Sales Executive – SaaS, Wealth Management, Financial Services, Fintech

Sales Executive – SaaS, Wealth Management, Financial Services, Fintech

Location: Fleet (hybrid)

The company

A successful and growing provider of software to the global financial services industry is looking for a Sales Executive to join the team based in Fleet, Hampshire. You will be expected to be in the office at least one day per week.

My client has launched a new SaaS product aimed at helping customers in the wealth management space to improve efficiency and modernise their workflows. This is a growing industry that has been slow to modernise and my client is capitalising on this with an easy-to-implement solution that has proven popular with customers already.

The role

• New business sales targeting customers in the UK and Europe
• Work with marketing and the lead generation team to identify and target prospective customers
• Build a qualified pipeline
• Manage the sales process through to deal signing with the support of pre-sales and the head of sales
• Close business in line with your annual quota including contractual and commercial negotiations
• Maintain an update to and accurate CRM and report progress to the head of sales

Requirements

• 5+ years of sales experience in either technology sales or financial services
• The ability to be in the Fleet, Hampshire office at least 1 day per week
• Willingness to do European travel to meet customers
• Proven record of winning new business
• Tenacious with a desire to learn and improve
• Excellent client-facing skills
• Excellent written and verbal communication skills

What’s in it for you?

• Gain valuable experience in the wealth management sector
• Support from a successful and experienced head of sales
• Uncapped earning potential with a double OTE