CLM Sales Director - London

Role Summary

This is a great opportunity to join our fast-growing Client Lifecycle Management Business within Delta Capita working with some of the world's leading financial institutions.

Our Client Lifecycle Management (CLM) Services provides end-to-end KYC/AML and client due diligence (CDD) capabilities to help organisations optimise the management of their client lifecycle. Our CLM team combines extensive experience with domain expertise in delivering KYC/AML services across multiple organisations underpinned with an in-depth knowledge of AML regulations and supported by an eco-system of proprietary technology accelerator solutions.

Client Lifecycle Management and KYC/AML related programs of work are at the heart of the DC organisation. We have proven experience in building on this domain knowledge to deliver operating efficiencies and enhancing throughput and quality for the future. We have locations and live engagements across the UK, Europe, North America, and Asia and we are growing.

CLM has an innovative proprietary technology platform, Karbon, that, although not well known in the market, is a comprehensive CLM end-to-end solution. Part of this role will be to help promote and develop the product offering both as a SaaS platform and as our managed service solution. One of the key objectives for DC is to increase its level of technology sales in 2023 and 2024, and CLM, with its Karbon solution, is a significant part of this direction. CLM has a pre-sales team and this role is to help identify and initiate sales to showcase our managed service and platform capabilities.

The role and responsibilities

We are looking for a Sales Director to join our CLM Business. You will be an SME in KYC, AML, and onboarding, and in this role, you will work directly with clients, prospects, and business stakeholders and will be responsible for refining, implementing, and running a sales strategy for the CLM business that covers the full range of our offering from long-term managed service contracts, technology platform solutions, through to client CLM project delivery and SME resource augmentation.

This is an exciting role as we expand our CLM capabilities globally. The preferred candidate will demonstrate an entrepreneurial spirit with a focused approach as we develop this fast-growing part of our business.

This is an individual contributor role, utilising the network of the CLM management team, Delta Capita network, and hands-on approach.

Skills and Experience

As an experienced Head of Sales/Sales Director, you will:

• Own the CLM Sales Process across all Products and Client Tiers
• Establish client profile map
• Plan and manage client outreach (Traditional & Digital)
• Identify product demand and opportunities
• Drive client journey through sales funnel
• Maintain CRM database from pipeline development to execution
• Maintain live client profile map and sales funnel documentation

Client Relationship Management

• Build long-term relationships with new and existing clients
• Work closely with existing CRM framework, enhancing and developing where possible
• Leverage existing engagements through development of detailed understanding of client strategy and organisational structure

Business Development

• You will be a proven new business originator/hunter gather
• Develop product ideas and campaigns with the specialist practice areas, focusing on regulatory and business change opportunities
• Create collateral for Managed Service offering
• Establish marketing and digital strategy

It is essential that you have:

• Corporate KYC experience, working in or with financial institutions and banking
• Knowledge and experience of the sales lifecycle, including RFPs, contracts, writing proposals, and pricing
• Excellent communication and presentation skills
• Commercially driven experience and demonstrable results

This is a permanent full-time position located in London with hybrid working. As the selection and interview process is ongoing, please submit your application in English as soon as possible. If your profile is selected, a member of our recruitment team will be in touch shortly. For this role, a valid working permit for the UK is mandatory.

Who We Are:

Delta Capita Group (a member of the Prytek Group) is a global managed services, consulting, and solutions provider with a unique combination of experience in Financial Services and technology innovation capability. Our mission is to reinvent the financial services value chain providing technology-based mutualised services for financial institutions for non-differentiating services.

Our 3 offerings are:

• Managed Services
• Consulting & Solutions
• Technology

To know more about Delta Capita and our culture click here: Working at DC - Delta Capita .