Business Development Manager

Business Development Manager

Department: Sales

Employment Type: Permanent - Full Time

Location: London

Reporting To: Sales Director

Description

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.

What you'll do

• 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.

What you'll need to succeed:

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.

Important to know:

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.

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