Sales Lead (Financial Services)

Working at CreateFuture

CreateFuture is an AI-native consulting partner where people do work that matters and are supported to do it well. We work alongside organisations such as PayPal, adidas, NatWest, FanDuel and Money Saving Expert, building digital products and services that make a difference while always putting people first. We’re a team of creators. We write code, shape delivery, build go-to-market strategies, develop AI solutions and create the practices that support our people. We work side by side with our clients, challenging what’s not working and helping them to build the future. Our commitment to craft, quality, and culture has helped us scale to over 600 people in just a few years.

Our UK Benefits:

• 35 days leave (including bank holidays).
• Private medical insurance.
• Enhanced parental and adoption leave.
• Financial coaching + 5% pension match.
• 40 hours of paid learning and development.

CreateFuture is a Great Place to Work-Certified(TM) company and has won Best Workplaces UK multiple years in a row. Join us on our journey. Let’s create tomorrow, together, today.

About The Role And Team

As a Sales Lead (Financial Services) at CreateFuture, you will be a key player in driving new business growth within the financial services sector, aligned with our Industry strategy with a focus across key subsectors including wealth and pensions, retail banking, and asset management. You will be responsible for identifying, qualifying, and closing new business opportunities, working closely with stakeholders across target organisations to understand their challenges and shape impactful solutions.

What You’ll Be Doing:

• Lead the identification and pursuit of new business opportunities within the Financial Services sector – particularly the Wealth & Pensions, and Retail Banking sectors. By being active in the financial services community you’ll drive a targeted approach to networking, events, and outreach to build early stage leads and pipeline. With a focus on securing high-value clients and engaging with key decision-makers.
• Develop and maintain a robust pipeline of leads and opportunities that you methodically qualify, accurately forecast revenue and deal progress, and provide regular updates to senior management. Ensure a smooth handover of won business to the Client Services and Delivery teams.
• Cultivate and maintain strong relationships with C-level executives and other key stakeholders in target organisations. Understand their business needs, challenges, and priorities to recommend appropriate solutions.
• Oversee the full sales cycle from lead generation to deal closure. This includes qualifying prospects, developing proposals with clear win strategies, delivering presentations, negotiating contracts, and finalising agreements. Achieve and surpass revenue targets by implementing effective sales strategies aligned to our industry strategies, managing the sales pipeline, and prioritising the closure of high-value deals.

We’d Love To Talk To You If You:

• Have extensive experience of business development, sales, or similar experience in the Financial Services sector, with a proven track record of consistently meeting or exceeding sales targets in a hunter role.
• Have experience of working for a Digital Transformation Consultancy.
• Are experienced in end-to-end sales with a focus on hunting and securing new business.
• Possess exceptional negotiation, presentation, and communication skills, with a consultative selling approach.
• Have experience with complex deal structuring and closing large, multi-year contracts.
• Have a proven ability to originate sales and cultivate relationships with C-suite clients, both at established and emerging organisations.
• Have in-depth knowledge of the Financial Services industry, including key trends, the regulatory environment, technology solutions, and major players.
• Understand digital technologies and approaches, and their application in transforming the financial services sector.

What We’ll Offer You:

We trust people to do their best work. That means flexibility over rigid rules, impact over activity, and real investment in your growth both professionally and personally. You’ll be part of a supportive, and friendly culture, surrounded by smart, curious people who care deeply about what they do. We offer flexible working, including hybrid and remote options. Our office hubs are located in Edinburgh, Leeds, Manchester, London and Bulgaria, with occasional travel to client sites or CreateFuture offices when needed. We trust you to manage your time balancing collaboration with client time and focused work. What matters is the impact you have, not how busy you look.

Our hiring process:

We try to keep our hiring process clear, fair and respectful of your time. We aim to get back to everyone who applies and we will be upfront about where you are in the process.

Inclusion at CreateFuture:

We believe diverse teams build better workplaces and better products. We want CreateFuture to be a place where people feel able to be themselves and do their best work. If you need any adjustments or support during the application process, just let us know. We will do what we can to help. We look forward to your application!