Bdm - Strategic Accounts

3 months ago


Aylesbury, United Kingdom Defaqto Full time

**Are you looking for a strategic sales role in a growing, highly respected FINTECH organisation with excellent brand awareness in the market and rated as **_Outstanding_** by Best Companies to Work For?**

Do you have the following essential experience:

- A proven track record in business-to-business sales to medium to large companies
- A background in the UK financial services industry
- An understanding of the opportunities, challenges and needs of financial advisers

**At Defaqto,** we are on a mission to empower everyone to make smarter financial decisions, and we want you to be a part of our exciting journey to become the #1 provider in the UK. We are committed to excellence, not only in our people but also across our diverse portfolio of products:

- Expert Ratings for Consumers: We empower consumers by providing expert financial guidance at a glance.
- Innovative Financial Planning Software: We develop solutions that simplify complex financial planning for millions.
- Mission-Critical Technology: Behind the scenes, our technology is transforming the way product manufacturers optimise financial products for the market.

**So, why join Defaqto?**
- **Impactful Work**:Every year, we support over 50 million financial decisions with a combined value exceeding £80 billion. Your contributions will directly influence and shape the financial landscape.
- **Exciting Growth Opportunities**: Our recent acquisition by Fintel PLC and ambitious growth plans mean Defaqto is set to double in size over the next 3-4 years, meaning more opportunity for you to grow and develop.
- **Collaborative Culture**: Collaboration is not just encouraged, but celebrated. We believe in a supportive environment where ideas are valued, and skills are recognised.
- **A healthy work / life balance - **working from the office a minimum of twice per week when your team colleagues are also in the office.
- **An excellent benefits package - **full range of core and flexible benefits to choose from.
- **Free onsite parking **and only 10 minutes walk from the railway station.
- **Hybrid working**

Ready to be a part of something big? Read on and help us continue to lead the way in making financial decisions smarter for everyone.

**Purpose of the role**

The role will be a combination of cultivating new relationships and growing existing client relationships to maximise revenue.

Key Responsibilities include but are not limited to:

- Making strategic deals with large UK Financial advice firms/networks.
- Generating new business opportunities for software via network and outreach.
- Working across different Defaqto brands
- Owning and delivering account strategies for key targets
- Presenting at industry events in order to promote Defaqto’s products and services and generate leads
- Build a solution based around understanding the client’s needs
- Conduct in-depth demonstrations of Defaqto software Implement adoption and growth strategies within accounts

**What you will need to succeed**:

- A proven track record in business-to-business sales to medium to large companies and ideally have a background in the UK financial services industry and of the opportunities, challenges and needs of financial advisers.
- Ability to build strong commercial relationships, an understanding of how to uncover opportunities/challenges and present the solution in a meaningful way
- Develop and maintain account development plans for each assigned client.
- The ability to determine and utilise appropriate sales strategies and tactics to ensure that activity levels are maintained

**Please note**:
You will need a valid UK driving licence and be able to travel with overnight stays as and when required.
- Fintel plc _and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010._
- We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership._
- For these reasons we strongly en_courage suitably qualified applicants from a wide range of backgrounds._



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