Broadridge Financial Solutions Inc logo

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

Broadridge Financial Solutions Inc

  • Washington, WA
  • 1 day ago
  • Remote
  • $120,000–$130,000 Per Year

Highlights

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. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.

Numbers & Facts

LocationWashington, WA (
Remote
)
IndustryFinancial Services
Salary$120,000–$130,000 Per Year
Company Size10,000 employees or more
Year Founded1962
Websitehttp://www.broadridge.com/

Description

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
  • Previous Tech demo experience required
  • At least 5 years of experience preferred
  • Excellent communication, including highly adept listening skills
  • Strong and polished presentation skills
  • Strong time management skills, with the ability to prioritize multiple projects at a time
  • Ability to initiate, develop, and maintain professional relationships
  • Ability to work in a dynamic, high-pressure environment
  • Strong technical proficiency with digital products and demonstrated ability to quickly adapt to and articulate product updates
  • Salesforce, PowerPoint, and Excel skills

Compensation Range: The salary range for this position is between $120,000 - $130,000 USD.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible + significant commission potential

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is 1/15/27.

#LI-CS2

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company-and ultimately a community-that recognizes and celebrates everyone's unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.

About Company

Company Description: Broadridge Financial Solutions, Inc. (NYSE:BR) is a global Fintech company with a market cap of ~$8B. We are the leading provider of communications and technology-driven solutions for Wealth Management, Capital Markets and Asset Management firms and Corporate Issuers. Innovating and growing for over 50 years, FORTUNE® magazine has named Broadridge to its 2016 list of the World's Most Admired Companies in the financial data services category and for the 9th year we have been honored as one of the Best Companies to Work for in New York. Broadridge employs approximately 10,000 full-time associates globally. Headquartered in New York, Broadridge’s international market presence spans the Americas, Europe, Asia, Australia, and Africa. Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, or any other status protected by law. Click here to view the "EEO is the Law" poster" “Our Associate Matter, Everyone Benefits from Diversity & Inclusion, Diverse & Inclusive Teams Drive Growth”

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