Senior Sales Director


🤔 Who are we and why do we do what we do?

We are a data and payments company on a mission! We’re a group of developers, financial experts, and optimists who share a vision for improving the financial wellness of people, their businesses, and their communities.

We started this company with the aim of changing how the industry used and viewed data. As architects of Open Banking, Open Finance, and Open Data, we strive to be a force for good — changing the status quo of how businesses interact with people. We strive to serve the whole population through every change in their finances.

We do this by powering businesses through our APIs and PFT solutions as well as our own personal financial management app for consumers.

We can only do that by being an inclusive and diverse organisation. We invest in our people, and enjoy an environment focused on innovation, collaboration and openness.

💰 What do we offer?

We champion flexibility, and we trust and respect our employees to deliver results in a way that best suits them, working around their own lives and commitments.

We live and breathe a fantastic culture of remote working and you will perform your duties predominantly from your home. However, the heart of Moneyhub is in Bristol and from time to time you will be required to attend company meet ups

As well as a truly flexible approach, we also offer a fantastic range of benefits, including:

• Remote working - with quarterly away days, regular team meeting and face to face client meetings as required
• 10% contribution towards your Pension from your very first day with us;
• 25 days of holiday (plus bank hols), rising to 30 days after two years;
• Choose to take your entitlement to UK bank holidays at other times based on your own days of significance;
• Private medical insurance, including cover for pre-existing conditions, plus dental and optical benefit;
• Six week Moneyhubber Family Pay when you become a new parent;
• Permanent health insurance and life cover  - much greater than the industry standard (death in service);
• Employee assistance programme;
• Professional development support, with dedicated allowance of time and money;
• Life event leave;
• Cycle to work scheme;
• EV Salary sacrifice scheme;
• £750 towards professional memberships
• Remote working benefits, including work from almost anywhere, access to co-working spaces and support for your home office set-up
• High spec laptop
• Holiday purchase and more

Requirements

👀 Sounds great right? What will you be doing?

Moneyhub has a vision to Enhance the Lifetime Financial Wellness of People, Their Communities and their Businesses. We are achieving this with our B2B2C business model. 

We are  seeking a highly driven, inspirational Senior Sales Director. This role is suited to someone who believes that relationship-based sales can unlock large opportunities for tech-oriented products and solutions. The job of the Senior Sales Director is to find, excite and ultimately convert early adopters, market leaders and prospects who likely can’t see the wood from the trees.

Working with marketing and pre-sales (i.e Product Consultants), you will work the leads generate, go find some yourself, create sales opportunities and convert them to new logo clients, which then our Key Account Director continues to nurture. You can call on support from the Product Director, Propositions Director, Product Consultants and Marketing team.

The Senior Sales Director we are looking for will have sold to, and likely been part of, the world of Financial Services and wider. They will know how to engage the right buyers (and be clear who they are), support and influence the range of decision makers and influencers that will secure the sale, and either delivered or sold technology-based products or propositions as well. 

The right person will open opportunities of varying sizes from small fintech to large CMA9 banks, adapting our collateral, product demonstrations and other pre-sales materials including pitch packs, presentations and proposal documents.  We have also  worked closely with Government on legislation including Open Banking, The Data Bill, Consumer Duty and Pensions Dashboards all of which are driving a new data driven industrial revolution and prospects alike.

Key Responsibilities

• Using existing contacts to open new potential opportunities
• Using existing Moneyhub relationships to open new product discussions
• Cultivating and converting sales opportunities with target revenue clients
• Working to ensure that opportunities are in line with our strategic, technical and commercial guidelines
• Ensure that our Salesforce CRM and sales tracking is accurate and up-to-date
• Engage in and lead campaign activity, events and webinars etc as a deliverer of go-to-market plans
• Acting as an ambassador for Moneyhub within industry forums and conveying our mission, vision and values as well as our technical capabilities
• Help to prepare internal management reports, Board papers on sales pipeline progression and sales process tracking on a regular basis and as required
• Commercial modelling for all opportunities, working with the MD 

Sales Opportunity Managerment :

• Work collaboratively with the MD of Personal Finance Tech and the Product Director to maximise new business win opportunities
• Co-ordinate the requisite materials to support new business pitches, working with Marketing and external support as required to deliver sales collateral
• Prepare product demonstrations, prototype solutions and presentation material to help to secure new business wins in conjunction with colleagues
• Ensure that the CRM system is fully updated in terms of leads, accounts, contacts and opportunities with links to supporting correspondence, proposals and meeting notes etc
• Support the coordination of internal and external meetings, bid reviews, supporting agendas and meeting notes
• Be responsible for RFP and bid responses
• Be able to build and recommend the commercial options, and lead on negotiation 

Sales Reporting and Documentation Management:

• Produce reports, in Salesforce, for the MD to monitor follow-ups required; the progression of opportunities through pipeline stages and through the concluding contract phase
• Ensure that the requisite checks are made in the sales process to manage business risks including pricing, legal and regulatory compliance, technical and operational support
• Draw upon and build out the library of presentation material and RFI/RFP responses

What we need from you:

• A systematic and energetic approach to achieve business objectives with the experience and gravitas to secure significant deals
• A great track record in sales, preferably with some experience in one of our target industries and an ability to sell concepts and experience with Open Finance applications in relevant market sectors - insurance, banking, investments or loans
• You are great with people and have the ability to build lasting working relationships as demonstrated by your network
• Able to influence and work collaboratively across the entire organisation, from sales to technology, getting everyone on-board with support for new business requirements
• Strong communication skills, with an eye for design and effective presentation methods
• The drive and determination to make things happen when they need to, and pragmatically solving problems as they come up
• Strong tactical thinking and problem-solving skills 
• Collaborative and curious mindset, open to exploring new ways of doing things 
• An approachable team player, keen to develop a career in sales 
• Expect to be physically visiting clients 3-4 days per week (most of our clients are London based though some are headquartered in the rest of the UK).