Client Director (Tier 1 & Tier 2 banks, lenders, Business Development Director)

PEXA Group; England; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading technology firm in the UK is seeking a Client Director responsible for driving revenue growth and establishing partnerships with UK mortgage lenders. The ideal candidate will have over 10 years of experience in sales, demonstrated leadership in FinServ, and a track record of successful relationship management at the C-suite level. This full-time position offers a flexible salary depending on experience.

Qualifications

• Minimum of 10 years in revenue-generating roles meeting or exceeding sales targets in FinServ.
• Experience in a senior leadership position for at least 5 years.
• Proven track record of technology (SaaS) related sales to senior stakeholders.

Responsibilities

• Develop and implement strategies to drive revenue growth.
• Foster strong relationships with key customers and partners.
• Support the company’s growth strategy and develop go-to-market plans.

Skills

Business Development

Sales Experience

Direct Sales

B2B Sales

Marketing

Sales Pipeline

Salesforce

Strategic Planning

Enterprise Sales

Negotiation

Lead Generation

Contracts

Education

Bachelor's degree in Business, Marketing, Finance or a related field

Master's degree or MBA preferred

Tools

Salesforce CRM

Job description

Hi we are PEXA!

We know you’ll Google us before applying so let’s keep this brief. PEXA revolutionised the way that property is settled in Australia turning a paper‑based process into a digital one. Our solution is a world‑first with over 500 people across Australia and an expanding international team we’re helping 20 000 families into their homes each week.

We’re passionate about solving problems for our customers always striving to set the standard for how property is bought and sold. Being awarded as one of the best places to work in Australia is a recognition of our culture and commitment to innovation, customers and our community.

We’re growing fast that is where you come in.

We believe our success in Australia is worth sharing and that our proven technology will advance how the UK buys and sells homes.

Establishing ourselves within the UK in late 2020 we are committed to collaborating with lawyers, conveyancers, lenders, government and the property industry to set the new standard for both remortgages and buying and selling property.

Why become a PEXArian

Great question! Being a PEXArian is so much more than just a job. We’re a passionate, motivated and unashamedly enthusiastic bunch at PEXA we love what we do and we’re proud to admit it! Creating brilliant experiences for our members and their clients wouldn’t be possible without ensuring we deliver an exceptional employee experience.

Your growth

We encourage you to hit your personal and professional learning and development goals with our tailored programs and tools.

Your wellness

We care about your holistic wellbeing.

Your work / life blend

We know that work is just one aspect of your life we want to help you create your ideal work / life blend rather than squeezing in life around work.

The Client Director will be responsible for driving revenue growth through the deployment of our innovative services with all UK mortgage lending banks and overseeing all commercial activities with lenders in the company. This includes leading the sales activity with assigned Tier 1 and Tier 2 lenders including defining a strategy, mapping relationships and ensuring internal advocacy and support.

The primary objective is new business revenue with a key focus on UK lenders of all sizes but with a bias towards Tier 1 lenders with whom you will lead the sales effort. You will therefore have experience in and be comfortable with establishing and building relationships with CXO client stakeholders.

The role will establish relationships with and bring on partners that may be key enablers to build our customer base (e.g. mortgage origination providers, practice management system providers) which includes the negotiation of contracts and deal execution.

Salary: Flexible depending on experience with significant OTE.

Key Accountabilities

• Revenue Growth: Develop and implement strategies to drive revenue growth and achieve financial targets. Deliver personal targets for revenue on volumes and new customer onboarding.
• Leadership: Demonstrate role‑model behaviours to inspire and motivate the more junior members of the team including colleagues from other functional areas.
• Strategy Development: Support the company’s growth strategy and develop go‑to‑market plans for new products and services.
• Customer Relationships: Foster strong relationships with key customers and partners to drive loyalty and long‑term business success.
• Revenue Expansion: Identify and explore new channels and opportunities for revenue expansion.
• Forecasting: Ensure sales and revenue forecasts are qualified and validated with opportunities clearly categorised and tracked.
• Collaboration: Work closely with other departments to ensure alignment on goals and execution plans.
• Budget Management: Develop and manage budgets for all revenue‑related activities ensuring efficient use of resources.
• Risk Management: Identify and mitigate risks related to revenue generation and market competition.

