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

Broadridge; Colorado Springs (CO); Remote; USD 90,000 - 130,000; Full time

Benefits offered by this job

Bonus eligibility + significant comssn

Paid sick leave (Colorado)

Job summary

Broadridge is seeking a dynamic Sales Engineer to join our team and support our SEC/EDGAR product suite. The role is remote and nationwide, with limited travel for conferences or client visits. You will demonstrate the product, gather technical requirements, and articulate value to prospects.

Collaborate with sales, marketing, and product teams; manage Salesforce-based pipelines; and participate in contract negotiations to drive revenue. Strong communication and technical skills are essential.

Qualifications

• Experience in pre-sales or sales support required.
• Ability to gather technical requirements and inform product roadmap.
• Proven ability to meet sales targets.
• Strong communication and presentation skills.

Responsibilities

• Establish 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.
• Achieve sales activity goals and develop the sales pipeline.
• Work with our CRM system (Salesforce) and create collateral with marketing.
• Gather technical requirements to inform the product roadmap.

Skills

Sales experience

Time management

Technical proficiency

CRM (Salesforce) experience

PowerPoint

Excel

Tools

Salesforce

Job description

If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

We are on the cutting edge of FinTech, offering innovative solutions for SEC reporting, regulatory compliance, and EDGAR filing. 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 to join our team and support our SEC/EDGAR product suite. 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.

Key Responsibilities

• 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 revenes over time
• Participate in contract negotiations
• Achieve sales activity goals
• Develop and manage sales pipeline
• Work closely with our CRM system (Salesforce)
• Expertly document, channel, and tailor communications with clients to yield optimal results
• 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
• Gather technical requirements from clients and prospects to help inform the product roadmap
• Prior sales or sales support experience, with a track record of making or exceeding sales plan
• Strong time management skills, with the ability to prioritize multiple projects at a time
• Strong technical proficiency with digital products and demonstrated ability to quickly adapt to and articulate product updates
• Salesforce, PowerPoint, and Excel skills

Benefits

• Bonus Eligibility: Bonus Eligible + significant commission potential
• All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.

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.

As 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. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Disability Assistance

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 or by sending an email to BRcareers@broadridge.