Finance Sales Specialist

Finance Sales Specialist

Full-Time 30000 - 40000 £ / year (est.) Working from home possible
Tide

At a Glance

  • Tasks: Engage with small businesses and guide them through their finance application process.
  • Company: Dynamic commercial finance broker with a focus on innovation and teamwork.
  • Benefits: Health insurance, flexible working, 25 days holiday, and a £1,000 development budget.
  • Other info: Enjoy a remote-first model and opportunities for career growth.
  • Why this job: Join a vibrant team and help businesses thrive with tailored finance solutions.
  • Qualifications: Experience in sales or commercial finance with strong communication skills.

The predicted salary is between 30000 - 40000 £ per year.

Responsibilities:

  • Contact, engage and manage small‑business customers through their application process.
  • Build and nurture working relationships with commercial lending partners.
  • Become confident in articulating the Funding Options proposition and service.
  • Outbound prospect customers from our CRM.
  • Work closely with the Lead Generation team, providing feedback and advice where appropriate.
  • Build on your knowledge of business finance and gain an in‑depth understanding of the wide variety of lenders and products in the market.
  • Confidently articulate the different finance options available to customers across multiple business finance product classes.
  • Maintain accurate, up‑to‑date information on any prospects you speak with (in Salesforce).
  • Monitor and identify trends while adding new or enhanced customer profile information into Salesforce.
  • Keep up to date on industry trends, market and competition.
  • Actively share stories and successes with the wider organisation through relevant communication channels.

Qualifications:

  • Experience in commercial finance or in a customer‑facing sales role.
  • Experience working in a 360 sales role and/or outbound prospecting.
  • A proven track record of successfully meeting and exceeding revenue‑based targets.
  • Excellent communication and interpersonal skills.
  • A results‑oriented work ethic with impeccable attention to detail, determination and drive.
  • A strong commitment to delivering the highest level of customer service.
  • Excellent organisational and analytical skills, with the ability to work well under pressure.
  • Quick and effective troubleshooting skills.
  • Strong ability to engage and quickly establish strong working relationships.
  • An independent self‑starter who works backwards from targets to ensure effective execution.

Benefits & Compensation:

  • Vitality health insurance, with a proactive focus on mental and physical wellbeing.
  • 24/7 employee assistance programme.
  • 25 days holiday, with the ability to purchase additional days.
  • £1,000 professional development (L&D) budget per year.
  • Salary‑sacrifice benefits such as cycle‑to‑work scheme and pension contribution.
  • Spacious brand‑new office on Liverpool Street with an all‑day snacks bar.
  • Enhanced family‑friendly leave.
  • 24 hours paid volunteering time off per year.
  • Flexible working options.
  • Sabbatical leave.
  • Share options.
  • Remote‑first working model: you can work from home or anywhere in the world for up to 90 days a year.

EEO Statement:

We are an equal‑opportunity employer that values diversity and inclusion. We consider every applicant irrespective of ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran status, neurodiversity, or disability status.

Finance Sales Specialist employer: Tide

As a Finance Sales Specialist at our company, you will thrive in a dynamic and supportive environment that prioritises employee wellbeing and professional growth. With benefits like a generous L&D budget, flexible working options, and a modern office located on Liverpool Street, we foster a culture of collaboration and innovation, ensuring you have the tools and opportunities to excel in your career while maintaining a healthy work-life balance.

Tide

Contact Details:

Tide Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Finance Sales Specialist

Tip Number 1

Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.

Tip Number 2

Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!

Tip Number 3

Practice your pitch! Be ready to confidently articulate your experience and how it aligns with the role. Use specific examples from your past that demonstrate your skills in commercial finance and customer engagement.

Tip Number 4

Don’t forget to follow up! After interviews or networking chats, send a quick thank-you note. It shows your appreciation and keeps you fresh in their minds as they make decisions.

We think you need these skills to ace Finance Sales Specialist

Customer Engagement
Commercial Finance Knowledge
Sales Experience
Outbound Prospecting
CRM Proficiency (Salesforce)
Communication Skills
Interpersonal Skills

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your CV and cover letter for the Finance Sales Specialist role. Highlight your experience in commercial finance and customer-facing sales, as this will show us you understand what we're looking for.

Showcase Your Communication Skills:Since excellent communication is key in this role, use your application to demonstrate your ability to articulate ideas clearly. We want to see how you can engage with customers and build relationships right from the start.

Be Results-Oriented:We love a results-driven mindset! Include specific examples of how you've met or exceeded targets in previous roles. This will help us see your determination and drive to succeed in our team.

Apply Through Our Website:Don't forget to submit your application 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 on joining StudySmarter!

How to prepare for a job interview at Tide

Know Your Stuff

Make sure you brush up on your knowledge of business finance and the various lending options available. Being able to confidently articulate these options will show that you're not just interested in the role, but that you understand it too.

Build Rapport

Since this role involves engaging with small-business customers, practice your interpersonal skills. Think about how you can quickly establish a connection with potential clients during the interview. A friendly, approachable attitude goes a long way!

Showcase Your Sales Skills

Prepare examples from your past experiences where you've successfully met or exceeded sales targets. Highlight your 360 sales experience and any outbound prospecting you've done. This will demonstrate your results-oriented work ethic and determination.

Stay Updated

Keep yourself informed about industry trends and market competition. During the interview, you might be asked about recent developments in commercial finance, so being knowledgeable will set you apart as a candidate who is genuinely engaged in the field.