Sales Manager

Finance Unlocked Overview

Finance Unlocked​ is a fast growing start-up in the Fintech and Edtech space, founded in October 2017. It's the first on-demand, video-delivered learning and development platform built specifically for finance industry institutions and professionals. The content is brand new, curated and created by Finance Unlocked and presented by a global network of industry experts, each of them recognised as leading specialists in their field.

This is the perfect opportunity for a well rounded, experienced and results driven candidate, with a burning desire to make a significant impact on a company and market, you will be instrumental in building and executing the sales strategy on the frontline selling this new, globally relevant product.

Overview of Role

As an early stage employee, and the first sales hire of the Finance Unlocked team, you will be instrumental in helping sell a financial education platform with ambitious targets to enable Financial Institutions across the globe to upskill their workforce. Reporting to the Co-founder/Chief Commercial Officer, you will have an all encompassing sales role:

  1. Sales strategy and planning. ​Play an active role in reviewing and drawing up the sales strategy alongside the Chief Commercial Officer and CEO. You will be heavily involved in; identifying the addressable market, target verticals and clients, developing buyer personas, interrogating the commercial model, establishing targets and timelines and developing and executing on a plan.

  2. Sales pipeline creation. ​Develop, maintain and manage a sales pipeline. This may include potential clients from; founders network, inbounds, leads generated through marketing activity and your own network. You will implement a CRM and manage the process accordingly.

  3. Sales pitching, closing, upselling and reviewing. ​You will generate calls and face to face meetings to pitch and demonstrate the product. You will negotiate and close annual recurring contracts with a range of clients. Client relationship management will be key pre and post sale to build strong and long lasting relationships and manage account to ensure they have enough licenses. A structured review process should be implemented to ensure the process is continually optimised.


Sales Manager > Head of Sales > VP Sales > Chief Sales Officer

(We are looking for candidates across this spectrum)


  • Help build and maintain the sales strategy and plan

  • Understand the addressable market, competitors, target verticals and clients and buyer personas

  • Help develop the commercial model, targets, timelines and execution plan

  • Own and implement the CRM

  • Own, maintain and manage the sales pipeline and process end to end

  • Generate sales leads through your own network and agreed marketing activity

  • Generate sales calls and meetings, pitch and demo the product, either alongside the Chief Commercial Officer and CEO or by yourself

  • Close deals, generate contracts and invoices

  • Meet, liaise and manage internal and external stakeholders that touch the sales process

  • Own and develop a structured reviewing process

  • Think creatively and commercially to help in the business in the intersection between sales, product and content

    Essential attributes

  • 3-10 years sales experience (specifically within one or both of the following: B2B startups, financial services specifically banks)

  • Previous experience of owning and managing end to end sales processes

  • A “swiss army knife” type salesperson, with an extraordinary skill set, highly intelligent and a creative mind to overcome any obstacle

  • Very structured and methodical in order to manage the sales process and compliment the attributes of the Chief Commercial Officer

  • A quantitative approach to problem solving, ability to use data to identify effectively

  • Proven experience working with senior stakeholders and managing complex multi-faceted relationships

  • A strong desire to work in an entrepreneurial environment - we are focussed on creating value and growing quickly, rather than hierachy and process

  • Confident, presentable and able to represent Finance Unlocked both face to face and through video calls, emails and telephone calls

    Non essentials, but “nice to haves”

  • Experience working for a Fintech, or Financial services company

  • Experience working in an education environment (e.g. TeachFirst, EdTech company)

  • Experience in starting a business or building something from inception

    Our offer

  • A competitive salary (depending on your experience and skill-set)

  • Equity options

  • Commission

  • An engaging office environment in a WeWork in Central London, a collaborative and open team culture and one day per week working from home