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- 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: Make a real impact in the financial sector while building valuable relationships.
- Qualifications: 5-7 years in B2B SaaS sales, ideally within 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.
Requirements
- 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
Familiarise yourself with the WealthTech landscape. Understanding the key players, trends, and challenges in the industry will help you engage in meaningful conversations with potential clients and demonstrate your expertise during interviews.
✨Tip Number 2
Network strategically within the financial services sector. Attend industry events, webinars, and meetups to connect with professionals in private banking and wealth management. Building relationships can lead to valuable referrals and insights into job opportunities.
✨Tip Number 3
Prepare to discuss your sales achievements in detail. Be ready to share specific examples of how you've successfully navigated complex sales cycles and met targets, particularly in B2B SaaS environments, as this will showcase your suitability for the role.
✨Tip Number 4
Research the company's CLM product thoroughly. Understanding its features, benefits, and competitive advantages will allow you to articulate how it meets the needs of potential clients, making you a more compelling candidate during discussions.
We think you need these skills to ace Sales - SaaS
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in B2B SaaS sales, particularly within WealthTech or Fintech. Emphasise your sales achievements and any relevant skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the SaaS sales cycle and your ability to build relationships with C-level stakeholders. Mention specific examples of how you've successfully navigated complex deal cycles in the past.
Highlight Relevant Skills: In your application, clearly outline your proficiency with CRM tools like Salesforce or HubSpot. Discuss your experience with consultative selling and how you’ve aligned solutions to client needs in previous roles.
Showcase Industry Knowledge: Demonstrate your awareness of industry trends and competitor activity in your application. This will show that you are proactive and can contribute to go-to-market strategies effectively.
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 armed with specific examples of your past sales achievements. Highlight your experience in B2B SaaS sales, particularly in WealthTech or Fintech, and be ready to discuss how you've consistently hit targets.
✨Build Rapport with C-Level Stakeholders
Showcase your ability to build strong relationships with senior executives. Prepare to discuss strategies you've used to identify client needs and align solutions effectively.
✨Stay Updated on Industry Trends
Research current trends in the WealthTech and financial services sectors. Be ready to discuss how these trends could impact the sales strategy and how you can leverage them to uncover new opportunities.
