Sales Development Representative - SS&C Black Diamond Wealth Solutions

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

Sales Development Representative

Location:Remote California

Get To Know Us:

Join the company ranked#1on the list of Best Places to Work in Jacksonville, FL - where a lot of the Black Diamond Wealth Solutions Team sits.

The current SDR Team is a hybrid group of high-performing individuals from varying backgrounds. Who all take accountability for their own performance but lean on one another for advice, support, and help when needed.

Black Diamond Wealth Solutions is more than a wealth tech provider. We serve as strategic partners, shaping the future of Wealth Management operations through innovative technology and dedicated collaboration. Our suite of offerings includes a core product which retrieves and reconciles investment accounting data and provides a feature-rich, Internet-based application to analyze performance.

As a Sales Development Representative, you will play a key role in our day-to-day sales process and be a driver of new business opportunities. This role will be responsible for actioning inbound and outbound sales with a focus on speed, relevancy, and value to engage and qualify prospective customers. This role is one of the first touch points for prospects and has the ability and ownership to set the tone for a successful sales cycle.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You WillGetToDo:

• Own and manage your personal work queue with discipline, prioritizing the highest-value activities, balancing inbound responsiveness with consistent outbound volume.
• Execute targeted outbound outreach (calls, emails, LinkedIn) to drive net-new conversations and create qualified opportunities for the Sales Team.
• Respond to inbound leads with speed and clarity, ensuring prospects experience value within minutes-not days.
• Monitor and route the inbound phone line, delivering a professional, helpful first impression while quickly assessing fit and next steps.
• Qualify prospects thoroughly by understanding their needs, challenges, and buying readiness, setting up AEs for successful next steps.
• Maintain crisp and accurate notes in CRM, ensuring visibility for Marketing, Sales, and leadership.
• Act as the connective tissue between Marketing and Sales, ensuring campaigns convert into pipeline.
• Continuously sharpen your product and industry knowledge, applying new learnings in real time to improve conversations and qualification quality.
• Collaborate openly with teammates, sharing tactics, wins, and lessons learned to help elevate team performance as a whole.
• Operate with accountability and coachability, embracing feedback and consistently improving outbound strategy, messaging, and execution.

What You Will Bring:

• Comfortable speaking to Sr. Level decision makers
• Enthusiasm and interest in pursuing career in Sales
• Able to receive and implement coaching and feedback to apply best practices
• Ability to form relationships with colleagues, prospects and customers through strong interpersonal skills
• Detailed-oriented and has excellent written and verbal communication skills as well strong organizational skills with the ability to handle multiple ongoing projects
• Skilled and active listener who can understand and empathize with customer and prospect needs and respond accordingly
• Experience with Salesforce preferred but not required
• A strong curiosity and passion to learn more about the financial advisory industry

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website: www.ssctech.com/careers.

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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.

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.