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Business Development Manager
FintelBusiness Development Manager driving new business and account growth for Defaqto's fintech solutions. Selling consultatively to UK financial advice firms and expanding existing client relationships.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development within the SaaS and financial services sectors, with a strong focus on achieving revenue targets and managing client relationships. Proficient in consultative sales techniques and pipeline management using CRM systems.
Highest-signal resume keywords
Business Development ExperienceAccount Growth StrategyCRM Systems ProficiencyConsultative Sales SkillsRevenue Target Achievement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementNew Business AcquisitionAccount ManagementUpselling and Cross-SellingMarket Trend Analysis
Soft Skills
Excellent CommunicationRelationship BuildingProactive MindsetAdaptabilityResilience
Tools & Technologies
CRM SystemsSales Engagement PlatformsCall Intelligence Platforms
Industry Keywords
SaaSFintechFinancial ServicesWealth ManagementAdviser Workflows
About the role
Key responsibilities & impact- Generate new business opportunities through outbound prospecting, networking, referrals, and market engagement
- Build and manage relationships with financial advisers, practice principals, business owners, and other key stakeholders
- Conduct discovery meetings and tailored product demonstrations explaining business value and ROI
- Develop and execute account growth plans across an existing portfolio of adviser firms
- Identify upsell and cross-sell opportunities
- Manage opportunities through the full sales cycle, from prospecting to negotiation and close
- Collaborate with marketing, product, customer success, and sales operations teams to maximise client outcomes
- Maintain accurate pipeline management, forecasting, and CRM records
- Monitor market trends, regulatory developments, and challenges facing adviser businesses
- Achieve and exceed individual sales targets and revenue objectives
- Report to the Sales Director
Requirements
What you’ll need- A couple of years' solid business development experience, ideally in SaaS, fintech, or financial services
- Proven experience as a Business Development Manager, Account Manager, Sales Executive, or similar client-facing commercial role
- Strong track record of achieving revenue targets through new business acquisition and account growth
- Experience managing multiple opportunities and sales cycles simultaneously
- Excellent communication, presentation, negotiation, and relationship-building skills
- Ability to conduct consultative, value-based sales conversations with senior decision-makers
- Highly self-motivated and proactive, and comfortable working in a target-driven environment
- Strong commercial awareness and a results-focused mindset
- Experience using CRM systems to manage sales activity and pipeline progression
- Knowledge of the UK financial advice, wealth management, mortgage, or broader financial services sector preferred
- Experience selling SaaS, data, technology, research, compliance, or subscription-based solutions preferred
- Understanding of adviser firms, adviser workflows, and challenges faced by financial advisers preferred
- Experience cross-selling multiple products and services within an existing client base preferred
- Familiarity with sales engagement, outreach, or call intelligence platforms preferred
- Legal right to work in the UK without time restrictions or future sponsorship
- Proactive, commercially minded, curious, adaptable, resilient, collaborative, and accountable approach to work
Benefits
Comp & perks- Hybrid working: 2 days each week in the office and the remainder from home
- Applicants must already hold a legal right to work in the UK without time restrictions and without future sponsorship
- No Skilled Worker visa sponsorship available