Strategic Sales Manager

Job Description

Twenty7tec transforms financial advice through technology. We partner with businesses of all sizes who share our ambition to simplify, streamline and digitise financial services in the mortgage and wealth markets. All our partners are different, so our technology can be customised to meet both the needs of the business and the needs of the client. As such, we need talented people to join our growing team and are excited we have new opportunities to do so.

We now have an exciting opportunity for a Strategic Sales Manager to join our team. This is a senior role within the New Sales team responsible for driving new logo acquisition across the full product portfolio and managing the complete end-to-end sales cycle. The role requires a proactive approach to prospecting and pipeline development, with the ability to identify, engage, and convert high-value opportunities.

The successful candidate will build and nurture strong client relationships, adopting a consultative, solution-led sales approach to understand customer needs and position tailored solutions that deliver measurable value. Acting as a key ambassador for the organisation, the individual will represent the brand at industry events and networking opportunities to enhance market presence and generate strategic opportunities.

The role also requires strong commercial acumen, including strategic sales planning, pipeline management, and accurate forecasting to consistently achieve and exceed revenue targets.

About Us

The power and benefits of great financial advice are unquestionable. Twenty7tec, through our Velocity platform, is committed to designing and building exceptional technology that supports mortgage, protection, and wealth advisers in delivering exceptional client outcomes. Our technology is used by advisers, lenders, product providers, and financial institutions to underpin the effective delivery of financial advice to millions of consumers in the UK. On a daily basis, over 16,000 mortgage, protection and wealth advisers utilise our Velocity platform.

Twenty7tec is a diverse employer, and we understand that everyone is unique. If you require additional information or reasonable adjustments to help you with your application or interview, we would be very happy to assist. If your application is successful and you are invited to an interview, we will provide you with an information sheet giving insight into our interview process, so you know what to expect.

Recruitment Process

Applications for this role may require a short online assessment to establish competency in certain skill areas. If your application is successful, you will be invited to a short telephone screening call with a member of our HR team. This is an informal conversation to find out a little more about you and your expectations ahead of potentially moving on to a formal interview. If you are invited to an interview, this may be carried out at our Bournemouth office, or online via a video call depending on your location. Interviews are conducted with the line manager for this role. A second interview may be required depending on the specific job role and may be attended by a member of senior management where required. Don’t worry though, we’re all very friendly!

Job Requirements

About You

You will have:

• Minimum of GCSE in English and Maths at Grade C (or equivalent)
• A minimum of 2 years B2B/B2C sales experience
• Experience of working within financial services
• A minimum of 2 years account management or sales experience
• Be able to demonstrate excellent interpersonal skills, able to relate and build strong working relationships with a wide range of clients

Job Responsibilities

You Will:

• Identify and pursue strategic sales opportunities, developing and executing against a sales plan to exceed revenue targets
• Build and maintain a strong pipeline of qualified prospects and opportunities
• Develop and nurture long-term relationships with key decision-makers and stakeholders
• Understand client goals, challenges, and objectives, proposing tailored solutions that deliver measurable value
• Lead client meetings, presentations, and product demonstrations with confidence and professionalism
• Manage the full sales cycle from prospecting through to negotiation and contract close
• Maintain accurate and up-to-date records of sales activity, pipeline, and account information in the company CRM system (Salesforce)
• Provide regular updates on pipeline performance, sales activity, and revenue forecasts to support reporting against targets

The above is not an exhaustive list of duties and you will be expected to perform additional or other duties as necessary to meet the needs of the business.

Job Benefits

You'll be joining a company that looks after its people. Twenty7tec is currently ranked as a "Best Technology Company" to work for and holds the 'Good Business Charter' official accreditation

• Sales Bonus (performance-based)
• Flexible working location (Hybrid)
• Increase on length of service up to a maximum of 28 days holiday plus bank holidays
• Enhanced Maternity and Paternity Leave
• Pension scheme
• Death In Service Insurance
• Income Protection Insurance
• Financial coaching and salary advance platform
• Cycle to work scheme
• Learning and development opportunities, including licence to our online learning platform
• Wellbeing programme, including access to Mental Health First Aiders
• Bupa Health care plan options - Medical and Dental (dependent on length of service)
• Dog-friendly office
• In-person and remote social events throughout the year
• Salary Range - Basic £55,000 - £80,000 GBP