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Tech Stack
Tools & technologiesCloudERP
About the role
Key responsibilities & impact- The Sales Director - Accounts is responsible for both winning new business and growing the commercial footprint within existing customer accounts.
- Bridging the gap between new business development and strategic account management, this role drives revenue across the full customer lifecycle.
- The role spans a defined market of nationwide small to mid-size equipment finance lenders, community banks, and enterprise financial services organisations.
- Work alongside Customer Success, Marketing, and wider delivery teams to maximise commercial impact.
- Serve as the primary commercial contact for assigned accounts, ensuring consistent engagement with customers' strategic initiatives.
- Identify and execute upsell and cross-sell opportunities within the existing account base to drive expansion revenue.
- Build and maintain strong, long-lasting client relationships, understanding customer needs and aligning solutions to their individual business goals.
- Stay abreast of industry trends, market activities, and competitor strategies within Fintech, Receivables Finance, and Asset Finance.
Requirements
What you’ll need- Proven track record in a combined new business and account management role, ideally within a SaaS, Fintech, or enterprise software environment.
- Domain expertise in commercial sales and account management, preferably within cloud-based financial solutions.
- Industry knowledge of enterprise software solutions such as ERP, CRM, or EPM; experience in Receivables Finance, Asset Finance, or Equipment Finance is a strong advantage.
- Experience managing large accounts, identifying upsell and cross-sell opportunities, and negotiating complex commercial agreements.
- Self-starter mentality with experience operating in start-up or scale-up environments.
- Bachelor's degree in Business, Marketing, or equivalent professional experience.
- Relevant certifications in account management, customer success, or cloud technologies are a plus.
Benefits
Comp & perks- - Private medical care and cash plan
- - Flexible working hours
- - Continuous training
- - Learning and development
- - Wellness and mindfulness perks
- - Colleague volunteering
- - Life assurance
- - Work alongside a team developing and delivering innovative technology that creates huge value for a variety of local and international clients
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
account managementnew business developmentcommercial salesnegotiating complex agreementsupsell opportunitiescross-sell opportunitiescloud-based financial solutionsenterprise software solutionsSaaSFintech
Soft Skills
client relationship buildingcustomer engagementstrategic thinkingself-starter mentalitycommunicationcollaborationproblem-solvingadaptabilityorganizational skillscustomer needs alignment
Certifications
account management certificationcustomer success certificationcloud technologies certification
