Sales & Account Management Executive - Financial Services

Role Summary

We are looking for an experienced Sales executive to join our Account & Sales Team within our Client Lifecycle Management (CLM) business line. You will work directly with clients, prospects and business stakeholders and be able to sell professional services and products within the KYC, AML, and onboarding market . You will be responsible for refining, implementing, and running a sales strategy for the CLM business that covers the full range of our offering including Technology solutions, Managed Services, and Resource Augmentation.

This is an exciting role as we expand our capabilities globally. The preferred candidate will demonstrate an entrepreneurial spirit with a focused approach as we develop this fast-growing part of our business.

This is an individual contributor role reporting to our CLM EMEA Sales Director, utilising the network of the management team, the Delta Capita network, and a hands-on approach. This position is based in London and will be key to our regional growth. We operate under a hybrid work policy, but with the nature of the role, there will be an expectation to be based in our London office with the ability to meet clients on a regular basis.

 

To learn more about our CLM department click here Client Lifecycle Management (deltacapita.com)

Key Responsibilities:

  • Identify, develop, manage, and close new business opportunities within UK accounts for our Client Lifecycle Management business.

  • Identify market opportunities through meetings, networking, and other channels.

  • Act as the main point of contact for existing clients, responsible for managing existing client relationships and driving renewal opportunities.

  • Understand each customer’s business objectives, challenges, and issues and how we present Delta Capita’s outcome-based solutions to meet these objectives.

  • Document and manage dynamic account plans, encapsulating business requirements including white space and clear competitive replacement strategies.

  • Internal stakeholder management, ensuring effective communication and coordination across the organisation, with all levels of seniority.

  • Work with the wider Sales management team to develop a business plan and go-to-market/demand management initiatives leveraging DC’s organisation to develop core revenues and penetration across the account base.

  • Develop a 12-to-24-month pipeline of qualified incremental business opportunities.

Delta Capita specializes in providing managed services, technology solutions, and consulting to reinvent the financial services value chain across various sectors, including capital markets, retail banking, asset management, insurance, and pensions.

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