Job Description

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 market...

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