
11 - 50 employees
💼 Consulting
💳 Fintech
🤝 B2B
Consulting • Fintech • B2B
Blueleaf Wealth is an all-in-one wealth management platform designed for Advisors who prioritize strong relationships with their clients. The platform focuses on enhancing client experiences through its comprehensive features, including Reporting, Billing, Rebalancing, and Practice Management. By providing tools for effective Client Engagement, Blueleaf Wealth aims to help Advisors deliver exceptional service and foster loyalty among their clientele.
🔥 5 minutes ago
Where this job comes from
Posted on Blueleaf Wealth's careers page, not through a job board
First seen by Remote Rocketship 5 minutes ago

11 - 50 employees
💼 Consulting
💳 Fintech
🤝 B2B
Consulting • Fintech • B2B
Blueleaf Wealth is an all-in-one wealth management platform designed for Advisors who prioritize strong relationships with their clients. The platform focuses on enhancing client experiences through its comprehensive features, including Reporting, Billing, Rebalancing, and Practice Management. By providing tools for effective Client Engagement, Blueleaf Wealth aims to help Advisors deliver exceptional service and foster loyalty among their clientele.
• Lead, manage and motivate the sales team to achieve individual and collective revenue, margin and new business targets • Translate Blueleaf's sales strategy into clear team objectives, territory plans and measurable activity goals • Monitor the sales pipeline, forecasts, conversion rates and performance data, taking action where required • Provide regular coaching, one-to-ones, performance reviews and development support • Ensure CRM records, reporting and sales activity are accurate, consistent and completed on time • Support the team with complex opportunities, customer presentations, commercial proposals and negotiations • Collaborate with Marketing to develop campaigns, generate quality leads and maximise engagement across target markets • Partner with Account Managers and operational teams to ensure smooth handover of new business and a positive customer experience • Maintain commercial awareness across pricing, margin, competitor activity, customer needs and market developments • Represent Blueleaf at customer meetings, conferences, exhibitions and industry events • Develop understanding of Blueleaf's products and services so the team can provide relevant, value-led solutions • Promote a positive, inclusive and high-performing sales culture aligned with Blueleaf's values and business objectives • Work closely with the Sales & Marketing Director and teams across Marketing, Account Management, Operations, Finance and Customer Services
• At least 5 years' successful sales experience, including experience leading or coaching a sales team • Proven experience managing sales pipelines, forecasts, targets and performance reporting • Experience producing and presenting persuasive commercial proposals and solutions • Excellent interpersonal, written and verbal communication skills, with confidence influencing at all levels • Strong leadership skills with the ability to motivate, develop and support others • Commercially focused, with a good understanding of revenue, margin and customer value • Highly organised with the ability to prioritise competing demands • Analytical and confident using data to identify trends, risks and opportunities • Strong decision-making, problem-solving and negotiation skills • Knowledge of CRM systems, sales reporting and performance measures • Experience within the care, healthcare or social care sector would be advantageous • Experience selling furniture, equipment, consumables or service solutions to care providers would be desirable • Experience managing remote or geographically dispersed employees would be beneficial
• 36 days' holiday inclusive of bank and public holidays • Enhanced pension scheme • Eligibility for inclusion in a discretionary bonus scheme • Death in Service cover • Access to Medicash, providing cashback towards everyday healthcare costs • Wellbeing benefits, including an Employee Assistance Programme • Remote working • Opportunity to take on an influential leadership role and contribute directly to business growth
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