Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Join our Retirement Communications Team in an exciting sales role, helping businesses with tailored communication solutions. We are looking for a driven and relationship-focused individual to identify and secure new business opportunities, exceed revenue targets through proactive sales efforts, and enhance Gallagher's reputation in the retirement communications space. You will work closely with the team to ensure a seamless transition from winning new business to delivering successful projects, all while providing exceptional service to clients, colleagues, and partners. If you are passionate about building connections and achieving results in an inclusive and supportive environment, we would love to hear from you. How you'll make an impact Responsible for new business development with corporate clients - actively look for, prospect and convert new business opportunities in order to meet and exceed financial target s Build and proactively manage your own sales pipeline Research, evaluate and pursue additional leads/prospects through research Promote and market Gallagher business through extensive and persistent outbound emails and calls to prospective clients Demonstrate sound knowledge of the UK retirement communications market and talk confidently to prospective clients about Gallagher propositions Proactively run discovery/strategy/roundtable/knowledge sharing sessions as part of the prospecting process Write thought leadership pieces and use social media platforms to enhance business reputation Ensure the profitable growth of the business by identifying and proactively developing and securing additional revenue from new client relationships through cross selling initiatives, referrals, professional connections and leveraging Gallagher's internal network Schedule, prepare for and run prospecting meetings Organise and run sales events, attend industry events and conferences including speaking engagements Work collaboratively with other Gallagher sales representatives on joint new business opportunities and pitches Lead on direct tender responses and sales pitches, including the preparation and delivery of required proposals, PowerPoint presentations etc Maintain all contacts/opportunities and record all progress in agreed CRM tool Ensure the highest possible quality of data in CRM system Adhere to all GPDR requirements Work with the Retirement Communications Team to support the acquisition of new accounts Undertake all prospecting in a professional, timely and compliant manner in liaison with other teams as required Attend team/Consultant meetings to share and exchange views and drive forward best practice and innovation within our services portfolio Draw up and negotiate on services/fee proposals with new clients - subject to the approval protocols in force Line manage and professionally develop other Sales Development Representatives in the team Carry out duties with our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business Take all reasonable steps to ensure the part of the business for which you are accountable for, demonstrably complies with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business. If shortcomings are identified, take responsibility for remedial action planning and action in conjunction with the relevant experts within the firm About You Up to date technical knowledge of the UK retirement market Prior use of LinkedIn Sales Navigator, ZoomInfo, Outreach, and Salesforce preferred Drive to keep up to date with key developments, industry/market changes and regulations IT literate - Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/database Demonstrable experience within a similar role Demonstrable record of high sales success, with ability to manage and develop business from new clients in the corporate/trustee client arena Sales orientated: outstanding customer service, translates client needs into engagements, demonstrates commerciality in their actions, establishes network of external clients, developing and maintaining strong relationships Strong verbal and written communication/presentation skills both internally and externally Ability to negotiate effectively with prospects at Board level Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks Ability to work under pressure, solve problems and develop workable solutions High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation Proven project management capability and experience Able to deal with change in a positive way Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to . click apply for full job details
Jan 29, 2026
Full time
