Sales Development Representative

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

Job Title: Sales Development Representative

Locations: Jacksonville, FL

About the Role

As a Sales Development Representative (SDR) in the Wealth business, you're a critical link in our new business pipeline by converting marketing-qualified interest into sales-qualified opportunities and high-quality handoff to Sales. You’ll own initial prospect outreach, qualification, and early discovery to determine fit, urgency, and next steps.

The SDR will own initial outreach, maintain strong CRM discipline and use the standard sales tech stack to execute outreach and log activity, including:

• Salesforce (lead/contact/account/opportunity management; reporting & forecasting)

• LinkedIn Sales Navigator

• Sales engagement & cadence tool

• Email/calendar sync via Einstein Activity Capture

• Contact data sources

• Highspot

• Consensus

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 

Inbound MQL Qualification & First Outreach

• Own initial outreach for inbound marketing-qualified leads (MQLs) to determine whether engagement represents a legitimate sales opportunity.

• Capture key details about prospect needs, environment, and buying intent; document clean notes to support the Sales handoff.

• Help generate additional interest across relevant Wealth solutions during initial conversations (positioning adjacent capabilities when appropriate).

• Handle initial outreach on all MQLs prior to opportunity creation, except “hot leads” routed directly to Sales.

Targeted Re‑Nurture / Re‑Engagement Campaigns

• Partner with Sales to identify stale opportunities for focused outreach and re-engagement.

• Execute targeted campaigns tied to new/available solutions, using defined lead characteristics to build target lists.

Targeted Outbound Prospecting

• Experienced SDRs will be able to run outbound outreach to net-new or not-yet-MQL leads to create SDR-sourced opportunities.

• Build campaign motions across email/phone/LinkedIn using repeatable cadences and strong personalization.

Required Experience

• 1–3 years' experience in a customer-facing or sales environment (inside sales, SDR/BDR, client services, or similar)

• Strong written and verbal communication — comfortable speaking with professionals in financial services.

• Comfort with structured outreach and follow-up cadence; ability to handle rejection and stay persistent.

• Ability to manage activity and outcomes in Salesforce (or another CRM) with strong attention to detail.

What Sets You Apart (preferred qualifications)

• Exposure to wealth management / RIA / asset management

• Experience with Salesforce, LinkedIn Sales Navigator, sales engagement/cadence tools, Highspot, or contact databases

• Experience with Black Diamond Wealth Solutions products or competing solutions

To join SS&C, where innovation meets global opportunities. Click here to apply!

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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.

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.