• Identify and establish relationships with investment bankers through prospecting and marketing leads for new accounts and expansion of contacts within existing accounts. • Leverage Solution Selling techniques to drive the sales process and close opportunities through expert negotiation, including managing the contract and approval process for new deals. • Develop sales strategy and account plans, leveraging data, to gain greater market share, prioritize and segment accounts, and identify key go to markets. • Proactively research M&A and customer industry trends with the intent of providing value-added customers insights in support of the customer’s deal-making process and business objectives. • Deliver unique SS&C Intralinks value propositions to customers through a variety of channels including field, phone meetings, and virtually. • Employ value-based conversations to arrive at a highly differentiated solution for unique audiences. • Build and maintain strong sales pipeline and forecast, through consistent outbound activities, delivering quality discovery calls and meetings, providing consistent training on new platform capabilities, exceptional customer service, and proactively delivering solutions that solve business pains. • Lead cross functional teams to deliver exceptional value and experiences to customers, including partnering with Customer Success, Customer Support, Marketing, Engineering, Legal, and Sales Operations. • Meet or exceed set Key Performance Indicators (KPIs), for example, number of calls, meetings, and other sales activities. • Identify the need for, and collect, information to better understand client issues and problems. • Collect account history from all relevant SS&C Intralinks organizations and published sources.