Senior Business Development Executive

About Role

This role is to lead new business sales to the Large and Consolidating adviser space within the financial advice market. Focused on strategic and consultative sales you will multi-thread your opportunities to ensure a wide range of stakeholders at each adviser firm are engaged and bought in to any sale.

You will focus on the timeliness of each of your sales and ensure that every opportunity flows effectively through the pipeline to the point of closure. You will also be focused on generating opportunities, whether that be through working alongside Marketing or through your own networking and lead generation.

• Hit and exceed growth targets of large adviser license sales (large defined as 20 – 100 advisers)
• Originate and deliver sales strategy for new logo in the highly active growing consolidator space
• Own the end-to-end sales process from pipeline creation, development and close
• Follow a structured and repeatable sales processes to hit your own sales quota
• 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

Responsibilities

• To contribute to the adviser sales strategy in the business
• To manage the Large sales strategy seamlessly aligning to the company wide strategic initiatives and other departmental strategic plans
• To drive new and upsell adviser sales in the Large space
• Using the MEDDIC 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
• Manage and report on individual pipeline and have full visibility on future forecasting
• Drive commercial agreements alongside legal
• 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 organisation the competitive landscape in the field
• To contribute to ‘Voice of the Customer’ and feedback via customer success on product feedback

Requirements

• 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
• 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

Education & Qualifications

• IFA professional qualifications preferred
• Degree level education preferred in related field