This role involves developing lead generation strategies, managing CRM dashboards, and leading sales presentations to establish new partnerships within the Accountancy sector.
We are a growing FinTech company looking for a talented and enthusiastic individual to join our team. As we expand, this position offers the perfect opportunity to make a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.
Requirements
- Develop and implement strategic lead generation initiatives to acquire new Introducer Partners within the Accountancy sector.
- Manage and maintain team dashboards on Customer Relationship Management (CRM) platforms, including Hubspot and Salesforce, to track performance and inform strategy.
- Lead external sales dialogues and presentations with potential partners, driving forward the conversion of new leads into successful partnerships.
Nice To Have:
- Working knowledge of Hubspot
- Working knowledge of Salesforce
- Knowledge of Insignis
Benefits
- 25 days holiday (exc. Bank holidays)
- 5% Pension contributions
- Private medical insurance with Vitality
- Health cash Plan offering contributions to dental, optical and much more
- Enhanced Parental Leave
- Cycle to Work Scheme
- Monthly team lunches, quarterly company socials
Working Pattern
We recognise the value of in person collaboration and operate a hybrid working model from our London office. Our teams work onsite 3 days a week (Tuesday to Thursday) and remotely for 2 days, providing flexibility alongside the benefits of working together.
Top Skills
CRM
Hubspot
Salesforce
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