Sales Lead (Financial Services)

CreateFuture is fast becoming the UK’s most recognisable digital consultancy, with years of experience building digital products and services for major organisations whilst putting our people first. We have offices in the centre of Edinburgh, Leeds, Manchester, and London as well as remote employees located throughout the country.

We are a team of creators - whether that’s code, project plans, go to market strategies, culture initiatives, marketing campaigns, large language models or people policies. And together, with our clients, we create the future. This has seen us collaborate and partner across a multitude of industries and sectors, with the likes of PayPal, adidas, Natwest, FanDuel and Money Saving Expert, to name just a few.

Our reputation as a partner determined to deliver high-quality, robust and thoughtful products has enabled us to scale to over 500 people in the last couple of years, and it is our amazing people - along with the safe, supportive and friendly culture we have built - that makes CreateFuture a great place to work. Don’t just take our word for it though, we have been recognised by Best Workplaces UK multiple years in a row - across a number of categories - and our employee exit rate is astonishingly low.

Join us on our journey… Let’s create something awesome, together, today.

As a Sales Lead (Financial Services) at CreateFuture, you will be a key player in driving new business growth within the financial services sector, aligned with our Industry strategy with a focus across key subsectors including wealth and pensions, retail banking, and asset management. You will be responsible for identifying, qualifying, and closing new business opportunities, working closely with stakeholders across target organisations to understand their challenges and shape impactful solutions.

What you’ll be doing:

• Lead the identification and pursuit of new business opportunities within the Financial Services sector - particularly the Wealth & Pensions, and Retail Banking sectors. By being active in the financial services community you’ll drive a targeted approach to networking, events, and outreach to build early stage leads and pipeline. With a focus on securing high-value clients and engaging with key decision-makers
• Develop and maintain a robust pipeline of leads and opportunities that you methodically qualify, accurately forecast revenue and deal progress, and provide regular updates to senior management. Ensure a smooth handover of won business to the Client Services and Delivery teams
• Cultivate and maintain strong relationships with C-level executives and other key stakeholders in target organisations. Understand their business needs, challenges, and priorities to recommend appropriate solutions
• Oversee the full sales cycle from lead generation to deal closure. This includes qualifying prospects, developing proposals with clear win strategies, delivering presentations, negotiating contracts, and finalising agreements.Achieve and surpass revenue targets by implementing effective sales strategies aligned to our industry strategies, managing the sales pipeline, and prioritising the closure of high-value deals

• Extensive experience ofbusiness development, sales, or similar experience in the Financial Services sector, with a proven track record of consistently meeting or exceeding sales targets in a hunter role.
• Exceptional negotiation, presentation, and communication skills, with a consultative selling approach. Experience with complex deal structuring and closing large, multi-year contracts. Proven ability to originate sales and cultivate relationships with C-suite clients, both at established and emerging organisations
• In-depth knowledge of the Financial Services industry, including key trends, the regulatory environment, technology solutions, and major players

  Understanding of digital technologies and approaches, and their application in transforming the financial services sector. This includes a strong understanding of the following:

  • Digital transformation
  • Design thinking and product / UX design
  • Front-end technologies (web, mobile, cross platform)
  • Cloud solutions (AWS, Azure, Google Cloud), migration and modernisation paths and operations (FinOps, AIOps).
  • Data and AI
  • Software Development Methodologies (DevOps, Agile, Scrum)
  • Quality Engineering / Testing practices

At CreateFuture, we challenge ourselves to go beyond the obvious and we care deeply about our craft and customers. With us, you’ll have ambitious projects to sink your teeth into and plenty of opportunities to learn and grow. You’ll be part of our safe, supportive and friendly culture - that looks after you - and join our team of genuinely great people.

Our benefits include:

• Total 35 days holiday (we have flexible bank holidays)
• Comprehensive private medical insurance
• Enhanced parental and adoption leave
• 1-1 professional financial coaching
• Pension - matched up to 5%

View our complete list of benefits here.

We’re looking for people within a commuting distance of ourhub locationsand who are flexible to travel to client sites and CreateFuture regional offices. We are very flexible and trust you to manage your own schedule to balance face-to-face time with clients, colleagues and working from home.

We create and reinforce a culture that rewards employees’ impact, not just activity. We trust our employees to work autonomously and promote ownership across all levels.

Our TA team aims to respond to all applications within a reasonable timeframe, regardless of if we are progressing with your application.

Our process:

1. 30 minute call with our Talent Acquisition Team
2. 1-hour Competency based interview
3. 90 minute Panel Interview & Presentation