Sales & Account Management Executive – Financial Services – Consulting

Overview

In this role you drive new business for Delta Capita’s Consulting line, selling transformation, risk, regulation, data, technology and AI services to financial institutions. You’ll work closely with clients and stakeholders, shaping go-to-market strategies and expanding our footprint in the London market. The role blends hunter activities with account strategy, leveraging the Delta Capita network to deliver client value. This is an entrepreneurial, client-facing position with a clear growth mandate.

Responsibilities

• Identify and close new business opportunities within UK accounts for the Consulting business
• Spot market opportunities through meetings, networking and channels
• Assess opportunities to expand support to existing clients
• Understand client objectives and map Delta Capita offerings to meet them
• Grasp core consulting offerings to enable initial conversations before involving SMEs
• Document and manage dynamic account plans with white space and competitive strategy
• Coordinate with internal stakeholders across the organization
• Collaborate with management to develop a go-to-market plan and demand initiatives
• Develop a 12–24 month pipeline of qualified incremental opportunities

Key requirements

• Extensive experience in sales and managing client relationships
• Proven ability to acquire new logos and drive new business development
• Experience in or with financial institutions, within consulting practice areas
• Experience with or close to service providers to Financial Services clients
• Knowledge of sales lifecycle including RFPs, contracts, proposals, and pricing
• Familiarity with sales tooling like Salesforce and related processes
• Proven ability to manage multiple sales cycles and grow net new and existing business
• Interest and understanding of the financial industry sector and competitive landscape

• Excellent interpersonal and communication skills
• Commercially driven with proven results
• Self-managed, energetic, flexible, capable of remote work
• Salesforce
• RFPs, proposals, pricing
• Contract and proposal management

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