Senior Business Development Executive

Job Description

This exciting and hugely visible business development role – to fully own and lead on new business sales into the growing and consolidating space within the financial advice and wealth management market. Focused on highly strategic and consultative sales, you will multi-thread your opportunities to ensure a wide range of stakeholders at each wealth firm are totally engaged and bought in to any sale.

Dynamic Planner sells value – time, compliance, and a transformative customer experience. You will focus on the timeliness of each of your sales and ensure that every opportunity flows effectively through the pipeline to the point of closure. You will also be focused on generating opportunities, whether that be through working alongside Marketing or through your own networking and lead generation.

• Be a face of Dynamic Planner, presenting publicly and contributing to PR.
• Hit and exceed growth targets of large adviser and wealth manager license sales (defined as 20 - 100 advisers).
• Originate and deliver your sales strategy for new logo in the highly active growing consolidator space.
• Own the end-to-end sales process from pipeline creation, development and close.
• Follow a structured and repeatable values lead sales processes to hit your own sales quota.
• Deliver solid forecasting in the short, medium and long term.
• Your pitch quality is exemplary – true SaaS sales with roadmap and vision.
• Use personal contacts and networks to drive leads.
• Monitor and report on all areas of the pipeline.

• Held a BDM role within the retail financial services / wealth management technology sector. Ideally a hybrid (phone / video) and face to face.
• Track record of making SaaS sales to large financial advice firms. API sales an advantage.
• Experience and understanding of the independent financial adviser space particularly at consolidator level. Knowledge of vertically integrated consolidators an advantage.
• Excellent pipeline management and forecasting skills.
• Proven ability to meet and exceed sales targets.
• A naturally positive influencer.
• Proven value based, consultative selling approach.
• Excellent presentation skills.
• Impeccable written and oral communication skill.

• Financial Adviser professional qualifications preferred.
• Degree level education preferred in related field.

• To contribute to the adviser sales strategy in Dynamic Planner and be a key contributor to delivering the product and its APIs to an even greater number of financial advisers and wealth managers in the UK.
• To manage the Large sales strategy seamlessly aligning to the company wide strategic initiatives and other departmental strategic plans.
• To hit sales quotas in the Large space.
• Using the MEDDIC sales approach to understand prospect and client technical requirements and shape the solution with support from pre-sales technical consultants.
• Deliver expert software demonstrations, with the ability to use product and PowerPoint seamlessly, whilst reading the language in the room and pivoting the pitch in a live environment.
• Be an exceptional negotiator and skilled closer, with the ability to articulate the value proposition throughout the journey.
• Work alongside client success and implementation to deliver projects to live.
• Be physically and digitally present regularly delivering value at industry events and networking.
• Manage and report on individual pipeline and have full visibility on future forecasting.
• Drive commercial agreements alongside legal.
• Devise and continually monitor and improve sales process including positioning and presentation.
• Co-create with marketing, sales collateral including video and the written word.
• Work alongside marketing to drive more awareness and promotion of Dynamic Planner.
• Systematically feedback to marketing on messaging.
• Systematically feedback to the wider organisation the competitive landscape in the field.
• To contribute to “Voice of the Customer” and feedback via client success on product feedback.