Moneyhub

Moneyhub is a fintech company dedicated to improving financial wellness for individuals and businesses through innovative financial data aggregation tools, APIs, and a personal finance management app. Founded to address the challenges in managing financial data, Moneyhub embraces inclusivity and diversity while fostering a culture of innovation and collaboration.

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📍 United Kingdom

🧭 Full-Time

🔍 Data and payments company

  • Proven track record in sales within one of our target industries (insurance, banking, investments, or loans) and experience selling tech-based products or propositions.
  • Ability to sell concepts and experience with Open Banking or Open Finance applications.
  • Strong relationship-building skills, demonstrated by an existing network.
  • Ability to influence and collaborate across the organisation, from sales to technology.
  • Strong communication skills, with an eye for effective design and presentation.
  • The drive and determination to make things happen, with pragmatic problem-solving skills.
  • Strong tactical thinking and problem-solving abilities.
  • A collaborative and curious mindset, open to exploring new ways of doing things.
  • An approachable, team-player attitude, with ambitions for a growing career in sales.

  • Utilise existing contacts and Moneyhub relationships to open and convert sales opportunities.
  • Cultivate relationships with both new and existing clients, ensuring they align with our strategic, technical, and commercial guidelines.
  • Keep our Salesforce CRM accurate and up-to-date; prepare internal management reports and board papers on sales pipeline progression.
  • Lead and engage in campaign activities, events, and webinars as part of our go-to-market plans.
  • Act as an ambassador for Moneyhub within industry forums, conveying our mission, vision, values, and technical capabilities.
  • Collaborate with the MD of Personal Finance Tech and the Product Director to maximise new business opportunities.
  • Coordinate materials for new business pitches, working with Marketing and external resources as needed.
  • Work with Product Consultants to prepare product demonstrations, prototype solutions, and presentation materials to secure new business.
  • Maintain comprehensive CRM records, including leads, accounts, contacts, and opportunities.
  • Support logistics for internal and external meetings, bid reviews, and associated documentation.
  • Lead on RFP and bid responses, building and recommending commercial options, and negotiating deals.
  • Generate reports in Salesforce to monitor opportunity progression and follow-ups.
  • Ensure sales process checks are in place to manage business risks, including pricing, legal and regulatory compliance, and technical support needs.
  • Build out a library of presentation materials and RFI/RFP responses.

Business DevelopmentSalesforceBusiness developmentCommunication SkillsCollaborationProblem Solving

Posted 2024-10-15
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📍 United Kingdom

🔍 Data and Payments

  • Proven experience with ISO27001 implementation and maintenance.
  • Demonstrated ability to conduct and manage Data Protection Impact Assessments (DPIAs).
  • Hands-on experience leading audits in at least one organization.
  • High level of organizational skills and attention to detail.
  • Ability to engage internally and externally on information security matters.

  • Develop and embed the Information Security Management System (ISMS) into business operations.
  • Lead supplier management processes and conduct security and data privacy impact assessments.
  • Oversee ISO27001 compliance, ensuring controls and policies are effective.
  • Stay updated with security trends and lead internal and external audits.
  • Collaborate with teams across the organization, reporting to the Finance Director.

LeadershipAgileBusiness OperationsCollaboration

Posted 2024-10-15
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