SAAS Sales Executive - Private Banking - Fintech

SAAS Sales Executive - Private Banking - Fintech

We are seeking a highly motivated and bright SAAS Sales Executive to join our growing team at Wealth Dynamix, an award-winning FinTech firm based in London. The role offers an exciting opportunity to be part of one of the fastest-growing FinTech companies in Europe, focusing on delivering innovative Client Lifecycle Management solutions to the wealth management industry.

About Us

• Wealth Dynamix provides digital solutions to simplify client management for wealth management and private banking firms.
• Our flagship product is a multi-award-winning digital Client Lifecycle Management (CLM) platform.
• We operate globally with offices and clients across three continents, headquartered in the UK.

Role Overview

The SAAS Sales Executive will lead sales efforts for our CLM product, focusing on acquiring new clients, expanding existing relationships, and influencing strategic direction within the wealth management and financial services sectors. The ideal candidate will have a deep understanding of SaaS solutions, strong business development skills, and the ability to engage with C-level decision-makers.

Key Responsibilities

• Sales Leadership & Strategy: Manage the entire sales cycle, develop sales strategies, and achieve revenue targets.
• Business Development: Identify new market opportunities, generate leads, and develop client relationships.
• Client Relationship Management: Build and maintain strong relationships, understand client needs, and ensure customer satisfaction and retention.
• Product & Industry Knowledge: Become an expert in our CLM product and stay informed about industry trends.
• Collaboration & Support: Work with marketing, product, and client success teams; lead negotiations; represent the company at industry events.
• Sales Process Improvement: Use CRM tools effectively and continuously seek process enhancements.

Why Join Us?

• Opportunity to work in a rapidly growing FinTech environment with excellent career progression.
• Experience diverse digital transformation projects across a global client base.
• Investment in employee development through the WDX Academy.
• Flexible working options including remote work.

Ideal Candidate Profile

• 5-7 years of SaaS sales experience, preferably in fintech, wealth management, or financial services.
• Proven success in achieving sales targets and revenue growth.
• Strong understanding of SaaS business models and enterprise sales.
• Expertise in consultative selling and building relationships with senior stakeholders.
• Proficiency with CRM tools like Salesforce or HubSpot.

Preferred Skills

• Industry knowledge in fintech or financial services.
• Experience with Client Lifecycle Management tools.
• Collaborative experience across product, marketing, and client success teams.

Key Performance Indicators

• Meeting sales targets and revenue goals.
• Growing the sales pipeline.
• Ensuring client retention and satisfaction.
• Improving sales processes and team performance.

If you are looking for a career-defining opportunity in a diverse and inclusive culture, we would love to hear from you. Apply now to join our innovative team!