ABOUT IBS INTELLIGENCE & THE CEDAR GROUP
Established
in 1991 and headquartered in the UK, IBS Intelligence (IBSi) is the world's
only pure-play Financial Technology research, advisory and media firm, with
global coverage and a 360° portfolio of intelligence offerings. For over 30
years, IBSi's expert teams have delivered independent, in-depth, actionable
insight across Financial Technology and the global banking, consulting,
technology and institutional-investor world. IBSi covers 5,000+ FinTech vendors
in depth — the largest such coverage by any research firm in the space — and
its iconic annual Sales League Table has been the industry's barometer of
global FinTech vendor performance for 20+ years, spanning 120+ leading
participants across 150+ countries and 20+ system types.
IBSi
is part of the wider Cedar-IBSi platform. The platform runs Cedar-IBSi FinTech
Labs, a BankTech / B2B FinTech accelerator home to 70+ FinTechs since 2017;
Cedar Hill Capital, an early-stage venture capital fund backing founders
building AI-first enterprise technology for financial services; and Cedar, a
40-year-old global management consulting firm with deep expertise in business
strategy and technology and digital transformation for financial-services
clients worldwide.
The Client Accounts Executive owns revenue growth and client engagement for IBS
Intelligence across the UK and EU, selling IBSi's flagship offerings into
FinTechs, banks and financial institutions, consulting firms and investment
firms.
As Client Accounts Executive for IBSi in the UK, you will build the pipeline, run
pre-sales conversations, and deepen relationships with existing and past
clients. The role calls for a strong working understanding of IBSi's products,
disciplined account mapping, opportunity identification and market research. It
may also be titled Sales Executive or Business Development Executive.
Revenue
generation & pipeline ownership
– Drive revenue growth and sales of
IBSi's key offerings — including summit sponsorships, awards packages, Lab
memberships and the IBSi Galaxy platform, among others.
Business
development & market expansion
– Identify, qualify and convert new
business opportunities across FinTechs, consulting firms, investment firms
(PE/VC) and banks / financial institutions in the UK and EU.
– Lead pre-sales discussions with
firms and hand over to IBSi sales leadership teams across key markets (India
and the Middle East, among others).
Client
relationship management
– Build and nurture long-term
relationships with stakeholders, decision-makers and influencers across the
FinTech and banking ecosystem.
– Maintain and deepen relationships
with existing and past IBSi UK and EU clients through regular engagement.
Sales
strategy & reporting
– Attend external industry events
to network with organisations and identify new prospects.
– Develop and maintain a sales
pipeline using CRM tools; report weekly progress and forecasts to management.
– Stay informed on FinTech
innovations and competitor activity.
Internal
collaboration
– Work closely with marketing on
campaigns and lead generation; coordinate with delivery and research teams to
ensure proposal and output quality; feed client needs back into product and
research development.
QUALIFICATIONS & EXPERIENCE
Education: Bachelor's degree from a reputed
university; postgraduates are welcome.
Experience: 3–5 years of experience selling
software or services to banks, FinTechs, consulting firms and investment firms,
with demonstrated success in achieving sales targets and building long-term
partner relationships.
Other: Willingness to travel within the UK
and EU to engage with clients and attend events. Knowledge or experience of the
FinTech, financial services or technology sectors is an added advantage.
Functional &
technical skills: Consultative
and solution selling; pipeline and account management; commercial proposal
development; CRM discipline and forecasting; pre-sales and opportunity
qualification.
Banking & FinTech
domain knowledge: Banking
and financial-technology market landscape; FinTech vendor ecosystem; how
research, advisory and media offerings create value for banks, FinTechs and
investors.
Behavioural
competencies: Confident
self-starter; independence and ownership; excellent communication; commercial
judgement; client orientation; resilience.
Internal: Head of IBSi, IBSi sales leadership
across India and the Middle East, marketing, research and data teams, editorial
and digital-properties teams.
External: Banks and financial institutions,
FinTech and technology vendors, consulting firms, investment firms (PE/VC), and
event sponsors across the UK and EU.
Progression: Subject to sustained performance,
demonstrated capability and business requirements, the role offers a path
toward senior commercial and account-leadership positions within IBSi.
Success (first 12–18
months): The UK &
EU territory meets or exceeds its revenue target; a healthy qualified pipeline
is built and maintained; existing and past client relationships are re-engaged
and grown; CRM records and forecasts are accurate and reliable.
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