As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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

Get To Know Us:

SS&C GlobeOp, a division of SS&C Technologies, is the world’s largest fund administrator, entrusted with over $3 trillion in assets, from private equity and hedge funds to managed accounts and regulatory reporting. With a global team and in-house technology, we offer customized, region-specific support to meet regulatory and operational needs.

Department

The Sales Development Representative (SDR) team is a unit within the International Sales Division which is part of SS&C Worldwide Sales organization.

Job Role

The Sales Development Representative (SDR) plays a critical role in driving the growth of our business by identifying and engaging with high-potential prospects. This role is responsible for targeting ideal client profiles (ICPs) within assigned territories, initiating meaningful conversations, booking meetings, and qualifying leads for the sales team. The SDR acts as the first point of contact in the sales cycle and is instrumental in building a strong pipeline of opportunities.

Why You Will Love It Here!

• Proactively research and identify potential clients that align with our Ideal Client Profile (ICP) within assigned core verticals and territories.
• Proactively nurture existing "Golden Record" names they have been assigned to generate meetings and opportunities.
• Conduct outbound outreach via phone, email, LinkedIn, and other channels to generate interest and schedule discovery meetings.
• Qualify inbound and outbound leads based on defined criteria and hand off to Sales Team for further engagement.
• Maintain accurate and up-to-date records of all prospect interactions in the CRM system.
• Collaborate closely with marketing and sales teams to align messaging, campaigns, and lead nurturing strategies.
• Build strong industry relationships with prospects and expand your professional network within the alternative investment space.
• Assist to prepare prospect engagement documentation, including discovery calls, on-site and virtual presentations, product demonstrations, follow-up meetings.
• Work with Sales to prepare detailed write-ups on prospects that include a well-defined strategy, tactics and prospect backgrounds to ensure internal resources and subject matter experts are prepared and briefed for sales presentations.
• Stay informed on industry trends, market conditions, and competitor activity to effectively position our solutions.
• Meet or exceed weekly and monthly activity targets (e.g., calls, emails, meetings booked) and qualified lead quotas.
• Attend industry conference, local business networking events to build contacts and look for leads.
• Attend sales enablement workshops and complete all internal training courses.

Performance Metrics / KPIs

How success will be measured.

Activity Measures

• Calls Made: Total outbound calls per day/week.
• Emails Sent: Total outbound emails sent.
• LinkedIn Touches: Messages, connection requests, or comments.
• Sequences Started: Number of prospects added to outreach cadences.

Engagement Metrics

• Connect Rate: % of calls that result in a live conversation.
• Email Open Rate: % of emails opened.
• Email Reply Rate: % of emails that receive a response.
• Meeting Acceptance Rate: % of booked meetings that are accepted and attended.

Conversion Metrics

• Opportunities: Number of meetings that convert into sales-qualified opportunities (SQLs).
• Lead-to-Opportunity Conversion Rate: % of leads that become opportunities.
• Pipeline Value Influenced: Total value of opportunities sourced or influenced by the SDR.

Efficiency Metrics

• Meetings per 100 Calls/Emails: Shows how efficiently outreach converts.
• Time to First Meeting: Average time from lead assignment to first meeting booked.
• Ramp Time: Time it takes for a new SDR to reach full productivity.

What You Will Bring:

• Bachelors’ degree in finance, economics or related area is advantageous.
• 1–2 years of experience in a sales or business development role (B2B or financial services).
• Strong communication and interpersonal skills.
• Self-motivated, goal-oriented, and resilient under pressure.
• Comfortable using CRM tools (e.g., Salesforce, HubSpot) and sales engagement platforms.
• A team player with a growth mindset and a passion for learning.
• Ability to develop and maintain relationships and represent SS&C internally and externally.

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 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.