Pensions Sales Executive

Pensions SaaS FinTech Firm

Pensions Sales Executive

£50k – £65k

Remote (Occasional office travel)

You must have experience in sales focussed on Pensions products or you won\’t be considered for this role.

About Us

My client is a pensions ‘Software as a Service (SaaS)’ business. Our solutions range from Administration to Asset Liability Management, and much more.

Our unique approach to the provision of services has resulted in rapid growth over the last few years. Joining us as our Pension Administration Sales Executive will give the opportunity to work in an exciting fintech business that will provide challenging and interesting work to allow our staff to build rewarding careers.

About You

As the Administration Sales Executive, you will be responsible for driving sales of pension administration and management software to UK Local Government Pension Funds (LGPS), UK private DB/DC pension schemes and the bulk/individual annuity market.

You will ensure compliance with procurement requirements while building strong, long-term relationships with key stakeholders. This role focuses on delivering solutions that address the complexities of private & public sector pension administration, including legislative changes, data management, and member engagement.

Responsibilities & Criteria

Sales Strategy and Planning

• Develop and execute a sales plan to target private/public pension schemes and insurers, ensuring alignment with company growth objectives.
• Research and identify opportunities within the relevant markets, including understanding client-specific challenges and procurement cycles.
• Create tailored sales proposals addressing pain points, such as compliance (McCloud Remedy, TCFD), data accuracy, and member communication.

Client Relationship Management

• Build and nurture relationships with stakeholders, including pension administrators, scheme managers, and procurement teams.
• Act as the primary point of contact throughout the sales cycle, ensuring consistent communication and trust.
• Represent the company at conferences, forums, and industry events.

Solution Selling

• Demonstrate the capabilities of the pension software through presentations, workshops, and product demonstrations.
• Collaborate with technical and product teams to align solutions with client needs and regulatory requirements.
• Negotiate contracts and pricing in accordance with procurement guidelines.
• Liaise with client managers and the onboarding team to ensure a smooth transition.

Pipeline and Performance Management

• Manage a sales pipeline with long sales cycles (6–18 months), accurately forecasting potential revenue.
• Achieve and exceed sales targets.
• Maintain records of sales activity using CRM tools, ensuring transparency and reporting accuracy.
• Collaboration and Knowledge Sharing
• Work closely with marketing, product development, and customer success teams to ensure the delivery of value-driven solutions.
• Provide market feedback to influence product improvements and innovation.

Requirements

• Proven experience in B2B software sales, ideally with private/public pensions sector, LGPS or insurer clients.
• Strong knowledge of UK pensions legislation and administration, including familiarity with challenges like McCloud Remedy, GMP equalisation, and data migration.
• Excellent communication and presentation skills, with the ability to translate technical solutions into client benefits.
• Experience managing long sales cycles and navigating complex procurement processes.

Desirable:

• Familiarity with LGPS-specific tools or pensions software platforms (e.g., Civica Pensions, Altair by Aquila Heywood etc).
• Understanding of procurement frameworks (e.g., G-Cloud, local authority tendering processes).
• Experience in managing large accounts or enterprise software deals.

Qualifications:

• Bachelor’s degree in business, IT, or a related field (preferred but not essential).
• Sales certifications are a plus.

Work Environment:

• Hybrid or remote working, with travel to meet clients, attend events, and conduct demos.
• Periodic visits to Belfast or regional offices for team collaboration.