Senior Business Development Executive

Location: Hybrid / Reading

Role purpose

  • Hit and exceed ambitious growth targets of mid-sized adviser license sales (mid-sized defined as 20 – 100 advisers)
  • Originate and deliver sales strategy for new logo and upsell in the highly active growing consolidator space
  • Own the end-to-end sales process from pipeline creation, development and close
  • Carry own individual adviser licence sales target
  • Follow a structured and repeatable sales processes
  • 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 mid-sized sales strategy seamlessly aligning to the company wide strategic initiatives and other departmental strategic plans
  • To drive new and upsell adviser sales in the mid space
  • Using a consultative 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 endlessly
  • Manage and report on individual pipeline and have full visibility on future forecasting
  • Help drive pricing strategy alongside finance and product
  • Drive commercial agreements alongside legal
  • Evolve and optimize sales process, messaging, frameworks, USPs etc.
  • 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 organization the competitive landscape in the field
  • To contribute to ‘Voice of the Customer’ and feedback via client success on product feedback

KPIs and measures

  • New Business and Upsell License Sales
  • Set Up Fees
  • Price per user per month achieved
  • Growth and movement in the pipeline
  • Deal velocity
  • Conversion rate

Key deliverables

  • Exceed sales targets
  • Pipeline movement
  • Conversion rates
  • Large sales strategy

Key stakeholders

  • SME BDMs
  • Enterprise Development Director
  • Pre-sales
  • Integrations
  • CRO
  • Marketing
  • Client Success
  • Product

Competencies (knowledge/skills/experience)

  • Held a BDM role within the financial technology sector. Ideally a hybrid of phone / video and face to face
  • Track record of making SaaS sales to large financial advice firms, ideally in the back office / CRM space
  • Deep 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
  • Thoroughly analytical by nature
  • Brilliant with numbers

Education and qualifications

  • IFA professional qualifications preferred
  • Degree level education preferred in related field
I love coming into work every day at Dynamic Planner. I feel valued as an individual and enjoy great relationships with really talented people right across the organisation.
Glenn Bryant
Content and Communications Executive
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

Life at Dynamic Planner