• Proactively identify and qualify new sales opportunities through various channels, including market research, networking, cold calling, and inbound lead follow-up. • Develop and maintain a robust sales pipeline, accurately forecasting sales activity and revenue. • Conduct thorough needs assessments with potential clients to understand their business challenges and demonstrate how SS&C's solutions can address them. • Prepare and deliver compelling sales presentations, product demonstrations, and proposals tailored to individual client requirements. • Negotiate and close complex sales agreements, ensuring mutually beneficial terms for both the client and SS&C. • Build and maintain strong relationships with key stakeholders and decision-makers within client organizations. • Collaborate closely with internal teams, including pre-sales, product, and client services, to ensure a seamless client experience. • Stay up-to-date on industry trends, competitive landscape, and SS&C product enhancements. • Achieve and exceed assigned sales quotas and performance metrics. • Maintain accurate and up-to-date records in the CRM system (e.g., Salesforce).

• Establish and maintain customer relationships • Drive sales growth through virtual sales, up sell, and cross sell strategically aligned products • Utilize detailed product and market knowledge to aid distribution partners and customers • Achieve monthly phone and activity goals while driving sales pipeline health • Exceed sales forecast through customer interactions • Collaborate with field sales representatives when appropriate

• Drive value delivery with current Gartner clients, ensuring clients maximize the value they receive from their Gartner services • Identify, cultivate, qualify and close client growth opportunities through cross-sell and upsell • Continually build a pipeline of high-quality opportunities to deliver against your sales metrics, ensuring KPI’s are met. • Quota responsibility for your assigned territory. • Manage complex high-revenue sales across matrix and diverse business environments. • Own forecasting and account planning on a monthly/quarterly/annual basis.

• Responsible for directing strategy for large, strategic accounts • Building and maintaining executive relationships with clients • Account management focusing on customer satisfaction and retention • Quota responsibility aligned to specific strategic accounts • Mastery and consistent execution of Gartner’s internal sales methodology • Proficient in large account planning and understanding of territory management • Manage forecast accuracy on a monthly/quarterly/annual basis