Product Sales Specialist - Finance Suite

Product Sales Specialist - Finance Suite

Full-Time 60000 - 80000 £ / year (est.) Working from home possible
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At a Glance

  • Tasks: Lead sales cycles and drive strategy for our innovative finance solutions.
  • Company: Join Primer, a cutting-edge platform transforming global payments.
  • Benefits: Enjoy remote work, competitive salary, uncapped holiday, and a generous learning budget.
  • Other info: Be part of a supportive culture focused on growth and success.
  • Why this job: Make an impact in the finance sector while collaborating with top-tier professionals.
  • Qualifications: Experience in complex sales cycles and strong financial literacy required.

The predicted salary is between 60000 - 80000 £ per year.

An Introduction to Primer

Primer is the unified infrastructure for global payments. We give finance and payments teams the visibility and control to reduce complexity, improve performance, and capture more revenue - all from a single platform.

We are seeking a motivated and high-performing addition to our team as we turbo charge our revenue engine. With a consultative approach, you will lead the sales cycle with founders, CEOs, CTOs, CFOs, and VP / Director level functional leads. You will also drive the Sales strategy by owning all aspects of the sales cycle from prospecting to discovery to close. This will include cross-functional work to develop the customer strategy and contribute to other revenue initiatives.

What will you be doing?
  • Support the launch motion for our wider CFO stack offering: Play a central role in coordinating the initial commercial rollout, developing familiarity with the product and helping codify how Global Accounts and Reconciliation are positioned and sold during the early phase.
  • Contribute to a repeatable back-book motion: Partner with Product, PMM and CS to help identify eligible merchants and participate in targeted outreach and upsell cycles as part of a broader, cross-functional effort.
  • Contribute to a smooth onboarding process: Partner with RevOps & Support on onboarding merchants to Global Accounts, and conducting eligibility pre-checks with downstream providers.
  • Enable front-book bundles: Support core BDMs by positioning Global Accounts (and Reconciliation where relevant) within broader Primer new business deals to increase revenue and shorten ARR activation cycles.
  • Prepare the path to standalone Global Accounts selling: Continuously assess product readiness on the market, value differentiation, and competitive context to determine when Global Accounts can be credibly sold as a standalone solution.
  • Define the ICP, partner with RevOps on pricing considerations & deal structuring, and sales motion required to move beyond a “wedge” use case when product maturity allows.
  • Evaluate and progress inbound standalone opportunities where appropriate, without prematurely forcing a new-logo motion.
  • Translate market learning into action: Capture win/loss insights, objections, pricing feedback, and product gaps; feed structured inputs into Product, PMM, and RevOps.
  • Build and own the Global Accounts sales playbook: Develop and iterate a comprehensive Global Accounts sales playbook, informed by live customer interactions and early wins/losses.
  • Lead the creation and evolution of sales collateral in partnership with Marketing and Product, including merchant bespoke pitch decks, case studies, ROI narratives, and enablement materials.
  • Drive commercial rigor: Track pipeline, revenue, and outcomes with a “controlled pilot” mindset; help define what success looks like and when/how the model should scale post-GA.
  • Protect merchant trust and CS ownership: Operate within clear guardrails on account engagement, partnering closely with CSMs and ensuring clean handovers and delivery quality.
  • Identify wider opportunities: Position Global Accounts as part of the wider proposition, particularly alongside other products within the Financial Operations product suite.
What we’d love to see:
  • Strong commercial fundamentals: Experience running complex sales cycles and influencing senior stakeholders across Finance/Treasury personas.
  • Builder mindset in ambiguity: Able to create a motion where a playbook doesn’t exist yet.
  • Cross-functional operator: Proven ability to partner tightly with Product and PMM, balancing revenue goals with product maturity and narrative discipline.
  • Merchant-first judgement: Consultative approach with strong instincts for when to sell (or not); protecting trust and avoiding low-quality upsells.
  • Analytical and accountable: Comfortable defining ICP/qualification criteria, measuring outcomes, and operating with Salesforce and forecasting discipline.
  • EMEA-based and internally credible: Able to leverage internal context and relationships to accelerate the back-book-first approach.
A typical interview process
  • An initial intro call with a Talent Partner
  • An interview with the Hiring Manager
  • Challenge Stage - Contextualised to the role
  • A final, values-alignment interview
What's the culture like at Primer?

We're building a culture where people can do their best work and be proud of the impact they have. You'll be working with people who are mission-driven, smart, and reflective, and who are genuinely invested in building exceptional products and delivering success for our merchants.

We work remotely, and have done since day one. We believe that building a successful, profitable company goes beyond proximity. We invest in our relationships through great remote working practices and thoughtfully designed face-to-face time, including workations, our annual company retreat, and access to co-working spaces across most major cities.

The work is challenging. Scaleups are a challenge, and building category-defining products is a challenge. But there's a meaningful difference between a challenge and a struggle. At Primer, the right challenge comes with the right support: strong onboarding, a collaborative environment, and a team that is genuinely invested in your success. It's never something you face alone.

Our benefits
  • We are fully remote and globally distributed; and have been since day one
  • Competitive share options
  • Uncapped holiday, with 25 days minimum to be taken
  • Co-working space access across major cities
  • Workations & Company Retreat
  • The best equipment for your role
  • £500 towards your home office setup
  • Generous learning budget
  • Private Medical Insurance
  • A broad set of additional perks and benefits (depending on location)

Don’t meet every single requirement? At Primer, we're dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't align perfectly with every qualification listed, we encourage you to apply. You may be the right candidate for this or other roles.

Primer is committed to the equal treatment of all current and prospective employees and adopts a zero-tolerance approach to discrimination, regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, marriage and civil partnership, or any other background or belief.

Product Sales Specialist - Finance Suite employer: Primer.io

At Primer, we pride ourselves on being an exceptional employer that fosters a remote-first culture, empowering our team to thrive while making a meaningful impact in the payments industry. With competitive benefits such as uncapped holiday, generous learning budgets, and access to co-working spaces, we ensure our employees have the resources they need to succeed. Join us in a collaborative environment where innovation is celebrated, and every challenge is met with support from a mission-driven team dedicated to building exceptional products.

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Contact Details:

Primer.io Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Product Sales Specialist - Finance Suite

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Primer.io. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace Product Sales Specialist - Finance Suite

Sales Strategy Development
Consultative Selling
Cross-Functional Collaboration
Financial Literacy
Treasury and FX Management Knowledge
Sales Cycle Management
Stakeholder Engagement

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Primer.io.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Primer.io's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Primer.io

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Primer.io.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Primer.io will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Primer.io employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.