Skills & Experience Required

• Education: Bachelors degree in Business, Marketing, Finance or a related field. Masters degree or MBA preferred.
• Experience: Minimum of 10 years of experience in revenue‑generating roles meeting or exceeding sales targets in FinServ with at least 5 years in a senior leadership position.
• Market knowledge: Existing relationships and a track record of technology (SaaS) related sales to senior stakeholders (ideally C‑Suite level) in major banks, building societies, challenger banks and the Property Market in general across the UK is critical. Primary domain knowledge in the processing of mortgages and payments is desirable.
• Sales Expertise: Proven track record of driving sales growth and leading high‑performing sales teams. Knowledge of and practical application of Miller‑Heimann sales methodology and the use of Salesforce CRM is desirable.
• Marketing Knowledge: Strong understanding of marketing principles including digital marketing, brand management and lead generation.
• Customer Success: Experience in developing and implementing customer success strategies to drive retention and growth.
• Business Development: Demonstrated ability to identify and capitalize on new business opportunities.
• Analytical Skills: Strong analytical and problem‑solving skills with the ability to interpret data and make data‑driven decisions.
• Communication: Excellent verbal and written communication skills with the ability to influence and negotiate effectively.
• Stakeholder Management: The ability to effectively navigate and ultimately manage complex client stakeholder structures.

Key Attributes

• Relationship Builder: Builds strong relationships externally and also internally.
• Thought Leader: Demonstrable thought leadership in the sector and with credibility to articulate the PEXA value proposition in a meaningful way.
• Visionary: Ability to foresee market trends and develop strategies that capitalize on opportunities.
• Strategic Thinker: Strategic mindset with the ability to develop and execute long‑term plans.
• Customer‑Centric: Focus on understanding and meeting the needs of customers to drive satisfaction and loyalty.
• Collaborative: Team player who can work effectively across departments and build strong relationships.
• Results‑Driven: Strong focus on achieving targets and driving business outcomes.
• Innovative: Creative thinker who can develop new and innovative approaches to revenue generation.
• Resilient: Ability to thrive in a fast‑paced dynamic environment and manage change effectively. Able to perform where there is ambiguity and shows a proactive and pragmatic mindset.
• Ethical: Commitment to integrity, transparency and ethical leadership.

Sounds like you

We at PEXA are ready so if this role sounds like you apply today.

To be conducted as part of post‑offer employment checks

The personal information we have collected from you will be shared with Cifas who will use it to prevent fraud and other unlawful or dishonest conduct, malpractice and other seriously improper conduct. If any of these are detected you could be refused certain services or employment. Your personal information will also be used to verify your identity. Further details of how your information will be used by us and Cifas and your data protection rights can be found at Cifas.

GDPR Compliance

Digital Completion UK Limited (trading name PEXA) Optima Legal Services Limited (trading name Optima Legal) and Smoove Limited (a holding company which comprises of the following wholly owned trading subsidiary companies: United Legal Services Limited, United Home Services Limited, Legal‑Eye Limited and Amity Law Limited) are all owned directly by DigCom UK Holdings Limited which is a wholly owned subsidiary of PEXA Group Limited in Australia (ACN; ASX: PXA) (referred to collectively as PEXA Group).

When we process your applicant personal data for recruitment purposes we do so as a controller. If as part of the recruitment process we share your personal data with another company within the PEXA Group that company may process your personal data as either an independent controller or in certain circumstances a joint controller. By applying for this role you consent to us processing your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018 and further information can be found in our privacy notice.

Key Skills

• Business Development
• Sales Experience
• Direct Sales
• B2B Sales
• Marketing
• Sales Pipeline
• Salesforce
• Strategic Planning
• Enterprise Sales
• Negotiation
• Lead Generation
• Contracts

Employment Type

Full‑Time

Experience

Years

Vacancy

1