Business Development Manager

SimplyBiz PLC; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Defaqto is seeking a Business Development Manager to drive growth across the UK financial advice market. You will develop relationships with adviser firms, generate new business opportunities, and grow existing accounts within Defaqto's fintech portfolio.

The role blends outbound development with cross-selling in a respected brand. You’ll work to identify challenges, demonstrate value-led solutions, and deliver revenue growth through consultative selling.

Qualifications

• Proven experience in a Business Development Manager or similar role.
• Track record of achieving revenue targets through new business and account growth.
• Experience managing multiple opportunities and sales cycles.

Responsibilities

• Generate new business opportunities through outbound prospecting and networking.
• Build and manage relationships with financial advisers and business owners.
• Conduct discovery meetings and product demonstrations to articulate ROI.
• Develop and execute account growth plans across an existing portfolio.
• Manage opportunities through full sales cycle from prospecting to close.
• Collaborate with marketing, product, and customer success teams to maximise client outcomes.
• Maintain accurate pipeline, forecasting and CRM records.

Skills

Business development

Account management

CRM systems

Relationship building

Sales negotiations

Tools

CRM systems

Job description

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.