Senior Business Development Executive

Location: Hybrid / Reading

Role purpose

This role is to lead new business sales to the Large and Consolidating adviser space within the financial advice market. Focused on strategic and consultative sales you will multi-thread your opportunities to ensure a wide range of stakeholders at each adviser firm are engaged and bought in to any sale.

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.

Hit and exceed growth targets of large adviser license sales (large defined as 20 – 100 advisers)
Originate and deliver 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 sales processes to hit your own sales quota
Deliver solid forecasting in the short, medium and long term
Work with C-level directors in the business to deliver company strategy
Use personal contacts and networks to drive leads
Monitor and report on all areas of the pipeline
Be a face of Dynamic Planner, presenting publicly and contributing to PR

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Key responsibilities

To contribute to the adviser sales strategy in the business
To manage the Large sales strategy seamlessly aligning to the company wide strategic initiatives and other departmental strategic plans
To drive new and upsell adviser sales 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 customer success on product feedback

KPIs and measures

New business sales
Growth and movement in the pipeline
Deal velocity
Conversion rate

Key deliverables

Exceed sales targets
Pipeline coverage and movement
Conversion rates
Large sales strategy

Key stakeholders

Sales Director
Wider sales team
Pre-sales consultants
Integrations
Marketing
Customer Success
Product

Competencies (knowledge/skills/experience)

Held a BDM role within the financial technology sector. Ideally a hybrid (phone / video) and face to face
Track record of making SaaS sales to large financial advice firms
Experience and understanding of the independent financial adviser space particularly at consolidator level
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 skills

Education & qualifications

IFA professional qualifications preferred
Degree level education preferred in related field

I never feel like a number on a spreadsheet. And I love being able to work flexibly. I start my day at 8am. I’m a morning person. That really suits me.

Claire Bull

Product Owner

The company is the right size that there’s plenty of interesting stuff going on, but small enough that you can take ownership of things.

Max Bowser

Developer

Life at Dynamic Planner

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When you join Dynamic Planner, first and foremost, you are joining a team. Within that healthy structure, you are also a valued individual.

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