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- Tasks: Drive growth by connecting Financial Services businesses with tailored Salesforce solutions.
- Company: Join Cloud Orca, an award-winning team of innovative Salesforce consultants.
- Benefits: Enjoy flexible working, comprehensive wellbeing support, and tailored training for your career growth.
- Why this job: Be part of a dynamic culture that values relationships and empowers you to make an impact.
- Qualifications: Sales expertise in Financial Services and a knack for building lasting client connections required.
- Other info: We prioritise diversity and inclusion, ensuring everyone feels welcomed and supported.
The predicted salary is between 36000 - 60000 £ per year.
About the role... Are you an experienced sales professional looking for your next challenge? Do you love building relationships and making an impact on clients’ businesses? Cloud Orca is growing, and we’re looking for a Sales Executive with knowledge and experience in Financial Services to join us on this journey.
About the team… Cloud Orca is an award-winning team of creative, established, and experienced Salesforce consultants who maximize everything Salesforce has to offer. As a key part of Cooper Parry’s digital strategy, it’s an exciting time to be part of this rocket ship.
About the day-to-day… As a Sales Executive, you'll play a pivotal role in driving growth by connecting businesses in the Financial Services industry with our Salesforce professional services. You’ll leverage your software expertise to identify client needs, deliver tailored solutions, and close deals that transform businesses. You can expect to be involved in (including but not limited to):
- Developing and executing strategies to acquire new clients in Financial Services
- Building tailored proposals showcasing the value of Salesforce's professional services
- Collaborating with internal teams to ensure seamless onboarding and client success
- Maintaining a pipeline of qualified prospects to ensure consistent growth
The role is also designed to support your growth and development throughout your career. You’ll have access to a wide range of knowledge and support from Managers to Partners, all eager to help you push further.
About you... At Cooper Parry, we’re in it together. All we ask is that our people play all in. You’ll continually strive to keep learning —whether you’re a trainee or a Partner—and you’ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. It’s a simple notion, but an irreplaceable part of what makes CP, CP. In addition to these core values, as a Salesforce Sales Executive, you should:
- Have sales expertise: a hunter mentality with a track record of exceeding targets and following up on warm leads
- Experience selling Salesforce solutions into Financial Services companies
- Strong knowledge of the Financial Services industry, e.g., Fintech
- Be a relationship builder: a persuasive communicator who thrives on creating lasting client connections
- Be a problem-solver: able to identify challenges and craft innovative solutions
- Be resilient: a self-starter who thrives under pressure and bounces back from setbacks
About us... Cloud Orca is an award-winning team of creative, established, and experienced Salesforce consultants that maximize everything Salesforce has to offer. As a key part of Cooper Parry’s digital strategy, it’s an exciting time to be part of this rocket ship. We’re dubbed ‘the rebels of accountancy’. We’re straight-talking, never afraid to share our opinions. We prioritize people and relationships over products and services, delivering a streamlined, client-focused service—free from unnecessary red tape.
Our achievements include:
- Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
- Became B Corp Certified in 2023, and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow
- Achieved 6 awards at the Inspiring Workplace Awards in 2024, recognized for Inspiring Culture and Purpose, Wellbeing, Employee Voice, and Employee Experience
What’s in it for you? We trust our people to make the right decisions for themselves—regarding how they dress, where they work, and how often they take holiday. We offer flexible working arrangements, along with the trust and accountability to deliver. Our culture is centered on our people. We offer:
- Supported development with tailored training to help you learn and progress
- A flexible hybrid working approach
- Empowerment and trust to do your best work
- Comprehensive wellbeing support for physical, mental, spiritual, and financial health
- Volunteering opportunities to engage with local communities and charities
We believe everyone performs best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities employer, we will work with you to ensure you have everything needed to succeed. Feel free to contact us with questions about our commitment to Diversity & Inclusion or accessibility during the application process.
Salesforce Sales Executive (Financial Services) employer: Cooper Parry
Contact Detail:
Cooper Parry Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Salesforce Sales Executive (Financial Services)
✨Tip Number 1
Familiarise yourself with the latest trends and challenges in the Financial Services sector. This knowledge will not only help you understand your potential clients better but also allow you to tailor your approach when discussing Salesforce solutions.
✨Tip Number 2
Network with professionals in the Financial Services industry, especially those who have experience with Salesforce. Attend relevant events or webinars to build connections that could lead to referrals or insights about the role.
✨Tip Number 3
Prepare to demonstrate your sales achievements and how you've successfully built relationships in previous roles. Be ready to share specific examples of how you've exceeded targets and contributed to client success.
✨Tip Number 4
Showcase your problem-solving skills by thinking of potential challenges that clients in the Financial Services sector might face. Be prepared to discuss innovative solutions you could offer using Salesforce to address these issues.
We think you need these skills to ace Salesforce Sales Executive (Financial Services)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your sales expertise, particularly in the Financial Services sector. Include specific achievements that demonstrate your ability to exceed targets and build client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your passion for Salesforce solutions and how your experience aligns with Cloud Orca's mission. Mention your problem-solving skills and resilience, as these are key traits they value.
Showcase Relevant Experience: When detailing your work history, focus on roles where you sold Salesforce solutions or worked within the Financial Services industry. Use metrics to quantify your success, such as percentage increases in sales or number of new clients acquired.
Research Cloud Orca: Familiarise yourself with Cloud Orca’s values and recent achievements. Mentioning their B Corp certification or awards in your application can show your genuine interest in the company and its culture.
How to prepare for a job interview at Cooper Parry
✨Showcase Your Sales Expertise
Be prepared to discuss your previous sales achievements, particularly in the Financial Services sector. Highlight specific examples where you've exceeded targets and how you followed up on leads to close deals.
✨Demonstrate Industry Knowledge
Familiarise yourself with current trends and challenges in the Financial Services industry, especially related to Salesforce solutions. This will show your potential employer that you understand their market and can provide tailored solutions.
✨Emphasise Relationship Building Skills
Prepare to share examples of how you've built and maintained client relationships in the past. Being a persuasive communicator is key, so think about how you can convey your ability to connect with clients effectively.
✨Exhibit Problem-Solving Abilities
Think of instances where you've identified challenges and crafted innovative solutions for clients. This will demonstrate your problem-solving skills and your ability to add value to their business.
