Salesforce Sales Executive (Financial Services)

Cooper Parry; London; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading company is seeking a Sales Executive with experience in Financial Services to drive growth by connecting clients with Salesforce solutions. The role offers opportunities for professional development and a flexible working environment.

Benefits

Flexible working arrangements

Tailored training for development

Comprehensive wellbeing support

Volunteering opportunities

Qualifications

• Experience selling Salesforce solutions into Financial Services companies.
• Track record of exceeding sales targets and following up on leads.

Responsibilities

• Develop and execute strategies to acquire new clients in Financial Services.
• Build tailored proposals showcasing Salesforce's professional services.
• Maintain a pipeline of qualified prospects for consistent growth.

Skills

Sales Expertise

Relationship Building

Problem Solving

Resilience

Job description

About the role...

Are you an experienced sales professional looking for your next challenge? Do you love building relationships and making an impact on clients’ businesses?

Cloud Orca is growing, and we’re looking for a Sales Executive with knowledge and experience in Financial Services to join us on this journey.

About the team…

Cloud Orca is an award-winning team of creative, established, and experienced Salesforce consultants who maximize everything Salesforce has to offer. As a key part of Cooper Parry’s digital strategy, it’s an exciting time to be part of this rocket ship.

About the day-to-day…

As a Sales Executive, you'll play a pivotal role in driving growth by connecting businesses in the Financial Services industry with our Salesforce professional services. You’ll leverage your software expertise to identify client needs, deliver tailored solutions, and close deals that transform businesses.

You can expect to be involved in (including but not limited to):

• Developing and executing strategies to acquire new clients in Financial Services
• Building tailored proposals showcasing the value of Salesforce's professional services
• Collaborating with internal teams to ensure seamless onboarding and client success
• Maintaining a pipeline of qualified prospects to ensure consistent growth

The role is also designed to support your growth and development throughout your career. You’ll have access to a wide range of knowledge and support from Managers to Partners, all eager to help you push further.

About you...

At Cooper Parry, we’re in it together. All we ask is that our people play all in. You’ll continually strive to keep learning—whether you’re a trainee or a Partner—and you’ll be brave, stepping out of your comfort zone to tackle new challenges. Above all, be nice. It’s a simple notion, but an irreplaceable part of what makes CP, CP.

In addition to these core values, as a Salesforce Sales Executive, you should:

• Have sales expertise: a hunter mentality with a track record of exceeding targets and following up on warm leads
• Experience selling Salesforce solutions into Financial Services companies
• Strong knowledge of the Financial Services industry, e.g., Fintech
• Be a relationship builder: a persuasive communicator who thrives on creating lasting client connections
• Be a problem-solver: able to identify challenges and craft innovative solutions
• Be resilient: a self-starter who thrives under pressure and bounces back from setbacks

About us...

Cloud Orca is an award-winning team of creative, established, and experienced Salesforce consultants that maximize everything Salesforce has to offer. As a key part of Cooper Parry’s digital strategy, it’s an exciting time to be part of this rocket ship.

We’re dubbed ‘the rebels of accountancy’. We’re straight-talking, never afraid to share our opinions. We prioritize people and relationships over products and services, delivering a streamlined, client-focused service—free from unnecessary red tape.

Our achievements include:

• Best Companies’ No.1 Accountancy Firm & No.30 Best Large Company to Work For in the UK
• Became B Corp Certified in 2023, and we’re still the UK’s largest accountancy B Corp, measuring and improving our impact beyond business for a brighter tomorrow
• Achieved 6 awards at the Inspiring Workplace Awards in 2024, recognized for Inspiring Culture and Purpose, Wellbeing, Employee Voice, and Employee Experience

What’s in it for you?

We trust our people to make the right decisions for themselves—regarding how they dress, where they work, and how often they take holiday. We offer flexible working arrangements, along with the trust and accountability to deliver.

Our culture is centered on our people. We offer:

• Supported development with tailored training to help you learn and progress
• A flexible hybrid working approach
• Empowerment and trust to do your best work
• Comprehensive wellbeing support for physical, mental, spiritual, and financial health
• Volunteering opportunities to engage with local communities and charities

We believe everyone performs best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities employer, we will work with you to ensure you have everything needed to succeed.

Feel free to contact us with questions about our commitment to Diversity & Inclusion or accessibility during the application process.

Note: For agencies, unsolicited CVs will not be considered. We only accept CV submissions for roles briefed by our Talent Acquisition team.

#LI-MH1