Pre-Sales Business Solutions Specialist (JR1005406)

  • Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Broadridge Financial Solutions
  • 19 Apr 19

Pre-Sales Business Solutions Specialist (JR1005406)

Broadridge, a global fintech leader with over $4 billion in revenue, provides communications, technology, data, and analytics. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency, and generating revenue growth. Broadridge employs over 10,000 full-time associates globally with a significant presence in North America, Europe, and Asia. Please visit our website at to learn more.

Job Description
Position Description:

This position is for an aspiring quota-carrying Pre-Sales Business Solutions Professional to join an exciting learning and contributing track, partnering with senior level Business Solutions team members to achieve the overall Broadridge Asset Management Solutions Sales objectives. The solution set areas of focus include Order Management, Portfolio Management, Investment Book of Record, Performance Reporting, Data Warehouse, Visual Analytics, and Enterprise Reference Data Management.

This role includes two critical components; a strong learning track with exposure and participation in key areas of Asset Management stakeholder groups and an apprenticeship with a tenured Product Sales Professional. Because you'll be relied upon by other Segment Sales Teams to act as the Subject Matter and Demo Expert within a key product set, you will need to become versed in our client base, support structure, product functionality and its differentiation. The goal is to have you participating in client/prospect facing meetings, presentations, and demonstrations for Broadridge Asset Management Solutions both internally and externally throughout North America. You will work closely with many teams including, but not limited to Business Solutions, Sales, and Account Management within Broadridge to properly position the products to drive sales and expand the current use of the products.

Who you are:

  • You have excellent communication skills; you know when to be concise vs. detailed and you are audience focused.
  • You're a storyteller, using data points, examples and other resources to paint a picture with your audience. You know what it means to create a buyer vision.
  • You work well in collaborative groups and are anxious to listen, reflect and share ideas.
  • You have a natural curiosity, are vigilant and disciplined about learning whether self-paced or guided through other channels. You ask thoughtful questions and check for understanding.
  • You have a working knowledge of the financial services market, as well as exposure to, or experience with, working in a high-performing sales culture, and knowledge of b-to-b sales best practices - ideal candidate will have spent time in a sales operations or enablement function.

  • Will act as a Pre-Sales team apprentice, training with a tenured Product Sales Professional during the learning phase of approximately 12-18 months
  • Maintain a knowledge-base of current and planned development of all relative Broadridge products and services that can be sold to the assigned accounts
  • Work with potential and existing customers supporting the pre-sales / solutions team throughout the sales process, with a focus on front-to-back investment management solutions opportunities
  • Document meeting minutes, creating detailed action items and seeing them through to completion
  • Maintain dashboards that track overall sales activity throughout the lifecycle of each sale
  • Build and maintain a comprehensive understanding of buy-side applications through supporting the team's product demonstrations, technical explanations, and documentation
  • Establish domain expertise and credibility with buy-side customers and partners
  • Assist the Sales Team in the completion of Requests for Proposals (RFP), and Requests for Information (RFI)
  • Prepare Business Analysis Discovery documentation and presentation material to prospects to highlight value propositions of the software
  • Prepare and present documentation to product management teams for missing functional GAPS
  • Communicate customer/prospect activities with the assigned Sales Representative via and other sales activity tools
  • Work as part of the senior business solutions team to deliver Proofs of Concept (POC) tailored to meet customer's functional and technical requirements

Required Skills:
  • Candidates should possess excellent oral and written communication, presentation, and interpersonal skills
  • Capacity to work in a dynamic, fast-paced and deadline driven environment
  • Strong appetite to build knowledge of Order Management, Portfolio Management, Investment Book of Record, Performance Attribution, Data Warehouse, Visual Analytics, and reference data management workflows
  • 2-4 years' experience in Financial Technology or on the buy-side
  • Ability to travel within the U.S. up to 10% of the time

  • BS/BA required (business concentration preferred)
  • Minimum of 3-5 years' experience in financial services, b-to-b sales, technology and/or solutions sales
  • Excellent oral, written, and presentation skills a must
  • Track record of delivering against an assigned quota a plus
  • Previous training and experience with sales process and methodology in sales ops/enablement
  • Strong technical foundation; ability to use CRM, Excel, PPT and related applications to manage data, report results, and present to both internal and external executive management
  • Strong time management skills with an ability to prioritize work, multi-task across various activities and meet deadlines
  • Willingness to travel to clients and prospects