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

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 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.

Responsibilities

• Expertly guide clients through our product offerings via technology demonstrations, clearly articulating the value proposition and addressing client questions in real time
• 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
• Represent Broadridge at conferences and regional events
• Achieve sales activity goals
• Develop and manage sales pipeline
• Work closely with our CRM system (Salesforce)
• Work with clients to understand needs and challenges
• Expertly document, channel, and tailor communications with clients to yield optimal results
• Build custom client presentations
• 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
• Coordinate conference attendance, sponsorships, and webinars
• Gather technical requirements from clients and prospects to help inform the product roadmap

Qualifications

• Knowledge of the SEC EDGAR filing process
• Prior sales or sales support experience, with a track record of making or exceeding sales plan