Client Accounts Executive

Cedar Management Consulting; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

IBS Intelligence (IBSi) in the Cedar-IBSi platform is seeking a Client Accounts Executive in the UK to drive revenue growth and deepen client engagement across FinTechs, banks and financial institutions. You will build the pipeline, run pre-sales conversations, and hand over to sales leadership.

Expect travel within the UK and EU, strong knowledge of IBSi products, and ongoing CRM forecasting, account mapping and market research.

Qualifications

• Bachelor's degree required with 3–5 years selling software or services to banks, FinTechs or investment firms.
• Proven ability to achieve sales targets and build long-term partner relationships.
• Willingness to travel within the UK and EU.

Responsibilities

• Drive revenue growth and sales of IBSi's offerings across UK and EU.
• Identify, qualify and convert new business opportunities with FinTechs, banks and financial institutions.
• Lead pre-sales conversations and coordinate with IBSi sales leadership.

Skills

Consultative selling

Pipeline management

Account management

CRM forecasting

Pre-sales

Education

Bachelor's degree

Tools

CRM tools (Salesforce)

Job description

ABOUT IBS INTELLIGENCE & THE CEDAR GROUP

Established in 1991 and headquartered in the UK, IBS Intelligence (IBSi) is the world's only pure‑play Financial Technology research, advisory and media firm, with global coverage and a 360° portfolio of intelligence offerings. For over 30 years, IBSi's expert teams have delivered independent, in-depth, actionable insight across Financial Technology and the global banking, consulting, technology and institutional‑investor world. IBSi covers 5,000+ FinTech vendors in depth — the largest such coverage by any research firm in the space — and its iconic annual Sales League Table has been the industry's barometer of global FinTech vendor performance for 20+ years, spanning 120+ leading participants across 150+ countries and 20+ system types.

IBSi is part of the wider Cedar-IBSi platform. The platform runs Cedar-IBSi FinTech Labs, a BankTech / B2B FinTech accelerator home to 70+ FinTechs since 2017; Cedar Hill Capital, an early‑stage venture capital fund backing founders building AI‑first enterprise technology for financial services; and Cedar, a 40‑year‑old global management consulting firm with deep expertise in business strategy and technology and digital transformation for financial‑services clients worldwide.

ROLE PURPOSE

The Client Accounts Executive owns revenue growth and client engagement for IBS Intelligence across the UK and EU, selling IBSi's flagship offerings into FinTechs, banks and financial institutions, consulting firms and investment firms.

ROLE OVERVIEW

As Client Accounts Executive for IBSi in the UK, you will build the pipeline, run pre‑sales conversations, and deepen relationships with existing and past clients. The role calls for a strong working understanding of IBSi's products, disciplined account mapping, opportunity identification and market research. It may also be titled Sales Executive or Business Development Executive.

KEY RESPONSIBILITIES

• Drive revenue growth and sales of IBSi's key offerings — including summit sponsorships, awards packages, Lab memberships and the IBSi Galaxy platform, among others.
• Identify, qualify and convert new business opportunities across FinTechs, consulting firms, investment firms (PE/VC) and banks / financial institutions in the UK and EU.
• Lead pre‑sales discussions with firms and hand over to IBSi sales leadership teams across key markets (India and the Middle East, among others).

Client relationship management

• Build and nurture long‑term relationships with stakeholders, decision‑makers and influencers across the FinTech and banking ecosystem.
• Maintain and deepen relationships with existing and past IBSi UK and EU clients through regular engagement.

Sales strategy & reporting

• Attend external industry events to network with organisations and identify new prospects.
• Develop and maintain a sales pipeline using CRM tools; report weekly progress and forecasts to management.
• Stay informed on FinTech innovations and competitor activity.

Internal collaboration

• Work closely with marketing on campaigns and lead generation; coordinate with delivery and research teams to ensure proposal and output quality; feed client needs back into product and research development.

QUALIFICATIONS & EXPERIENCE

Education: Bachelor's degree from a reputed university; postgraduates are welcome.

Experience: 3–5 years of experience selling software or services to banks, FinTechs, consulting firms and investment firms, with demonstrated success in achieving sales targets and building long‑term partner relationships.

Other: Willingness to travel within the UK and EU to engage with clients and attend events. Knowledge or experience of the FinTech, financial services or technology sectors is an added advantage.

SKILLS, DOMAIN & COMPETENCIES

Functional & technical skills: Consultative and solution selling; pipeline and account management; commercial proposal development; CRM discipline and forecasting; pre‑sales and opportunity qualification.

Banking & FinTech domain knowledge: Banking and financial‑technology market landscape; FinTech vendor ecosystem; how research, advisory and media offerings create value for banks, FinTechs and investors.

Behavioural competencies: Confident self‑starter; independence and ownership; excellent communication; commercial judgement; client orientation; resilience.

KEY STAKEHOLDERS

Internal: Head of IBSi, IBSi sales leadership across India and the Middle East, marketing, research and data teams, editorial and digital‑properties teams.

External: Banks and financial institutions, FinTech and technology vendors, consulting firms, investment firms (PE/VC), and event sponsors across the UK and EU.

CAREER PROGRESSION & SUCCESS

Progression: Subject to sustained performance, demonstrated capability and business requirements, the role offers a path toward senior commercial and account‑leadership positions within IBSi.

Success (first 12–18 months): The UK & EU territory meets or exceeds its revenue target; a healthy qualified pipeline is built and maintained; existing and past client relationships are re‑engaged and grown; CRM records and forecasts are accurate and reliable.