🪄 Skills: Business DevelopmentSalesforceBusiness developmentCommunication SkillsCollaborationProblem Solving
Requirements:
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.
Responsibilities:
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.