Business Development Manager
LondonHybrid
AI Summary
Drive growth across the UK financial advice market by developing relationships with adviser firms, generating new business opportunities, and growing existing accounts through consultative selling and product demonstrations.
About this role
Drive growth across the UK financial advice market by helping adviser firms unlock more value from Defaqto's market-leading solutions.
Role Overview:
As a Business Development Manager, you'll be responsible for developing relationships with financial advice firms, generating new business opportunities, and growing existing accounts across Defaqto's product portfolio. You'll identify challenges, demonstrate value-led solutions, and drive commercial growth through consultative selling.
This role combines outbound business development, account growth, and cross-selling within an established and highly respected fintech brand.
Who we're looking for
You'll have a couple of years' solid business development experience - ideally within the SaaS / fintech / financial services world.
Role Overview:
As a Business Development Manager, you'll be responsible for developing relationships with financial advice firms, generating new business opportunities, and growing existing accounts across Defaqto's product portfolio. You'll identify challenges, demonstrate value-led solutions, and drive commercial growth through consultative selling.
This role combines outbound business development, account growth, and cross-selling within an established and highly respected fintech brand.
Who we're looking for
You'll have a couple of years' solid business development experience - ideally within the SaaS / fintech / financial services world.
Key Responsibilities
- Proactively generate new business opportunities through outbound prospecting, networking, referrals, and market engagement.
- Build and manage relationships with financial advisers, practice principals, business owners, and other key stakeholders.
- Conduct discovery meetings and tailored product demonstrations that articulate business value and ROI.
- Develop and execute account growth plans across an existing portfolio of adviser firms.
- Identify upsell and cross-sell opportunities
- Manage opportunities throughout the full sales cycle, from prospecting through to negotiation and close.
- Collaborate with marketing, product, customer success, and sales operations teams to maximise client outcomes.
- Maintain accurate pipeline management, forecasting, and CRM records.
- Keep up to date with market trends, regulatory developments, and the challenges facing adviser businesses.
- Consistently achieve and exceed individual sales targets and revenue objectives.
Skills, Knowledge & Expertise
Essential requirements:
- Proven experience in a Business Development Manager, Account Manager, Sales Executive, or similar client-facing commercial role.
- Strong track record of achieving revenue targets through new business acquisition and account growth.
- Experience managing multiple opportunities and sales cycles simultaneously.
- Excellent communication, presentation, negotiation, and relationship-building skills.
- Ability to conduct consultative, value-based sales conversations with senior decision-makers.
- Highly self-motivated, proactive, and comfortable working in a target-driven environment.
- Strong commercial awareness and a results-focused mindset.
- Experience using CRM systems to manage sales activity and pipeline progression.
Desirable requirements:
- Knowledge of the UK financial advice, wealth management, mortgage, or broader financial services sector.
- Experience selling SaaS, data, technology, research, compliance, or subscription-based solutions.
- Understanding of adviser firms, adviser workflows, and the challenges faced by financial advisers.
- Experience of cross-selling multiple products and services within an existing client base.
- Familiarity with sales engagement, outreach, or call intelligence platforms.
Your approach to work:
- Proactive and self-motivated.
- Commercially minded and results-focused.
- Confident building relationships with advisers and business owners.
- Curious, adaptable, and quick to learn.
- Resilient and comfortable with outbound sales activity.
- Collaborative and supportive of team success.
- Takes ownership and accountability for results.
Benefits
Location:
This is a hybrid role - you'll spend 2 days each week working in the office with your team and the remainder from home.
This is a hybrid role - you'll spend 2 days each week working in the office with your team and the remainder from home.
Right to Work:
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Skills
Account GrowthCall Intelligence PlatformsCRM SystemsCross-sellingFinancial Services SalesNegotiationOutbound ProspectingPipeline ManagementProduct DemonstrationsROI ArticulationSaaS SalesSales Engagement PlatformsSales ForecastingUpselling
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