Account Executive, Partnership Sales

SS&C Technologies is a provider of AI-powered technology and services for financial services and healthcare organizations. The Account Executive, Partnership Sales will develop third-party partnerships for existing Black Diamond clients, coordinate sales and marketing activities, collaborate with Product teams on integration opportunities, and support overlay sales processes to achieve ACV goals.

Responsibilities:

• Facilitate the business development of third-party partnerships to existing Black Diamond clients
• Coordinate with key stakeholders at third-party partnerships to drive sales success, including pipeline reporting, deal workshopping, marketing efforts, proactive outreach, and more
• Collaborate with Product teams as the voice of the client to influence future integration opportunities with Black Diamond
• Coordinate with existing field sales representatives and relationship managers to facilitate an overlay sales process to achieve ACV goals

Requirements:

• 3 plus years in financial services sales and customer success roles
• Strong knowledge of how financial advisors support their clients' retirement accounts, annuity, and insurance needs
• Familiarity with the technology landscape for financial advisors, and the leading technology providers in the spaces of retirement accounts, annuities, and insurance
• Consistent and successful track record of meeting and exceeding ACV goals
• Strong network within the RIA and b/d markets for technology solutions
• Ability to work within a team structure across multiple lines of business