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- Tasks: Lead sales efforts for a cutting-edge SaaS product in wealth management.
- Company: Join a global leader in wealth management technology, driving innovation in finance.
- Benefits: Enjoy competitive pay, flexible working options, and a vibrant company culture.
- Why this job: Be part of a high-impact role that shapes the future of financial services.
- Qualifications: 5-7 years in B2B SaaS sales, ideally within WealthTech or Fintech.
- Other info: Diversity and inclusion are at our core; all backgrounds are encouraged to apply.
The predicted salary is between 43200 - 72000 £ per year.
A global wealth management platform is seeking a driven and experienced SaaS Sales specialist to lead sales efforts for their flagship CLM product. This is a high-impact role focused on new business development, client relationship management, and strategic growth.
You will be instrumental in accelerating the growth of their SaaS revenues, owning the full sales cycle - from prospecting to closing - and positioning their CLM as the preferred solution for private banks, wealth managers, and financial institutions.
Key Responsibilities- Own the full sales pipeline, from initial outreach to final negotiation.
- Sales-driven individual and able to target new clients and expand existing accounts.
- Build strong relationships with C-level stakeholders, identifying needs and aligning solutions.
- Input into go-to-market plans, campaigns, and account-based strategies with marketing and product teams.
- Monitor industry trends and competitor activity to refine positioning and uncover new opportunities.
- Maintain accurate pipeline data and reporting to ensure visibility and strategic forecasting.
- 5–7 years’ experience in B2B SaaS sales, ideally in WealthTech/Fintech or enterprise software.
- A strong sales track record, consistently hitting targets and managing complex deal cycles.
- Expertise in consultative selling, understanding client challenges and aligning value propositions.
- Skilled at navigating enterprise clients, especially within financial services or wealth management.
- Proficient with CRM tools (e.g., Salesforce or HubSpot), and confident in sales forecasting and reporting.
- Familiarity with Client Lifecycle Management (CLM) tools or similar SaaS platforms.
- Experience selling into private banks, wealth managers, or asset managers is essential.
We encourage candidates from all backgrounds to apply, reaffirming our commitment to diversity and inclusion, and welcoming applications regardless of race, religion, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Sales - SaaS employer: Investinu Group
Contact Detail:
Investinu Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales - SaaS
✨Tip Number 1
Network with professionals in the WealthTech and Fintech sectors. Attend industry events, webinars, or local meetups to connect with potential clients and gain insights into their needs. Building relationships can give you a competitive edge when applying for this role.
✨Tip Number 2
Familiarise yourself with the latest trends in SaaS sales and Client Lifecycle Management (CLM) tools. Understanding the current market landscape will not only help you in interviews but also demonstrate your commitment to staying informed and relevant in the field.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully navigated complex sales cycles in the past. Highlight your consultative selling approach and how you've aligned solutions with client needs, especially within financial services.
✨Tip Number 4
Showcase your proficiency with CRM tools like Salesforce or HubSpot during discussions. Being able to talk about how you've used these tools for sales forecasting and reporting can set you apart from other candidates.
We think you need these skills to ace Sales - SaaS
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in B2B SaaS sales, particularly in WealthTech or Fintech. Emphasise your sales achievements and any experience with consultative selling.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the wealth management industry and your ability to build relationships with C-level stakeholders. Mention specific examples of how you've successfully navigated complex deal cycles.
Highlight Relevant Skills: In your application, emphasise your proficiency with CRM tools like Salesforce or HubSpot, and your experience with Client Lifecycle Management (CLM) tools. This will demonstrate your readiness for the role.
Showcase Industry Knowledge: Demonstrate your awareness of industry trends and competitor activity in your application. This shows that you are proactive and can contribute to go-to-market strategies effectively.
How to prepare for a job interview at Investinu Group
✨Know Your Product Inside Out
Make sure you have a deep understanding of the CLM product and how it benefits private banks and wealth managers. Be prepared to discuss its features, advantages, and how it stands out from competitors.
✨Demonstrate Your Sales Success
Come armed with specific examples of your past sales achievements. Highlight instances where you've successfully navigated complex deal cycles and met or exceeded targets in B2B SaaS sales.
✨Build Rapport with C-Level Stakeholders
Practice how you would approach and engage with C-level executives. Show that you can identify their needs and align your solutions effectively, as relationship-building is key in this role.
✨Stay Updated on Industry Trends
Research current trends in WealthTech and Fintech before the interview. Being knowledgeable about industry developments will demonstrate your commitment and ability to refine positioning based on market insights.
