Senior Sales Representative in London

Senior Sales Representative in London

London Full-Time 36000 - 60000 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Drive sales and manage client relationships in the wealth management sector across Europe.
  • Company: Join a leading investment technology provider with a strong reputation in the industry.
  • Benefits: Enjoy competitive pay, flexible work options, and comprehensive benefits packages.
  • Why this job: Be part of a dynamic team shaping the future of financial services with innovative solutions.
  • Qualifications: Proven sales experience in financial services and a strategic mindset are essential.
  • Other info: Embrace a culture of diversity, inclusion, and community engagement.

The predicted salary is between 36000 - 60000 Β£ per year.

With over 40 of the world's top wealth managers as customers and over $3 trillion in wealth related assets on the CR IMS, Charles River is a leading provider of investment technology for wealth managers, providing portfolio management, trading, compliance capabilities, and manager/sponsor connectivity. The company's SaaS-based, leading edge technology platform has been well received and the firm is seeing a number of significant uptake from existing customers as well as attracting new named customers who see it as the best in class.

CRD Wealth is seeking to recruit a Sales Representative to cover Europe to both grow the client base (net new business) and extend the footprint within existing clients in the region. For existing customers, the company has a Client Management team, whose primary role is to execute on a tactical operating plan and address day to day issues. This will enable you, the Sales Manager to focus on understanding the customer's strategy and business to create and execute on a plan that results in deployment of Charles Rivers' solutions to address the customer's strategic business objectives.

What You Will Be Responsible For

  • A mix of New Business Sales and existing customer Account Management.
  • The entire sales and account management process from inception, including research, identification and 'upselling' CRD modules and services into existing customer accounts, prospecting, relationship building, negotiation and contract closure, adopting a consultative/solution sales methodology.
  • Systematic prospecting and lead generation across the Wealth Segment in Europe, covering decision makers across the prospect/client organization.
  • Selling the value proposition around a comprehensive SaaS solution to new and existing wealth customers.
  • Consultative and strategic management of the entire sales process– organizing and running presentations/workshops, owning and contributing to RFI/P and tender process, solution demos/pilots, commercial proposals and presentations.
  • Working throughout prospective customer organization to understand the organization, the players, decisions makers, build high level relationships, clearly understand business and technical requirements and prescribe commensurate messaging and value proposition.
  • Clear articulation of CRD advantages to best position CRD as a strategic partner and ultimately close business.
  • Working through objections, pricing and contract issues to close deals.
  • Working with CRD Client Managers to leverage penetration within existing CRD customer accounts.
  • Development of relationships with key industry partners including consultants and complementary service providers to broaden CRD's reputation and ultimately leverage sales opportunities.

What We Value

  • You must have an understanding and application of strategic selling, solution selling (e.g. Miller Heiman, SPIN, etc) and demonstrated success against quota in a highly competitive environment.
  • You will have a record of overachievement against targets.
  • Knowledge and experience selling solutions, enterprise software and large consulting projects to the financial services industry preferably in investment or Wealth management (buy-side).
  • You will have proven experience of developing accounts and relationships from 'one of many' to key trusted advisor status.

Education & Preferred Qualifications

  • University degree preferably in a technology or finance discipline is essential.

Additional Requirements

  • A keen awareness of the political dynamics within the customer base.
  • Experience of growing existing accounts - some active and others spending money but not fully committed.
  • Experience selling complex systems which require the sales person to really understand the solution in detail and not superficially.
  • Ability to understand key concepts, observations and articulate CRD and the CRIMS value proposition.

Senior Sales Representative in London employer: Charles River Development

At State Street, we pride ourselves on being an exceptional employer, offering a dynamic work environment that fosters professional growth and inclusivity. Our comprehensive benefits package, including generous medical care and flexible work options, ensures that our employees can thrive both personally and professionally. With a strong commitment to diversity and community engagement, we empower our team members to reach their full potential while making a meaningful impact in the financial services industry.
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Contact Detail:

Charles River Development Recruiting Team

StudySmarter Expert Advice 🀫

We think this is how you could land Senior Sales Representative in London

✨Tip Number 1

Get to know the company inside out! Research Charles River and its solutions so you can speak confidently about how you can help potential clients. This will show you're genuinely interested and ready to hit the ground running.

✨Tip Number 2

Network like a pro! Connect with industry professionals on LinkedIn and attend relevant events. Building relationships can open doors and give you insights that might just land you that Senior Sales Representative role.

✨Tip Number 3

Practice your pitch! Prepare a compelling narrative about your experience and how it aligns with the job. Role-playing with a friend can help you refine your approach and boost your confidence for interviews.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining the team at Charles River.

We think you need these skills to ace Senior Sales Representative in London

Strategic Selling
Solution Selling
Consultative Sales Methodology
Account Management
Relationship Building
Negotiation Skills
Lead Generation
Market Penetration
Presentation Skills
Understanding of Financial Services
SaaS Solutions
Problem-Solving Skills
Communication Skills
Technical Understanding of Solutions

Some tips for your application 🫑

Tailor Your CV: Make sure your CV is tailored to the Senior Sales Representative role. Highlight your experience in strategic selling and account management, and don’t forget to showcase any achievements that demonstrate your ability to exceed targets.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention specific experiences that align with the job description, especially around consultative selling and relationship building.

Showcase Your Knowledge: Demonstrate your understanding of the wealth management industry and the SaaS solutions we offer. This will show us that you’re not just applying for any job, but that you’re genuinely interested in what we do at Charles River.

Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!

How to prepare for a job interview at Charles River Development

✨Know Your Product Inside Out

Before the interview, make sure you have a deep understanding of Charles River's solutions and how they fit into the wealth management landscape. Familiarise yourself with the SaaS model and be ready to discuss how these solutions can address customer needs.

✨Research the Market and Competitors

Take some time to research the wealth management market in Europe and understand who the key players are. Knowing the competitive landscape will help you articulate CRD's advantages and position yourself as a knowledgeable candidate.

✨Prepare for Consultative Selling Questions

Expect questions that assess your consultative selling skills. Be ready to share examples of how you've successfully identified client needs and tailored solutions in previous roles. Use the STAR method (Situation, Task, Action, Result) to structure your responses.

✨Showcase Relationship-Building Skills

Since this role involves managing existing accounts, be prepared to discuss how you've built and maintained relationships with clients. Highlight any strategies you've used to turn clients into trusted advisors and how you've navigated complex organisational dynamics.

Senior Sales Representative in London
Charles River Development
Location: London

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