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, preparing subject matter experts, developing presentations, providing follow-up, creating pricing proposals, and negotiating contracts.
• Build and maintain a strong sales pipeline through active outreach and nurturing relationships with decision-makers.
• Conduct high-volume outreach via calls, emails, and marketing campaigns to generate new leads using Salesforce, Salesloft, and other tools.
• Prepare for prospect meetings with organization and attention to detail, delivering high-quality presentations and product demonstrations.
• Take a consultative approach to understand prospect challenges, priorities, and strategic objectives, delivering tailored solutions.
• Develop and execute a thoughtful strategy for every prospect engagement to ensure a well-run sales process and high close rate.
• Run complex, consultant-led Request for Proposal (RFP) processes, ensuring responses are consistent, professional, and submitted on time.
• Maintain relationships with industry consultants and influencers to create advocates for SS&C and drive referrals.
• Create and distribute thought leadership to address industry trends, promote SS&C’s expertise, and build our reputation.
• Plan and attend industry conferences, proactively scheduling meetings with target prospects to maximize ROI.
• Collaborate with internal teams 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 organizational levels.
• Work as an individual contributor and collaboratively with the broader sales team to accurately forecast and achieve revenue targets.
• Develop and maintain a deep understanding of SS&C products and services to communicate our unique value proposition.

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 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.