Wiseman Family Office
Sales - SaaS
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SaaS Sales - WealthTech - Private Banking/Wealth Management - London, UK
A global wealth management platform is seeking a driven and experienced SaaS Sales specialist to lead sales efforts for their flagship CLM product. This is a high-impact role focused on new business development, client relationship management, and strategic growth.
You will be instrumental in accelerating the growth of their SaaS revenues, owning the full sales cycle - from prospecting to closing - and positioning their CLM as the preferred solution for private banks, wealth managers, and financial institutions.
Key Responsibilities
- Own the full sales pipeline, from initial outreach to final negotiation.
- Sales-driven individual and able to target new clients and expand existing accounts.
- Build strong relationships with C-level stakeholders, identifying needs and aligning solutions.
- Input into go-to-market plans, campaigns, and account-based strategies with marketing and product teams.
- Monitor industry trends and competitor activity to refine positioning and uncover new opportunities.
- Maintain accurate pipeline data and reporting to ensure visibility and strategic forecasting.
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Requirements
- 5–7 years’ experience in B2B SaaS sales, ideally in WealthTech/Fintech or enterprise software.
- A strong sales track record, consistently hitting targets and managing complex deal cycles.
- Expertise in consultative selling, understanding client challenges and aligning value propositions.
- Skilled at navigating enterprise clients, especially within financial services or wealth management.
- Proficient with CRM tools (e.g., Salesforce or HubSpot), and confident in sales forecasting and reporting.
- Familiarity with CLM/CRM tools or similar SaaS platforms.
- Experience selling into private banks, wealth managers, or asset managers is essential
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