Sales Account Manager

Plannr Technologies Ltd; Waterlooville; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading financial technology company in the Waterlooville area is seeking a Sales Account Manager. The ideal candidate will have at least 5 years of sales experience, particularly in CRM or B2B software sales. This full-time position emphasizes relationship building and strategic sales initiatives in a supportive environment. Flexibility for client meetings is a key component of this role, which is pivotal for the company's growth.

Benefits

Groundbreaking technology

Impact on company growth

Supportive environment

Flexible travel opportunities

Qualifications

• 5 years of sales experience in Backoffice/CRM sales, ideally in financial services.
• Strategic thinker focused on identifying opportunities and solving problems.
• Excellent communication skills and ability to manage multiple priorities.

Responsibilities

• Meet and exceed quarterly and annual sales targets.
• Present products and services to medium and large firms.
• Tailor product demos based on client needs.
• Identify and nurture leads through to close.
• Build long-term partnerships with clients.
• Gather client insights for product development.

Skills

Sales experience

Communication

Organizational skills

Problem-solving

Client relationship building

Job description

At Plannr, we are reimagining the financial planning experience - making it beautifully intuitive, seamless, and rewarding. In an industry burdened by outdated technology and complexity, Plannr is leading the charge to modernise financial planning with innovative solutions.

Our mission is simple yet transformative: to empower financial professionals with tools that make their jobs easier, their clients happier, and their businesses more efficient.

To help us continue expanding our offering, we’re in search of a Sales Account Manager to join our team.

Responsibilities

• Deliver Results: Meet and exceed quarterly and annual sales targets while upholding Plannr’s core values.
• Represent the Brand: Confidently present Plannr’s products and services to medium- to large-sized firms.
• Tailor Solutions: Develop customised product demos and proposals based on client needs and business goals.
• Drive the Sales Cycle: Identify and nurture leads, manage opportunities through to close, and transition new clients seamlessly to the implementation team.
• Forge Strong Relationships: Build long-term, trusted partnerships by understanding client needs, addressing concerns, and positioning Plannr as their ideal solution.
• Contribute Strategically: Gather client insights and relay feedback to influence product development and marketing initiatives.
• Champion Innovation: Introduce data-driven sales strategies, explore new approaches, and help establish partnerships to expand Plannr’s reach.

Qualifications

• A respected professional with 5 years of sales experience, ideally in Backoffice/CRM sales to the financial advice sector or B2B software sales and / or financial services.
• A strategic thinker who thrives on identifying opportunities, solving problems, and making a measurable impact.
• An excellent communicator with strong organisational skills and the ability to manage multiple priorities.
• Someone with a can-do mentality, eager to collaborate with a dynamic team.
• Bonus: Experience as a consultant in financial services or expertise in financial advice markets.

Benefits

• The chance to work with groundbreaking technology that is simplifying the financial planning industry.
• A role that allows you to have a tangible impact on the company's growth and success.
• A supportive, innovative environment where your expertise and insights are valued.
• Flexibility to travel, meet clients, and enjoy a balanced approach to work.

Location & Availability

We are only looking at candidates that can be available to visit the offices in Waterlooville / Portsmouth area a few times a week.

Role Details

Seniority level: Mid-Senior level. Employment type: Full-time. Job function: Sales and Business Development. Industries: IT Services and IT Consulting.

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