Sales Director Insurance Investment Accounting

SS&C is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut, with 27,000+ employees across 35 countries. We provide expertise, scale, and technology to 20,000 financial services and healthcare organizations, from global enterprises to small and mid-market firms.

About The Role

SS&C sells innovative technology and value-add services to insurance companies that need timely, accurate accounting and reporting for public and private investments held in their General Account and through Separately Managed Accounts. Our solutions centralize, automate, and streamline investment activities across middle- and back-office operations, helping clients meet Statutory accounting requirements and regulatory reporting obligations to the National Association of Insurance Commissioners (NAIC).

Key functions supported by SS&C’s Software-as-a-Service (SaaS) and Outsourcing Services include:

• Trade capture and post-trade compliance
• Management of valuations, corporate actions, and security master
• Reconciliation and exception resolution
• Multi-basis, multi-currency investment accounting (e.g., GAAP, STAT, Tax, IFRS)
• Unstructured data collection and document management for alternative investments
• Performance measurement and attribution
• Risk analytics
• Insurance regulatory reporting

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and healthcare operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

Responsibilities

• Drive new logo sales within the US insurance market, including SaaS offerings and outsourced investment accounting, operations, reporting, and analytics services.
• Lead the entire sales process from prospecting through closing, including conducting discovery to qualify opportunities, preparing subject matter experts and team members, developing presentations, providing timely follow-up, creating pricing proposals, and negotiating contracts.
• Build and maintain a strong sales pipeline of short-, medium-, and long-term opportunities through active outreach and nurturing relationships with decision-makers.
• Conduct high-volume outreach, including calling, emailing, and running marketing campaigns to generate new leads and opportunities using Salesforce, Salesloft, and other tools.
• Prepare for prospect meetings with high organization and attention to detail, delivering high-quality presentations and product demonstrations.
• Take a consultative approach to understanding a prospect’s challenges, priorities, and strategic objectives, delivering tailored solutions.
• Develop a thoughtful strategy and execution plan for every prospect engagement, leading to a well-run sales process and high close rate.
• Run complex, consultant-led Request for Proposal (RFP) processes, ensuring responses are consistent, of the highest professional quality, and submitted on time.
• Maintain relationships with industry consultants and other influencers to create advocates for SS&C in the market and drive referrals.
• Create and distribute continuous thought leadership to address industry trends and challenges, promote SS&C’s expertise, and build our reputation.
• Plan and attend industry conferences with proactive outreach to schedule meetings with target prospects and maximize return on investment.
• Collaborate and communicate effectively with internal team members and executives to strategize, prepare, and execute on new client opportunities.
• Organize PowerPoint slides and talking points for internal presenters, including executives and subject matter experts.
• Build rapport with executive decision-makers at prospects and develop relationships at multiple levels of the organization.
• Work diligently as an individual contributor and collaboratively with the broader sales team to accurately forecast and consistently achieve revenue targets.
• Develop and maintain a deep understanding of SS&C products and services and communicate our unique value proposition to prospective clients.

Requirements

• 10+ years of sales experience, preferably managing complex strategic sales processes.
• Understanding of insurance company investment portfolios, including private and alternative products, investment operations and technology, regulatory capital requirements, asset allocation strategies, tax, and risk management.
• Bachelor’s Degree.
• Excellent written, oral, and presentation skills.
• Self-starter with the ability to work both independently and collaboratively and to drive new revenue in a complex, performance-oriented environment.
• Organizational intelligence and ability to navigate a large, global organization.
• Flexibility to travel.

Benefits

• Medical, dental, and vision coverage
• 401(k) plan with company match
• Paid time off, holidays, and parental leave
• Professional development reimbursement opportunity