Business Development Manager
Account Executive - New Business SalesFully Remote (UK)Company description Our client offers a secure, cloud-based reporting and financial planning system designed for advisers and their clients. The platform consolidates data from multiple sources into a single, normalized database, delivering powerful, intuitive reporting, planning and analytics tools. They serve financial planners, wealth advisers, family offices, private client accountants, lawyers, and fund managers, particularly those managing complex portfolios. Job description Prospect, identify, and reach out to target companies to build a self-sourced pipeline of qualified leads.Manage full sales cycles from outreach through to contract signature, including discovery calls, product demos, proposal production, negotiation, and closing.Work with marketing to refine messaging, go-to-market strategies, and lead generation channels.Build and maintain strong executive relationships within client organizations.Maintain accurate sales forecasts, pipeline metrics, and sales activity in CRM. Requirements The ideal candidate will have: At least 3-5 years of experience in B2B SaaS sales, ideally within fintech, wealth-tech, or financial services, with a proven track record of self-generating pipeline and closing deals.An entrepreneurial mindset, comfortable operating independently and building processes in a startup environment.A good understanding of the wealth management, financial advice, or family office ecosystem.An ..... full job details .....
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