Sales Manager

We're looking for a commercially driven Sales & Operations Manager to help scale an innovative employee financial wellbeing solution that is changing the way employers support their workforce.

This solution combines regulated debt intervention services, personalised financial coaching, and savings enablement to help employees reduce financial stress, improve their financial position, and build long-term resilience.

In this role, you'll take ownership of the sales journey from qualified introduction through to signed agreement, while ensuring operational excellence across the commercial pipeline. You'll work closely with senior HR, Payroll, Finance, and Executive stakeholders, helping organisations implement meaningful financial wellness initiatives that create measurable impact for both employers and employees.

This is an exciting opportunity for someone who enjoys combining sales, relationship management, commercial operations, and process improvement in a fast-growing environment.

What You'll Be Doing

Drive New Business Growth

• Convert qualified opportunities into signed client agreements.
• Lead consultative sales conversations with HR, Payroll, Finance, and Executive decision-makers.
• Understand client challenges and position solutions that deliver meaningful business and employee outcomes.
• Conduct presentations, discovery sessions, demonstrations, and commercial discussions.
• Manage negotiations and guide opportunities through to closure.
• Maintain a healthy sales pipeline and consistently achieve revenue targets.

Partner with Relationship Managers

• Work closely with Relationship Managers to identify opportunities within existing client portfolios.
• Collaboratively develop account growth strategies.
• Support clients throughout the sales process while ensuring a seamless experience.

Own Commercial Pipeline Management

• Manage the full sales pipeline through Monday.com.
• Ensure opportunities are accurately tracked and progressed.
• Monitor conversion rates, sales performance, and pipeline health.
• Maintain high levels of data integrity and reporting accuracy.
• Develop dashboards and reporting views that provide visibility across the commercial function.

Manage Contracts & Client Handover

• Coordinate agreement and contract processes with internal stakeholders.
• Ensure all documentation is completed accurately and efficiently.
• Facilitate smooth handovers to implementation teams.
• Maintain alignment between sales commitments and operational delivery.

Support Commercial Planning & Reporting

• Prepare pipeline and performance reports for leadership.
• Participate in sales forecasting, planning, and budgeting activities.
• Identify trends, risks, and opportunities within the sales funnel.
• Recommend improvements that enhance sales effectiveness and operational efficiency.

What We're Looking For

Experience

• Minimum 3 years' experience in a quota-carrying B2B sales role.
• Proven track record of consistently closing deals and achieving sales targets.
• Experience selling solutions to HR, Payroll, Finance, or Executive stakeholders.
• Experience in business development, account management, sales operations, or commercial enablement.
• Hands-on experience with CRM or workflow management systems, with Monday.com experience highly advantageous.
• Experience managing commercial agreements and contracts through to completion.

Industry Exposure (Advantageous)

• Fintech
• Employee benefits
• HR technology
• Payroll solutions
• Financial wellness programmes
• Debt counselling or debt management solutions
• Consultative selling
• Sales operations
• Presentation and communication skills
• Reporting and data analysis
• Project coordination
• Process improvement
• Commercial acumen
• Cross-functional collaboration

You'll Thrive in This Role If You Are

• A natural relationship builder who enjoys engaging with senior decision-makers.
• Commercially driven and motivated by achieving results.
• Comfortable balancing strategic sales conversations with operational detail.
• Adaptable, resourceful, and able to work in a fast-moving environment.
• Passionate about solutions that create meaningful social and financial impact.
• Equally comfortable leading a client meeting, analysing pipeline data, or improving internal processes.

Why Join Us?

This is more than a sales role. You'll be helping employers tackle one of the biggest challenges facing today's workforce, employee financial stress, while contributing to a solution that improves the lives of thousands of employees and their families.

• If you're looking for an opportunity that combines commercial growth, operational leadership, and meaningful impact, we'd love to hear from you.

#J-18808-Ljbffr