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- Tasks: Convert leads into funded business clients and drive company growth.
- Company: Fast-growing FinTech company with a focus on innovation and collaboration.
- Benefits: 25 days holiday, private medical insurance, pension contributions, and team socials.
- Other info: Join a supportive team where your ideas are valued and career growth is encouraged.
- Why this job: Make a real impact in a dynamic environment while developing your career.
- Qualifications: Experience in B2B sales and strong communication skills.
The predicted salary is between 40000 - 50000 £ per year.
We are a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.
The Account Executive – Direct B2B Channel is responsible for converting inbound and outbound demand into funded business clients across Insignis’s direct corporate segment, including SME, mid-market, and larger businesses. This role exists to turn qualified demand into outcomes — applications, funded balances, and long-term clients — while maintaining high standards of suitability, governance, and customer experience. Success in this role is driven by conversion quality, outbound tenacity, execution discipline, and collaboration, not activity volume alone.
Role Responsibilities- Convert qualified inbound and outbound leads into funded business clients
- Progress opportunities efficiently through the full sales funnel
- Maintain high standards of suitability and customer outcomes
- Deliver accurate forecasting and pipeline hygiene
- Own a defined pipeline of Direct B2B opportunities from first contact through funding
- Engage prospects via phone, video, and email to progress opportunities
- Understand client cash requirements and position Insignis appropriately
- Progress opportunities efficiently while maintaining quality and compliance
- Work opportunities through each stage of the funnel from lead to funded account
- Follow defined sales process and qualification standards
- Proactively identify and address delays or drop-off in the funnel
- Treat conversion performance as a personal responsibility
- Conduct structured discovery to ensure client fit and suitability
- Clearly explain Insignis’s proposition, platform, and value
- Set accurate expectations around onboarding, documentation, and timelines
- Partner with Client Onboarding and Client Services to deliver a smooth experience
- Work closely with Marketing to provide feedback on lead quality
- Maintain accurate CRM records and forecasting
- Follow defined sales playbooks and enablement materials
- Contribute insights to improve conversion and process efficiency
- Ensure all sales activity aligns with Insignis’s regulatory and compliance standards
- Identify and elevate unsuitable or high-risk opportunities
- Balance pace with quality to protect customer outcomes
- Consistent achievement of individual targets
- Strong conversion rates across funnel stages
- High-quality, well-documented pipeline
- Positive onboarding and funding outcomes
- Accurate forecasting and disciplined execution
- Experience in a B2B sales or Account Executive role
- Comfortable managing multiple opportunities concurrently
- Experience with inbound and/or outbound sales motions
- Familiarity with CRM systems and structured sales processes
- Exposure to regulated or complex sales environments is a plus
- Outcome-focused and commercially driven
- Structured and well-organised
- Customer-led with strong communication skills
- Resilient and comfortable with targets
- Collaborative and team-oriented
25 days holiday (exc. Bank holidays), 5% Pension contributions, Private medical insurance with Vitality Health cash Plan offering contributions to dental, optical and much more, Enhanced Parental Leave, Cycle to Work Scheme, Monthly team lunches, quarterly company socials.
Account Executive - Direct Business employer: Insigniscash
Contact Detail:
Insigniscash Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive - Direct Business
✨Tip Number 1
Get to know the company inside out! Research Insignis, its values, and its products. This way, when you chat with us, you can show how your skills align perfectly with what we do.
✨Tip Number 2
Practice your pitch! Whether it’s over the phone or in a video call, be ready to explain how you can convert leads into funded clients. Make it clear that you understand the sales funnel and are all about quality conversions.
✨Tip Number 3
Don’t shy away from asking questions during interviews. It shows you’re engaged and keen to understand how you can contribute to our team. Plus, it gives you a chance to assess if we’re the right fit for you!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and genuinely interested in joining our fast-growing team.
We think you need these skills to ace Account Executive - Direct Business
Some tips for your application 🫡
Show Your Enthusiasm: Let your passion for the FinTech industry shine through in your application. We want to see that you're not just looking for a job, but that you're genuinely excited about the opportunity to contribute to our growth and make an impact.
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in B2B sales. We love seeing how your skills align with our needs, so don’t be shy about showcasing your successes and how they relate to the role.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and focus on what makes you a great fit for the Account Executive position. Remember, quality over quantity!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Insigniscash
✨Know Your Numbers
Before the interview, brush up on your sales metrics and conversion rates. Be ready to discuss specific examples of how you've successfully converted leads into clients in previous roles. This shows you understand the importance of outcomes over activity volume.
✨Understand the Company’s Proposition
Familiarise yourself with Insignis’s offerings and how they stand out in the FinTech space. Being able to articulate their value proposition will demonstrate your genuine interest in the role and help you connect with the interviewers.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle objections. Think of scenarios where you had to overcome challenges in the sales process and be ready to share those stories. This will highlight your resilience and customer-led approach.
✨Show Your Collaborative Spirit
Since this role involves working closely with various teams, be prepared to discuss how you've collaborated in the past. Share examples of how you’ve partnered with marketing or client services to enhance customer experience and drive conversions.