical requirements from clients and prospects to help inform the product roadmapQualificationsKnowledge of the SEC EDGAR filing processPrior sales or sales support experience, with a track record of making or exceeding sales planPrevious Tech demo experience requiredAt least 5 years of experience preferredExcellent communication, including highly adept listening skillsStrong and polished presentation skillsStrong time management skills, with the ability to prioritize multiple projects at a timeAbility to initiate, develop, and maintain professional relationshipsAbility to work in a dynamic, high-pressure environmentStrong technical proficiency with digital products and demonstrated ability to quickly adapt to and articulate product updatesSalesforce, PowerPoint, and Excel skillsCompensation Range: The salary range for this position is between $120,000 - $130,000 USD.Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.Bonus Eligibility: Bonus Eligible + significant commission potentialBenefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.Use of AI in HiringAs part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.US applicants: Click here to view the EEOC \"Know Your Rights\" poster.Disability AssistanceWe recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail].