Drive growth across the UK financial advice market by helping adviser firms unlock more value from Defaqto's market-leading solutions.
Role Overview:
As a Business Development Manager, you'll be responsible for developing relationships with financial advice firms, generating new business opportunities, and growing existing accounts across Defaqto's product portfolio. You'll identify challenges, demonstrate value-led solutions, and drive commercial growth through consultative selling.
This role combines outbound business development, account growth, and cross-selling within an established and highly respected fintech brand.
Who we're looking for
You'll have a couple of years' solid business development experience - ideally within the SaaS / fintech / financial services world.
- Proactively generate new business opportunities through outbound prospecting, networking, referrals, and market engagement.
- Build and manage relationships with financial advisers, practice principals, business owners, and other key stakeholders.
- Conduct discovery meetings and tailored product demonstrations that articulate business value and ROI.
- Develop and execute account growth plans across an existing portfolio of adviser firms.
- Identify upsell and cross-sell opportunities
- Manage opportunities throughout the full sales cycle, from prospecting through to negotiation and close.
- Collaborate with marketing, product, customer success, and sales operations teams to maximise client outcomes.
- Maintain accurate pipeline management, forecasting, and CRM records.
- Keep up to date with market trends, regulatory developments, and the challenges facing adviser businesses.
- Consistently achieve and exceed individual sales targets and revenue objectives.
Essential requirements:
- Proven experience in a Business Development Manager, Account Manager, Sales Executive, or similar client-facing commercial role.
- Strong track record of achieving revenue targets through new business acquisition and account growth.
- Experience managing multiple opportunities and sales cycles simultaneously.
- Excellent communication, presentation, negotiation, and relationship-building skills.
- Ability to conduct consultative, value-based sales conversations with senior decision-makers.
- Highly self-motivated, proactive, and comfortable working in a target-driven environment.
- Strong commercial awareness and a results-focused mindset.
- Experience using CRM systems to manage sales activity and pipeline progression.
Desirable requirements:
- Knowledge of the UK financial advice, wealth management, mortgage, or broader financial services sector.
- Experience selling SaaS, data, technology, research, compliance, or subscription-based solutions.
- Understanding of adviser firms, adviser workflows, and the challenges faced by financial advisers.
- Experience of cross-selling multiple products and services within an existing client base.
- Familiarity with sales engagement, outreach, or call intelligence platforms.
Your approach to work:
- Proactive and self-motivated.
- Commercially minded and results-focused.
- Confident building relationships with advisers and business owners.
- Curious, adaptable, and quick to learn.
- Resilient and comfortable with outbound sales activity.
- Collaborative and supportive of team success.
- Takes ownership and accountability for results.
Location:
This is a hybrid role - you'll spend 2 days each week working in the office with your team and the remainder from home.
Right to Work:
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
