Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- 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 in 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 within the WealthTech and Fintech sectors. Attend industry events, webinars, and conferences to meet potential clients and learn about their needs. Building relationships with key players can give you an edge in understanding the market and securing opportunities.
✨Tip Number 2
Familiarise yourself with the specific challenges faced by private banks and wealth managers. Tailor your conversations to demonstrate how your solutions can address these pain points, showcasing your consultative selling skills effectively.
✨Tip Number 3
Stay updated on industry trends and competitor activities. This knowledge will not only help you refine your sales pitch but also position you as a knowledgeable partner to your prospects, making it easier to build trust and credibility.
✨Tip Number 4
Leverage CRM tools like Salesforce or HubSpot to manage your sales pipeline efficiently. Being proficient in these tools will help you maintain accurate data and reporting, which is crucial for strategic forecasting and demonstrating your sales capabilities.
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: In your cover letter, demonstrate your understanding of the wealth management industry and how your skills align with the company's needs. Mention specific examples of how you've successfully managed complex deal cycles.
Showcase Your Relationship-Building Skills: Highlight your ability to build relationships with C-level stakeholders. Provide examples of how you've identified client needs and aligned solutions in previous roles.
Research the Company: Familiarise yourself with the company's CLM product and its positioning in the market. Understanding their competitors and industry trends will help you articulate how you can contribute to their growth.
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 ready to share specific examples of your past sales achievements, particularly in B2B SaaS or WealthTech. Highlight how you've consistently hit targets and managed complex deal cycles.
✨Build Rapport with C-Level Stakeholders
Practice your consultative selling skills. Be ready to discuss how you would identify client needs and align solutions effectively, especially when engaging with high-level executives.
✨Stay Updated on Industry Trends
Research current trends in the WealthTech and Fintech sectors. Be prepared to discuss how these trends could impact the sales strategy and what opportunities they might present for the company.
