Role overview
- Our client is looking for a confident, relationship-driven SaaS Sales Executive to help expand their footprint across the investment and data technology sectors. You’ll work closely with decision-makers at investment firms to uncover challenges, design smart data-driven solutions, and close meaningful, long-term deals.
- You’ll partner with the technical and client delivery teams to ensure a seamless customer experience, from first conversation to successful implementation.
Duties
- Drive new business growth by identifying and engaging senior stakeholders (CIOs, CTOs, Heads of Data).
- Lead discovery sessions to understand client needs and present tailored SaaS solutions.
- Manage a full sales cycle — from pipeline building to closing and handover.
- Collaborate closely with data engineers and analysts to design and scope client solutions.
- Maintain accurate CRM records, ensuring visibility and pipeline forecasting.
- Provide market and competitor feedback to support product and strategy development.
- Build lasting client relationships built on trust, value, and partnership.
Requirements
- 5–8 years of B2B SaaS sales experience (ideally in data, fintech, or investment tech).
- Proven track record in consultative, complex solution selling.
- Skilled at building relationships with senior technical and business stakeholders.
- Confident communicator — able to explain complex data concepts simply.
- Strong listening, questioning, and negotiation skills.
- Comfortable working remotely and managing your own pipeline.
- Bonus: Exposure to investment management, financial services, or analytics platforms.