Warm Hires
← All jobs
SS&C Technologies logo

Account Executive

SS&C Technologies · Fintech & payments
Remote (US), must live in NC
Account Executive

Opens the job on SS&C Technologies's own careers site. Some companies ask you to create an account or click through another page first.

At a glance

What you'd actually do: Prospect daily by phone, email and LinkedIn to create new pipeline for Intralinks virtual data room software, selling to corporate, legal, finance and banking professionals.

Pay
Not listed
No pay figures in the posting
Where you work
Remote (US), must live in NC
Selling to
financial institutions and wealth firms
How you'd sell
Mostly outbound (cold calls, emails)
Experience asked
4+ years
Degree
Preferred, not required
Tools you'll use
Salesforce, Salesloft, ZoomInfo, LinkedIn

Your game plan for this job

0 of 5 done

Most people just hit Apply. Do these first and you show up with someone on the inside.

  1. 1
    Pick 2–3 people at SS&C Technologies
    We found 13 current reps: 3 SDRs, 10 AEs. SDRs reply the most; they were in your shoes recently. See them ↓
  2. 2
    Send a short, curious note
    Ask about their experience, not for a referral. We write it for you, with the role and what SS&C Technologies sells.
  3. 3
    Have a 15-minute chat
    Good questions for this role:
    • What was your path from SDR to where you are now?
    • How did you land the job? What stood out in your interviews?
    • The role is mostly outbound. How much is calling vs. email vs. LinkedIn?
    • The posting mentions Salesforce, Salesloft, ZoomInfo, LinkedIn. How much of your day is in those tools?
  4. 4
    Apply, ideally with a referral
    If the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
  5. 5
    Prep for the role play
    SDR interviews almost always end in a mock cold call. Practice with the SS&C Technologies cheat sheet and the role-play guide.

Talk to someone at SS&C Technologies before you apply

A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.

  • CM
    Clara McKinley
    Principal Strategic Account Executive
    📍 Boston, Massachusetts
    AE
    ● Lives in a team hub: Boston area (3 reps)

    Strategic Account Executive at SS&C Health

    Confirmed at SS&C Technologies Oct 18
  • LB
    Lary Burke
    Account Executive
    📍 Kansas City, Missouri
    AE
    ● Lives near the Kansas City, MO office

    Enterprise Sales Leader

    Confirmed at SS&C Technologies Oct 18
  • MH
    Matthew Hughes
    Account Executive-Alternative Investments
    📍 Boston, Massachusetts
    AE
    ● Lives in a team hub: Boston area (3 reps)

    Alternative Investments @ SS&C Intralinks

    Confirmed at SS&C Technologies Oct 18
  • NH
    Norman Herbert
    Strategic Account Manager
    📍 Boston, Massachusetts
    AE
    ● Lives in a team hub: Boston area (3 reps)
    Confirmed at SS&C Technologies Oct 18
  • AK
    Ariella Kochergin
    Sales Development Representative
    📍 New York, New York
    SDR / BDR
    ● Lives in a team hub: New York City area (3 reps)
    Confirmed at SS&C Technologies Oct 18
  • BM
    Brendan McLaughlin
    Associate Sales Development Representative
    📍 New York City Metropolitan Area
    SDR / BDR
    ● Lives in a team hub: New York City area (3 reps)
    Confirmed at SS&C Technologies Oct 18

"Lives near" uses the location on their public profile, not where they work from. From public search results. Is this you? Ask to be removed

Full job description

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Account Executive

Locations:

Charlotte, NC | Remote

Candidate Must be in Charlotte, NC Metro Area

About the Role

SS&C Intralinks is looking for a motivated

Account Executive

to join our dynamic team in Charlotte. This role is essential to identifying and qualifying new business opportunities, helping drive sales growth in an exciting and fast-paced environment. You’ll have the chance to work with an experienced sales team and promote Intralinks across diverse industries.

About SS&C Intralinks

SS&C Intralinks is a leading provider of innovative technology solutions for the global banking, capital markets, and deal-making sectors. As pioneers of the virtual data room, we empower secure information flow, enabling strategic initiatives like mergers and acquisitions, capital raising, and investor reporting. Trusted by over 99% of the Fortune 1000, we are committed to excellence and continued innovation. We have since innovated the industry once again by rolling out the first of it's kind Deal Centre - an ai-leading platform for the deal life cycle and more!

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care 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.

How You Will Make an Impact:

Prospect Daily

: Leverage tools like LinkedIn, Salesloft, ZoomInfo, and cold calling to generate new business.

Achieve KPIs

: Meet and exceed monthly targets for opportunity creation and sales activity.

Maintain CRM

: Document outreach activities in Salesforce, ensuring a well-managed pipeline and accurate reporting.

Promote Intralinks

: Act as a brand ambassador, showcasing Intralinks' value proposition to corporate, legal, finance and banking professionals.

Understand Client Needs

: Gain a deep understanding of key personas, pain points, and business challenges to tailor your outreach.

Learn Intralinks’ Offerings

: Develop a thorough knowledge of our products and services to effectively communicate their value to prospects.

Required Experience

Education

: Bachelor’s degree or equivalent experience.

Sales Experience

: Minimum 4 years of success in a prospecting, lead generation sales, full-cycle sales role.

Prospecting Skills

: Strong ability to generate and qualify new business opportunities.

Team-Oriented

: Thrive in a fast-paced, collaborative environment with a passion for achieving team goals.

Drive & Motivation

: A self-starter with a strong work ethic and the ability to stay organized and follow up effectively.

Tech-Savvy

: Proficiency with Microsoft Office, LinkedIn, Zoominfo, Salesforce, and Salesloft.

Additional Assets

: Advanced Excel skills are a plus, but not required.

Join SS&C, where innovation meets global opportunities.

#CA-JP

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

View the original posting ↗

Similar jobs

Oracle NetSuite logo
Must live near Burlington, New York, Austin, Nashville or Chicago hubs; remote only for candidates with strong direct industry experience
AE$66k–$106k baseLarge companyTraining program138 insiders to talk to
Still open · posted today · reposted
Shift4 logo

Account Executive

Shift4 · Fintech & payments
Hybrid: Center Valley, PA; must live near Center Valley, PA (listed as an office location)
AEMid-size23 insiders to talk to
Still open · posted yesterday