Sales Engineer (Remote)

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 technology, offering innovative solutions for SEC reporting, regulatory compliance, and EDGAR filing. Our products are designed to streamline and enhance disclosure processes. We are committed to delivering robust, 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 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

Fluently guide clients through product offerings via demonstrations, clearly articulating value proposition, and fielding client questions about capabilities in real time

Establish the best practice for pre-demo data gathering and post-demo follow up

Collaborate with other Broadridge sales teams and leaders

Develop trusted partner relationships with key customers to retain and grow revenues 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 for various client presentations

Plan product- and industry-specific training sessions for sales, and prepare internal training presentations to increase sales effectiveness

Liaise with business partners to develop and enhance products based on client input and industry awareness

Work with marketing to create collateral sales material

Coordinate conference attendance, sponsorships, and webinars

Gather technical requirements from clients and prospects to help the service team develop appropriate quotes and plans related to any development work

Qualifications

Advanced knowledge of the financial industry

Prior sales or sales support experience, with a track record of making or exceeding sales plan

Previous Tech demo experience required

5-10 years of experience preferred

Excellent communication, including highly adept listening skills

Strong and polished presentation skills, a professional approach, and effective representation of Broadridge business

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

Extensive knowledge in SEC form types

Extensive knowledge on XBRL tagging and taxonomy

Compensation & Benefits:

Salary: $90,000-$120,000 depending on experience

Bonus: SQB $20,000+ target

Paid Time off: FlexPTO

Benefits: Medical, dental, life, and vision insurance. 401k w/ match, parental leave, and more. Medical insurance starts immediately upon hire. For more information please visit

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Broadridge associates helped us envision our Connected Workplace – a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.
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. US applicants: Click to view the “EEO is the Law” poster.
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 .

Broadridge Financial Solutions