Account Executive

YuLife; Coventry; Hybrid; GBP 35,000 - 60,000; Full time

Benefits offered by this job

Base salary and/ or commission

Share options

Life assurance 6x

Private medical insurance

Health cash plan

Income protection

Pension contributions

25 days annual leave

Job summary

YuLife is seeking a proactive Account Executive for the Direct Sales Team to drive SME B2B opportunities, balancing hunter instincts with inbound leads. You will articulate value-led insurance and wellbeing solutions to organisations, leveraging AI tools to optimise the sales process and collaborating with marketing to expand the pipeline.

The ideal candidate has 1–2 years+ in SME B2B SaaS sales, a proven KPI track record, and a collaborative, driven mindset.

Qualifications

• 1–2 years+ experience selling into the SME B2B space across multiple industries

Responsibilities

• Identify and cultivate SME prospects via targeted account planning and outbound communication (phone, email, events, social media)
• Respond quickly to inbound enquiries to maximise opportunities
• Identify customer needs and deliver value-led solutions
• Apply MEDDPICC methodology throughout the sales process
• Utilise Claude AI to strengthen research, strategy and proposals
• Collaborate with marketing to build SME campaigns and grow the pipeline
• Drive referrals and cross-sell with Customer Success
• Sell carrier-underwritten products alongside YuLife's wellbeing platform
• Attend industry events; travel may be required
• Deliver a holistic wellbeing business case
• Develop insurance and wellbeing knowledge (paid study time)
• Accountability for monthly, quarterly and annual revenue targets

Skills

SaaS sales

SME B2B

Claude AI

HubSpot CRM

Self-starter

Tools

HubSpot CRM

Claude AI

Job description

About us:

YuLife is a tech driven insurance company on a mission to transform insurance into a force for good. We work with employers and insurer partners to deliver group insurance products that people actually engage with, helping shift the industry from claims led to prevention focused outcomes.

Our model combines insurance, technology, and behavioural science to create hyper engaging insurance experiences. Through our award winning platform, employees interact with their insurance every day, building healthier habits while staying protected. This engagement benefits everyone involved. Individuals are more proactive about their health, employers see stronger engagement and retention, and insurers benefit from improved risk profiles over time.

At YuLife, we are building a game changing insurance business with a clear commercial edge and a strong sense of purpose. Our culture reflects that ambition. We are a people first, values led company that believes great products are built by teams who feel trusted, supported, and inspired by the mission they are working on.

If you want to help reinvent a global industry, work on products with real world impact, and build alongside smart, kind, driven people, YuLife is a place where you can do meaningful work and grow with the business.

The role:

As an Account Executive on our Direct Sales Team, you will be a primary contributor to our lean, high-performing SME Sales team. You will be a mixture of a hunter; who lives for finding, developing and expanding opportunities for new business, whilst also working on inbound SME opportunities that come through our marketing activities. You will have to demonstrate experience and passion for helping organisations drive value to their employees through our holistic wellbeing solution. If working in a high-paced, exciting and rewarding team sounds exciting, then this is the role for you!

Day to day responsibilities include, but are not limited to:

• Ability to identify and cultivate SME prospects through targeted account planning and outbound communication strategies (phone, email, events and social media)
• The ability to respond quickly to inbound enquiries to maximise on the opportunity
• Identifying the customer's needs and requirements and delivering the best solution for your customer's challenges - value-led sale
• Utilise MEDDPICC sales methodology throughout the sales process
• Using AI tools like Claude to strengthen your sales process, from account research and MEDDPICC deal strategy through to building your business case and proposals
• Work with our marketing team to build SME targeted campaigns that open new opportunities for you to grow your sales pipeline
• Driving referrals and cross-sell opportunities by working closely with our Customer Success team
• Driving sales of our carrier-underwritten insurance products, such as PMI and dental, alongside YuLife's wellbeing platform
• Attending industry events and networking to build your pipeline, which may involve travel and can be at short notice
• Ability to deliver a holistic wellbeing business case
• Someone who is keen to understand and develop their insurance and wellbeing knowledge (paid study time will be provided)
• Accountability for monthly, quarterly and annual revenue targets

The ideal candidate will have:

• 1 – 2 years+ of experience selling into the SME B2B space, across multiple industries and stakeholders
• Proven sales track record with a history of meeting KPIs and exceeding sales quotas
• Hard-working and driven, with a genuine appetite for grafting and constantly chasing down new leads, not just working what's handed to you
• SaaS technology sales experience is preferable; insurance sales experience is a bonus, but not mandatory
• Comfortable using AI tools like Claude to work smarter and faster throughout the sales process
• Working knowledge of HubSpot or similar CRM platforms, with excellent administrative discipline keeping your data accurate and up to date
• Self-starter with the right character and can-do attitude, who collaborates well within a team and is inquisitive to learn and progress

What you’ll get:

We like to give more than we take so here are some of our benefits:

• Competitive base salary
• Potential to earn share options
• 6x salary life assurance
• Private Medical Insurance via Bupa
• Health Cash Plan via Medicash
• Income protection
• 3% company contribution to pension via salary sacrifice scheme
• 25 days Annual Leave + 1 Love being Yu (e.g your birthday, moving house anything else that is for Yu!)

Additional Perks:

• Access to the YuLife app (which includes a tonne of well-being rewards, discounts and exclusive offers as well as access to Meditopia and Fiit)
• £20 per month to a "be your best Yu" budget
• Unlimited Monthly professional coaching with More Happi
• OnHand Volunteering app
• Financial coaching with Octopus Money
• Generous parental leave
• Remote working package; includes laptop, desk, chair etc.
• Flexible and hybrid working with a lovely office between Moorgate & Old Street

Our framework and principles around hybrid working at YuLife.

Here at YuLife our values encompasses Love Being Yu and as a result we’re committed to diversity and inclusion. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, disability or any other protected class.

Read what one of our key investors has to say about our culture

At YuLife we turn financial products into a force for good and help companies empower their employees to be healthier and happier in mind and body.