Senior Business Development Executive

Hit and exceed ambitious growth targets of mid-sized adviser license sales (mid-sized defined as 20 - 100 advisers)

Originate and deliver sales strategy for new logo and upsell in the highly active growing consolidator space

Own the end-to-end sales process from pipeline creation, development and close

Carry own individual adviser licence sales target

Follow a structured and repeatable sales processes

Deliver solid forecasting in the short, medium and long term

Work with C-level directors in the business to deliver company strategy

Use personal contacts and networks to drive leads

Monitor and report on all areas of the pipeline

Be a face of Dynamic Planner, presenting publicly and contributing to PR

Key Responsibilities:

To contribute to the adviser sales strategy in the business

To manage the mid-sized sales strategy seamlessly aligning to the company wide strategic initiatives and other departmental strategic plans

To drive new and upsell adviser sales in the mid space

Using a consultative sales approach to understand prospect and client technical requirements and shape the solution with support from pre-sales technical consultants

Deliver expert software demonstrations, with the ability to use product and PowerPoint seamlessly, whilst reading the language in the room and pivoting the pitch in a live environment

Be an exceptional negotiator and skilled closer, with the ability to articulate the value proposition throughout the journey

Work alongside client success and implementation to deliver projects to live

Be physically and digitally present regularly delivering value at industry events and networking endlessly

Manage and report on individual pipeline and have full visibility on future forecasting

Help drive pricing strategy alongside finance and product

Drive commercial agreements alongside legal

Evolve and optimize sales process, messaging, frameworks, USPs etc.

Devise and continually monitor and improve sales process including positioning and presentation

Co create with marketing, sales collateral including video and the written word

Work alongside marketing to drive more awareness and promotion of Dynamic Planner

Systematically feedback to marketing on messaging

Systematically feedback to the wider organization the competitive landscape in the field

To contribute to 'Voice of the Customer' and feedback via client success on product feedback

KPIs and Measures

New Business and Upsell License Sales

Set Up Fees

Price per user per month achieved

Growth and movement in the pipeline

Deal velocity

Conversion rate

Key Deliverables:

Exceed sales targets

Pipeline movement

Conversion rates

Large sales strategy

Key Stakeholders

Held a BDM role within the financial technology sector. Ideally a hybrid (phone / video) and face to face

Track record of making SaaS sales to large financial advice firms, ideally in the back office / CRM space

Deep experience and understanding of the independent financial adviser space particularly at consolidator level

Excellent pipeline management and forecasting skills

Proven ability to meet and exceed sales targets

A naturally positive influencer

Proven value based, consultative selling approach

Excellent presentation skills

Impeccable written and oral communication skills

Thoroughly analytical by nature

Brilliant with numbers

Education & Qualifications

IFA professional qualifications preferred

Degree level education preferred in related field