Sales Director

Reporting to: Chief Revenue Officer

Location: Primarily UK based although other locations considered based on experience

Salary: Competitive with commission scheme

About us

At ZILO™, we’re focused on transforming technology with a unified solution that redefines possibilities. Our mission goes beyond digital transformation—it’s about enabling our users to modernise and expand their services in a way that’s built to last.

This journey of transformation requires strong, collaborative relationships to craft a single, seamless global solution. With a design-driven approach and a strong drive to push boundaries, our team has crafted a platform that addresses the full breadth of global transfer agency, providing firms with the agility and reliability legacy systems never could.

We value collaboration, creativity, and continuous improvement. Our team is committed to achieving our goal of becoming the market-leading solution in tech. If you’re passionate, interested in tech and looking to make a meaningful impact, we’d love to hear from you and explore how you can join us on this transformative journey

About this role

ZILO has already established itself as an innovator and disruptor in the Transfer Agency space and its continued growth requires the addition of a Sales Director to help drive and deliver on developing opportunities.  

The ideal candidate will have a proven track record of selling innovative financial technology solutions to the financial services industry, including banks, investment and wealth firms. This role demands a strategic thinker with exceptional negotiation skills, a deep understanding of the financial services landscape, and the ability to build and maintain strong client relationships and deliver against revenue targets. 

Responsibilities 

• Identify, develop and close new Sales Opportunities: Working with the Chief Revenue Officer, develop and execute a comprehensive sales strategy to drive revenue growth and achieve sales targets within the financial services industry. 

• Client Relationship Management: Whilst the role is primarily to find, target and close new opportunities, the successful candidate will also need to establish and nurture long-term relationships with key decision-makers and stakeholders at financial institutions to secure new business from existing professional network and accounts. 

• Target influencer network to drive referrals and recommendations. 

• Build market awareness of ZILO and generate leads through attendance at industry events, briefings and roundtables. 

• Ability to present and demonstrate our financial technology solutions to prospective clients, effectively communicating the value proposition and addressing client needs and concerns. 

• Negotiation and Closing: Lead complex sales negotiations, prepare and present proposals, and close deals to meet or exceed sales targets. 

• Collaboration: Work closely with cross-functional teams, including product development, marketing, and customer support, to ensure alignment and deliver exceptional customer experiences. 

• Provide feedback from clients to product teams. 

• Pipeline Management: Maintain an accurate and up-to-date sales pipeline, track progress against sales targets, and provide detailed and accurate sales forecasting regularly to senior management. 

• Compliance and Ethics: Adhere to all regulatory requirements and ethical standards when conducting sales activities. 

Requirements

Skills and attributes 

• A minimum of 7-10 years of proven sales experience meeting and exceeding sales targets within the financial technology sector, specifically selling to financial services institutions. 

• Exceptional written and verbal communication skills. 

• Strong negotiation and closing abilities. 

• Proven ability to build and maintain client relationships at senior levels. 

• Excellent listening and presentation skills. 

• Strategic thinker with a deep understanding of the financial services industry. 

• Proficiency in CRM software and sales analytics tools. 

• Ability to work independently and as part of a team.

• High level of integrity and professionalism. 

• Adaptable and able to thrive in a fast-paced environment. 

• Results-driven with a strong sense of accountability. 

Benefits

• Enhanced leave - 38 days inclusive of 8 UK Public Holidays  

• Private Health Care including family cover  

• Life Assurance – 5x salary  

• Flexible working-work from home and/or in our London Office  

• Employee Assistance Program  

• Pension  

• Buy and Sell holiday scheme 

• The opportunity for “work from anywhere/global mobility”