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 Support and Bid Management –  Manager

Company Overview

SS&C provides software and software-enabled services for the global financial services industry.

SS&C has $19bn market capitalisation and more than 24,000 employees worldwide.  Our head office is located in Windsor, Connecticut with offices throughout North America, Europe, Asia Pacific and Australia.

SS&C is the largest global investor service provider, servicing more than 55 million investors. Continually investing in global technology and services across the spectrum of distribution channels including: Asset Managers, Financial Advisors, Wealth Managers and large financial institutions such as Banks and Insurers. Investor servicing is offered in many different countries, including the U.S., Canada, U.K., Ireland, Luxembourg, Australia, Hong Kong and Singapore. SS&C also services mutual fund structures in many other fund domiciles. 

Global Investor and Distribution Solutions (GIDS) is the business unit offering this role. GIDS delivers global omni-channel investor servicing, including contact centre, using digital services.

Department Overview

Business Development is part of the Sales organisation and supports business development and marketing activities related to the growth targets.

The team plays an integral role in managing/coordinating RFPs/RFIs and the process supporting the engagement including internal briefings; coordinating the response; client meetings; workshops etc., all to support winning new business. This can include working with other businesses within SS&C. The team also supports this process for existing clients, alongside the Client Relationship team in support of retaining business.

To support the wider sales process, the team is also responsible for:

Coordinating and supporting the use of the sales management software, Hubspot, across the teamDeveloping our best practise in the provision of responses.  Improving quality, bringing efficiencies across the processOwning and maintaining the use of the response databaseManaging the process to build/engage consultant relationshipsWorking with Marketing to support lead generation and sales initiatives Ensuring we have up-to-date data and collateral available for the team to access and useFacilitation and tracking of management reporting

Responsibilities

You will be part of a team that’s building the company. This position will primarily focus on the RFP/RFI engagement process, working in partnership with the Sales team and the relevant external parties, alongside the internal response teams including, Change, IT, Operations, Compliance, Client Relationship and Senior Executives.

Support the process for prospect clients and industry consultantsCreate and maintain excellent working relationships with the prospect client/consultantWork with all areas of the business as necessary to support the definition of the required system solution and business modelCo-ordinate the response to RFI/RFP documents and any other similar requests ensuring deadlines and format requirements are metDelivery of a high-quality, accurate response within the set deadlinesEnsure Loopio is regularly reviewed and contains up-to-date responsesOwn/build relationships across the business and with external partiesSupport the Sales team throughout the engagementFacilitate client visits/workshops as required throughout the sales processPrepare accurate and informative presentation materials

Experience, Skills & Qualifications

A self-motivated, quality-driven individualExcellent organisational skillsGood planning skills, with experience of meeting deadlinesCommercial and client focussed with good influencing skillsGood oral, written and presentation skillsAn understanding of the sales processExperience within the UK financial services market, with a preferred detailed product understanding of the middle office/fund accounting, wealth management and/or Life and Pensions sectorGood product understanding of industry and regulatory developmentsFlexible and able to set own prioritiesAnalytical but flexible with pragmatic problem-solving approach and capability to ‘think out of the box’Experience of working in a sales, consultancy or business process outsourcing environmentGood awareness of FCA and European regulatory environments and trends

Data Privacy Notice

The provision of personal information through your job application will be processed in accordance with SS&C Data Privacy Notice for Candidates (https://www.ssctech.com/Portals/0/Documents/pdf-assets/SSC-EEA-Data-Protection-Policy.pdf), which the applicant hereby acknowledges having read and fully understood.  

SS&C is an Equal Opportunity Employer and as such 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.

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.