Senior Sales Director, Moneyhub
More information about location
3-4 days a week in office
Financial management solutions
Open for applications
Financial management solutions
101-200 employees
Open for applications
More information about location
3-4 days a week in office
101-200 employees
Company mission
To improve the financial wellness of people, their businesses, and their communities.
Role
Who you are
- Proven track record in sales within one of our target industries (insurance, banking, investments, or loans) and experience selling tech-based products or propositions
- Ability to sell concepts and experience with Open Banking or Open Finance applications
- Strong relationship-building skills, demonstrated by an existing network
- Ability to influence and collaborate across the organisation, from sales to technology
- Strong communication skills, with an eye for effective design and presentation
- The drive and determination to make things happen, with pragmatic problem-solving skills
- Strong tactical thinking and problem-solving abilities
- A collaborative and curious mindset, open to exploring new ways of doing things
- An approachable, team-player attitude, with ambitions for a growing career in sales
What the job involves
- Your main responsibilities will be to identify, engage, and convert early adopters and market leaders who may not yet recognise the value of our solutions
- Lead Generation & Conversion: Utilise existing contacts and Moneyhub relationships to open and convert sales opportunities
- Client Engagement: Cultivate relationships with both new and existing clients, ensuring they align with our strategic, technical, and commercial guidelines
- Sales Management: Keep our Salesforce CRM accurate and up-to-date; prepare internal management reports and board papers on sales pipeline progression
- Campaign Participation: Lead and engage in campaign activities, events, and webinars as part of our go-to-market plans
- Industry Representation: Act as an ambassador for Moneyhub within industry forums, conveying our mission, vision, values, and technical capabilities
- Sales Opportunity Management:
- Collaborate with the MD of Personal Finance Tech and the Product Director to maximise new business opportunities
- Coordinate materials for new business pitches, working with Marketing and external resources as needed
- Work with Product Consultants to prepare product demonstrations, prototype solutions, and presentation materials to secure new business
- Maintain comprehensive CRM records, including leads, accounts, contacts, and opportunities
- Support logistics for internal and external meetings, bid reviews, and associated documentation
- Lead on RFP and bid responses, building and recommending commercial options, and negotiating deals
- Sales Reporting and Documentation Management:
- Generate reports in Salesforce to monitor opportunity progression and follow-ups
- Ensure sales process checks are in place to manage business risks, including pricing, legal and regulatory compliance, and technical support needs
- Build out a library of presentation materials and RFI/RFP responses
Salary benchmarks
Our take
2022 saw large changes to the FCA (Financial Central Authority) and its Consumer Duty regulations, which has meant that companies such as Moneyhub, an Open Finance data and payments platform, are more important than ever.
Moneyhub has gone from strength to strength as a data analytics for finance platform. A winner of the UK Fintech Awards 2021, Moneyhub helps businesses develop better ways to engage with their customers through consent-driven data. It also gives companies and people the power to make more informed decisions about risk management and investment through their big data.
The influx of VC funding Moneyhub has received reflects the growing need for more powerful financial management and customer engagement tools, especially as corporation tax and cost of living rise exponentially. Moneyhub is a leader in this area, at a time when companies like it are under more pressure to help navigate a rocky economy.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Some candidates hear
back within 2 weeks
51% employee growth in 12 months
Company
Funding (2 rounds)
Dec 2022
$19m
EARLY VC
Oct 2022
$44.3m
EARLY VC
Total funding: $63.3m
Company benefits
- 10% toward each person’s pension
- Private medical insurance, accepting of all pre-existing conditions
- Support for your mental, financial, and professional wellbeing including 24/7 access to a GP online for consultations
- Flexible working
- 25 days holiday, plus bank holidays and the option to buy more
- Family pay for all new parents
- Personal development fund
- Professional memberships
Company values
- Agile - Moneyhub is responsive, adaptive and flexible in the face of changing priorities and client needs. It uses data to anticipate what those needs will be. It tests, refines and adapts. Moneyhub keeps its head up and is quick to jump in when needed.
- Nurturing Team - Moneyhub creates an environment where everyone can thrive and grow.
- Product - Moneyhub is always testing, maintaining and improving its product. Moneyhub codes with an eye to the future.
- Customers - Moneyhub creates long-lasting relationships with customers by going the extra mile.
- Collaborative - Moneyhub works openly and easily with each other, its clients and users. Moneyhub sees its clients as friends who help make the product better and make a difference to end users. It communicates clearly and has well-defined roles and responsibilities.
Company HQ
Redcliffe, Bristol, UK
Articles
Leadership
Samantha Seaton
(CEO)Currently member of Pension Dashboard Steering Group, Non-Executive Director of Charities Aid Foundation, Advisory Board for The Big Exchange and Co-Founder of Open51.
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