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Business Development Executive - E-learning for Financial Services

Job reference:
£25K +
Job type:
Perm - Non-consulting
CRM / Customer experience, Marketing & Sales
Date posted:
This vacancy has now expired.

Our client is a global provider of digital education solutions to large corporates, with a focus on financial services. The online learning industry is one of the fastest growing in the world and their history of innovation has allowed them to operate at the frontier, their success comes down to a joint passion for education and technology.

 This role will be part of a newly created lead management function within the business development team. It has the following primary responsibilities

1. Managing the end to end lead enquiry and qualification process. This includes exploring prospect interest in a relationship with the company across all offerings and supporting the business development team in converting enquiries into phone consultations and proposals

2. Working with the Marketing and Business Development teams to manage the development and delivery of campaigns and associated workflow and tools

3. Generating new business leads and opportunities throughout the UK and continental Europe through inbound and outbound contact, managing the lead funnel to a high degree of accuracy

4. Developing professionally written proposal and pitch material of the highest quality and content and managing the end to end bid process

• Analyse the market and think laterally to target opportunities for global growth

• Connect and speak with senior managers across key industry sectors such as investment banks, asset management companies, healthcare, pharmaceuticals, energy, oil and gas with a consultative sales approach

• Responsible for setting up the new operating model for lead management including data, tools and processes

• Develop and set KPIs for lead management such as conversion and qualification

• Develop sustainable automated lead reporting in the form of pipeline information and dashboards to support business decision-making

• Conduct client and industry research as necessary to support client conversations

• Develop bids and proposals for RFIs/RFPs/PQQs and other client submission documents using relevant market, industry, technical and functional content and a variety of internal and external sources and well as quality assurance and management of those.

• Prepare and conduct knowledge transfer to business development team including appropriate market insight

• Conduct phone and in person consultations with prospects and enable a positive client experience

• Share knowledge from leads and prospect calls with entire team to inform and iterate lead strategy

• Work in partnership with Marketing to create and validate target data sets and prospect lists for campaign distribution and analyse post-campaign feedback


• Degree educated, finance or related discipline is desirable with a desire to work in a results-driven sales role

• Strong Microsoft Office Skills are essential including good working knowledge of MS Word, Excel, PowerPoint, and Outlook

• Prior knowledge of working in a B2B sales environment, CRM tools and sales metrics

• Strong stakeholder management

• Comfortable with data manipulation and development of dashboards and reports

• Can-do entrepreneurial attitude and self-starter mentality

• Excellent organizational skills with the ability to multi-task

• Strong interpersonal & collaborative skills

• Highly resilient and ability to deal with ambiguity

• Highly effective communication skills (both verbal and written) are essential

• Competent and professional manner, particularly in client facing situation

Please send your CV to

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