Sales Team Lead - SME business

Flagstone is many things. An online savings platform, reinventing how individuals, businesses, and charities manage, protect, and grow their cash. A diverse group of people, bound by a collaborative spirit, and shared purpose. And lastly, a thriving, profitable business – where smart people do their best work. Each definition shares a common thread: our unique culture. It’s our pride and joy. And our competitive advantage.

To revolutionise the savings market, we need to be at our best. But high performance takes more than talent – it takes a culture of kindness, respect, and growth. That’s why we’re building a diverse, inclusive community, where your voice is heard and valued. Where, with close support and room to develop, you can surpass even your own expectations. And be rewarded for it.

This role sits at the heart of Flagstone's commercial growth - we're the UK's leading cash platform with £19bn AUA and a clear ambition to reach £50bn by 2028.

What You’ll Be Doing

• Lead a team of Business Development Managers, setting clear expectations, coaching regularly, and creating the conditions for people to perform at their best.
• Own day-to-day team performance — monitoring pipeline health, conversion rates and activity levels, and stepping in early when something needs to change.
• Run a consistent team rhythm: stand-ups, weekly performance reviews, call listening and skills development sessions that keep the team focused and accountable.
• Support the recruitment, onboarding and development of BDMs, building a team with the capability and culture to sustain high performance over time.
• Own your team's pipeline - leads managed with urgency, follow-up systematic, and opportunities progressed efficiently from first contact to funded account.
• Work with your team to sharpen the sales approach - sharing what works, identifying where the pitch or process can improve, and building a team that gets better over time.
• Ensure CRM and sales tooling is used effectively, maintaining accurate records and using data to prioritise effort.
• Step in on complex or high-value opportunities where senior involvement improves the client experience or the likelihood of conversion.

Channel & Outbound Development

• Take full ownership of building a systematic outbound sales capability within the SME team - this is a new and structurally important motion, and this role is explicitly accountable for establishing it.
• Design and implement a repeatable outbound process: prospecting cadences, lead qualification frameworks and pipeline governance that enable the team to work effectively across both inbound and proactive pipeline development.
• Coordinate the outbound motion alongside the new SME Intermediary channel, ensuring direct and intermediary-sourced leads are managed without duplication and with clear ownership.
• Scale outbound activity in line with strategy targets - SME outbound is a primary contributor to growing Direct SME AuA from £5.2bn to £8.78bn by 2028.
• Contribute to the ongoing evolution of the SME sales model, sharing ground-level insight to inform how we segment, approach and serve clients more effectively.
• Provide clear, timely reporting to the Head of Sales Operations with a confident view on what is driving results and where the risks and opportunities lie.
• Maintain a strong understanding of the commercial context - platform positioning, competitive dynamics and the factors that influence SME client decision-making.

What You’ll Bring

• A track record of leading sales teams in financial services or fintech, improving performance and developing people.
• Hands‑on and present – invested in your team's success, not just the number.
• Able to hold a high standard with consistency and care, creating accountability without losing psychological safety.
• A strong personal sales foundation – you know what good looks like and can coach others there because you've done it yourself.
• Confident using data and CRM to manage pipeline and make informed decisions about where to focus effort.
• Always looking for a better way: someone who brings ideas and challenges assumptions.

Outbound

• A proven track record of building systematic outbound sales processes from scratch. This is a core requirement, not a nice-to-have.
• Experience shifting a team from reactive inbound to a blended model – building the process, coaching the behaviours, measuring what matters.
• Experience selling to SME businesses, with an understanding of how business owners approach cash management and what drives their decisions.
• Familiarity with regulated financial services is a plus – but we care more about your ability to lead than your product knowledge on day one.

Ways of Working

• You bring structure and clarity to ambiguity rather than waiting for it.
• Collaborative, cross‑functional and genuinely ambitious – someone who sees this role as a real stepping stone.

How we reward you:

• Competitive bonus scheme – designed to reward and recognise high performance.
• Flexible benefits budget – a pot to fund meaningful benefits for you, whether it's hormone or fertility testing, cancer screening, neuro‑diversity coaching or something that matters for you.
• A range of salary sacrifice options to help you make tax efficient savings on electric cars, nursery schemes, home and tech goods.
• Around the World scheme – 3 months work from anywhere scheme.
• Mental wellbeing support – Access therapy and mental health sessions through Spill.
• Learning and development – £1,000 personal development budget to help you grow in your role.
• Private health care – Enjoy all the benefits AXA has to offer, including reduced gym memberships and medical history disregarded.
• Medical cash plan – To help you with the costs of dental and optical expenses.
• Life insurance and Income Protection – four times your annual salary for peace of mind.
• Matched pension contributions up to 5%.
• 25 days holiday – plus bank holidays, well‑being days and volunteering days.
• Enhanced Parental Leave – enhanced maternity, paternity and adoption pay.

All are welcome. At Flagstone, we’re assembling a diverse team that defies our industry’s norms. Think this role could suit you? We encourage you to apply, no matter your background.