SaaS Sales - WealthTech - Private Banking/Wealth Management - London, UK
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 CLM/CRM 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.
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Sales - SaaS employer: Wiseman Family Office
Join a dynamic single-family office in Ilford, London, where you will play a pivotal role as a Portfolio Delivery Manager, ensuring the successful delivery of diverse projects and operational improvements. Our entrepreneurial work culture fosters innovation and collaboration, providing you with significant exposure to senior leadership and the opportunity to shape project delivery across multiple sectors. With a strong commitment to employee growth and a focus on diversity and inclusion, we offer a rewarding environment where your contributions will be both visible and impactful.
