Zodia Custody

Sales

• - **Sales targets & revenue growth:** Meet or exceed individual sales targets and work closely with team members to collectively reach or surpass team sales objectives. Actively engage in upselling and cross-selling to maximise revenue from existing and new clients.
• - **Team Leadership and culture development:** Lead and support Sales Associates by providing mentorship, clear guidance, and constructive feedback to enhance team performance. Foster a positive and collaborative environment that embodies ZC's culture, motivating the team to achieve their best.
• - **Relationship management:** Develop, strengthen, and maintain strategic relationships with your portfolio clients to encourage long-term engagement, brand loyalty, and client satisfaction. Work closely with relationship management to proactively identify and address client needs to deepen relationships and increase retention.
• - **Cross-departmental collaboration:** Partner effectively with internal teams, primarily the marketing, product, and operations teams, to ensure sales strategies align with organisational goals and product positioning. Drive a unified approach to improve both client experience and operational efficiency.
• - **Company-wide strategic initiatives:** Independently design, implement, and manage initiatives that support ZC’s overarching growth objectives, drive innovation, and contribute to the company’s long-term success.
• - **Sales reporting:** Maintain detailed records of sales activity, client interactions, and key metrics using the CRM system. Regularly share client insights to facilitate trend identification and to highlight any possible strategic adjustments required for continued growth.

Sales Manager

Manager

• Serve as the primary strategic adviser and trusted partner for enterprise clients, developing deep relationships with C-suite executives and key stakeholders across the client's organisation
• Develop comprehensive understanding of each client's business model, strategic objectives, regulatory requirements, and operational workflows to deliver consultative guidance
• Conduct quarterly business reviews and strategic planning sessions to align Zodia's capabilities with clients' evolving institutional needs
• Act as the client's advocate internally, ensuring their voice influences product development and service enhancement initiatives
• Own the end-to-end client lifecycle from onboarding through expansion, ensuring seamless integration of Zodia's solutions into client operations
• Identify and develop new revenue opportunities through deep understanding of client pain points and strategic initiatives
• Collaborate with Sales and Product teams to design tailored solutions that address specific institutional requirements
• Proactively monitor service delivery metrics and client health indicators to anticipate and prevent potential issues
• Coordinate cross-functional response to service disruptions, ensuring rapid resolution and transparent communication
• Escalate critical issues appropriately whilst maintaining ownership of resolution process and client communication

Sales Manager

Senior Relationships Manager – Solutions