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

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