Account Executive - New Business Sales
Fully Remote (UK)
Company description Our client offers a secure, cloud-based reporting and financial planning system designed for advisers and their clients. The platform consolidates data from multiple sources into a single, normalized database, delivering powerful, intuitive reporting, planning & analytics tools. They serve financial planners, wealth advisers, family offices, private client accountants, lawyers, and fund managers, particularly those managing complex portfolios.


Job description *Prospect, identify, and reach out to target companies to build a self-sourced pipeline of qualified leads.
*Manage full sales cycles from outreach through to contract signature, including discovery calls, product demos, proposal production, negotiation, and closing.
*Work with marketing to refine messaging, go-to-market strategies, and lead generation channels.
*Build and maintain strong executive relationships within client organizations.
*Maintain accurate sales forecasts, pipeline metrics, and sales activity in CRM.


Requirements
The ideal candidate will have:
*At least 3-5 years of experience in B2B SaaS sales, ideally within fintech, wealth-tech, or financial services, with a proven track record of self-generating pipeline and closing deals.
*An entrepreneurial mindset, comfortable operating independently and building processes in a startup environment.
*A good understanding of the wealth management, financial advice, or family office ecosystem.
*An organized and metrics-driven approach, with experience managing a sales funnel end-to-end.
*A collaborative spirit, willing to influence product roadmap based on customer feedback.
*A quick learning ability and a strong desire for personal development and acquiring new skills.
What we offer *A high-impact role with significant ownership and direct influence on company growth.
*The autonomy to run your own pipeline, strategy, and day-to-day execution.
*Opportunities for professional growth as the company scales, potentially leading to building a sales team.
*Competitive base salary plus uncapped commission potential.
*Direct collaboration with leadership and product teams.


If you are a proactive, ambitious salesperson passionate about fintech and wealth technology, and you thrive in a high-ownership startup environment, we encourage you to apply. While we are keen to find the right candidate, please note that the hiring process may take some time as we carefully consider each application. Submit your CV and a brief note explaining your suitability for this exciting opportunity.