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Join our Retirement Communications Team in an exciting sales role, helping businesses with tailored communication solutions. We are looking for a driven and relationship-focused individual to identify and secure new business opportunities, exceed revenue targets through proactive sales efforts, and enhance Gallagher's reputation in the retirement communications space. You will work closely with the team to ensure a seamless transition from winning new business to delivering successful projects, all while providing exceptional service to clients, colleagues, and partners. If you are passionate about building connections and achieving results in an inclusive and supportive environment, we would love to hear from you. How you'll make an impact Responsible for new business development with corporate clients - actively look for, prospect and convert new business opportunities in order to meet and exceed financial target s Build and proactively manage your own sales pipeline Research, evaluate and pursue additional leads/prospects through research Promote and market Gallagher business through extensive and persistent outbound emails and calls to prospective clients Demonstrate sound knowledge of the UK retirement communications market and talk confidently to prospective clients about Gallagher propositions Proactively run discovery/strategy/roundtable/knowledge sharing sessions as part of the prospecting process Write thought leadership pieces and use social media platforms to enhance business reputation Ensure the profitable growth of the business by identifying and proactively developing and securing additional revenue from new client relationships through cross selling initiatives, referrals, professional connections and leveraging Gallagher's internal network Schedule, prepare for and run prospecting meetings Organise and run sales events, attend industry events and conferences including speaking engagements Work collaboratively with other Gallagher sales representatives on joint new business opportunities and pitches Lead on direct tender responses and sales pitches, including the preparation and delivery of required proposals, PowerPoint presentations etc Maintain all contacts/opportunities and record all progress in agreed CRM tool Ensure the highest possible quality of data in CRM system Adhere to all GPDR requirements Work with the Retirement Communications Team to support the acquisition of new accounts Undertake all prospecting in a professional, timely and compliant manner in liaison with other teams as required Attend team/Consultant meetings to share and exchange views and drive forward best practice and innovation within our services portfolio Draw up and negotiate on services/fee proposals with new clients - subject to the approval protocols in force Line manage and professionally develop other Sales Development Representatives in the team Carry out duties with our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business Take all reasonable steps to ensure the part of the business for which you are accountable for, demonstrably complies with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business. If shortcomings are identified, take responsibility for remedial action planning and action in conjunction with the relevant experts within the firm About You Up to date technical knowledge of the UK retirement market Prior use of LinkedIn Sales Navigator, ZoomInfo, Outreach, and Salesforce preferred Drive to keep up to date with key developments, industry/market changes and regulations IT literate - Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/database Demonstrable experience within a similar role Demonstrable record of high sales success, with ability to manage and develop business from new clients in the corporate/trustee client arena Sales orientated: outstanding customer service, translates client needs into engagements, demonstrates commerciality in their actions, establishes network of external clients, developing and maintaining strong relationships Strong verbal and written communication/presentation skills both internally and externally Ability to negotiate effectively with prospects at Board level Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks Ability to work under pressure, solve problems and develop workable solutions High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation Proven project management capability and experience Able to deal with change in a positive way Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to . click apply for full job details
Enterprise Architect, Telco Consulting The Company Cognizant (NASDAQ:CTSH) is a leading provider of information technology, consulting, and business process outsourcing services, dedicated to helping the world's leading companies build stronger businesses. Headquartered in Teaneck, New Jersey (U.S.), Cognizant has over 350,000 employees as of January 2024. Cognizant is a member of the NASDAQ-100, the S&P 500, the Forbes Global 1000, and the Fortune 500 and is ranked among the top performing and fastest growing companies in the world. Cognizant Consulting At Cognizant, our consultants orchestrate the capabilities to truly change the game across strategy, design, technology and industry/functional knowledge to deliver insight at speed and solutions at scale. Our consulting services elevate the unique abilities and business aspirations of customers and employees and build relationships based on trust and value. Role Overview We are seeking a highly experienced Telco Enterprise Architect with a deep understanding of BSS, strong working knowledge across OSS, and broad technical insight across Network domains (Mobile, Broadband, IP/Transport, and Fixed Line). The ideal candidate will bring thought leadership, excellent communication skills, and hands on expertise in AI, Generative AI, and Agentic AI frameworks, enabling them to guide end to end digital transformation initiatives. This role requires a strategic thinker who can connect business objectives with technology architectures, design future state blueprints, and influence C level stakeholders within a large telecom environment. Key Responsibilities Enterprise Architecture & Strategy Develop enterprise level architecture blueprints covering BSS, OSS, Network, and cross domain integrations. Drive the creation of target operating models, capability maps, process architectures, and maturity assessments. Lead modernization initiatives across legacy BSS/OSS, cloud migration, network transformation, and digital customer experience. Champion architectural governance, solution review boards, and alignment to enterprise standards. BSS / OSS Architecture Architect end to end BSS processes: Customer Management, CRM, Order Management, Billing/Charging (OCS/OFCS), Product Catalogue, Digital Channels. Strong understanding of OSS domains: Service Assurance, Service Fulfilment, Inventory, Orchestration, and Network Management. Expertise in TM Forum standards (eTOM, TAM, SID, ODA) and Open APIs. Guide rationalisation of systems and design of convergent service architectures. Network Architecture Good understanding of Mobile (4G/5G), Fixed Line, Broadband, and Transport Network architectures. Awareness of network functions: RAN, Core, IMS, SDN/NFV, Transport, and network slicing concepts. Work closely with network teams to enable network to IT integrations and cloud native network architectures. AI/GenAI/Agentic AI Leadership Identify opportunities for AI and Agentic AI infusion across BSS, OSS, customer service, operations, field services, and network operations. Design AI enabled architecture patterns (decisioning, autonomous agents, automation, predictive operations). Work with data teams to define data models, AI pipelines, governance, and security patterns. Evaluate AI tools, LLMs, and agent frameworks suitable for telco enterprise environments. Provide thought leadership and influence stakeholders on AI transformation roadmaps. Delivery & Stakeholder Engagement Collaborate with product owners, solution architects, engineering teams, vendors, and system integrators. Support RFPs, technical evaluations, vendor assessments, and architecture governance processes. Present architectural recommendations to senior executives and steer decision making with clear business value. Translate complex technical landscapes into business friendly narratives. Required Skills & Experience Technical Competencies 10+ years of experience in telecom architecture roles. Strong expertise in BSS architecture + working knowledge in OSS, Telco Networks, Cloud, APIs. Practical experience with cloud native systems, microservices, Kubernetes, integration patterns, and event driven architecture. Exposure to AI/GenAI frameworks, RAG, vector databases, LLMOps, MLOps, and ideally multi agent/agentic architectures. Familiarity with industry tools (ServiceNow, Netcracker, Amdocs, Ericsson, Nokia, Salesforce, AWS/Azure/GCP). Business & Leadership Competencies Strong communication and stakeholder influencing skills. Ability to lead cross domain architectural discussions. Thought leadership in digital transformation, AI driven telco operations, and cloud native evolutions. Strong problem solving and strategic thinking. Preferred Qualifications TOGAF, TM Forum, Cloud certifications (AWS/Azure/GCP). Experience working with major telcos or global system integrators. Exposure to SAFe Agile environments. Why This Role Is Strategic This position plays a pivotal role in shaping the future of a digital, AI native telecom enterprise, driving convergence across IT, Network, and AI landscapes, and enabling the next generation of autonomous operations and customer experiences. Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Jan 29, 2026
Full time
Enterprise Architect, Telco Consulting The Company Cognizant (NASDAQ:CTSH) is a leading provider of information technology, consulting, and business process outsourcing services, dedicated to helping the world's leading companies build stronger businesses. Headquartered in Teaneck, New Jersey (U.S.), Cognizant has over 350,000 employees as of January 2024. Cognizant is a member of the NASDAQ-100, the S&P 500, the Forbes Global 1000, and the Fortune 500 and is ranked among the top performing and fastest growing companies in the world. Cognizant Consulting At Cognizant, our consultants orchestrate the capabilities to truly change the game across strategy, design, technology and industry/functional knowledge to deliver insight at speed and solutions at scale. Our consulting services elevate the unique abilities and business aspirations of customers and employees and build relationships based on trust and value. Role Overview We are seeking a highly experienced Telco Enterprise Architect with a deep understanding of BSS, strong working knowledge across OSS, and broad technical insight across Network domains (Mobile, Broadband, IP/Transport, and Fixed Line). The ideal candidate will bring thought leadership, excellent communication skills, and hands on expertise in AI, Generative AI, and Agentic AI frameworks, enabling them to guide end to end digital transformation initiatives. This role requires a strategic thinker who can connect business objectives with technology architectures, design future state blueprints, and influence C level stakeholders within a large telecom environment. Key Responsibilities Enterprise Architecture & Strategy Develop enterprise level architecture blueprints covering BSS, OSS, Network, and cross domain integrations. Drive the creation of target operating models, capability maps, process architectures, and maturity assessments. Lead modernization initiatives across legacy BSS/OSS, cloud migration, network transformation, and digital customer experience. Champion architectural governance, solution review boards, and alignment to enterprise standards. BSS / OSS Architecture Architect end to end BSS processes: Customer Management, CRM, Order Management, Billing/Charging (OCS/OFCS), Product Catalogue, Digital Channels. Strong understanding of OSS domains: Service Assurance, Service Fulfilment, Inventory, Orchestration, and Network Management. Expertise in TM Forum standards (eTOM, TAM, SID, ODA) and Open APIs. Guide rationalisation of systems and design of convergent service architectures. Network Architecture Good understanding of Mobile (4G/5G), Fixed Line, Broadband, and Transport Network architectures. Awareness of network functions: RAN, Core, IMS, SDN/NFV, Transport, and network slicing concepts. Work closely with network teams to enable network to IT integrations and cloud native network architectures. AI/GenAI/Agentic AI Leadership Identify opportunities for AI and Agentic AI infusion across BSS, OSS, customer service, operations, field services, and network operations. Design AI enabled architecture patterns (decisioning, autonomous agents, automation, predictive operations). Work with data teams to define data models, AI pipelines, governance, and security patterns. Evaluate AI tools, LLMs, and agent frameworks suitable for telco enterprise environments. Provide thought leadership and influence stakeholders on AI transformation roadmaps. Delivery & Stakeholder Engagement Collaborate with product owners, solution architects, engineering teams, vendors, and system integrators. Support RFPs, technical evaluations, vendor assessments, and architecture governance processes. Present architectural recommendations to senior executives and steer decision making with clear business value. Translate complex technical landscapes into business friendly narratives. Required Skills & Experience Technical Competencies 10+ years of experience in telecom architecture roles. Strong expertise in BSS architecture + working knowledge in OSS, Telco Networks, Cloud, APIs. Practical experience with cloud native systems, microservices, Kubernetes, integration patterns, and event driven architecture. Exposure to AI/GenAI frameworks, RAG, vector databases, LLMOps, MLOps, and ideally multi agent/agentic architectures. Familiarity with industry tools (ServiceNow, Netcracker, Amdocs, Ericsson, Nokia, Salesforce, AWS/Azure/GCP). Business & Leadership Competencies Strong communication and stakeholder influencing skills. Ability to lead cross domain architectural discussions. Thought leadership in digital transformation, AI driven telco operations, and cloud native evolutions. Strong problem solving and strategic thinking. Preferred Qualifications TOGAF, TM Forum, Cloud certifications (AWS/Azure/GCP). Experience working with major telcos or global system integrators. Exposure to SAFe Agile environments. Why This Role Is Strategic This position plays a pivotal role in shaping the future of a digital, AI native telecom enterprise, driving convergence across IT, Network, and AI landscapes, and enabling the next generation of autonomous operations and customer experiences. Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Join our Retirement Communications Team in an exciting sales role, helping businesses with tailored communication solutions. We are looking for a driven and relationship-focused individual to identify and secure new business opportunities, exceed revenue targets through proactive sales efforts, and enhance Gallagher's reputation in the retirement communications space. You will work closely with the team to ensure a seamless transition from winning new business to delivering successful projects, all while providing exceptional service to clients, colleagues, and partners. If you are passionate about building connections and achieving results in an inclusive and supportive environment, we would love to hear from you. How you'll make an impact Responsible for new business development with corporate clients - actively look for, prospect and convert new business opportunities in order to meet and exceed financial target s Build and proactively manage your own sales pipeline Research, evaluate and pursue additional leads/prospects through research Promote and market Gallagher business through extensive and persistent outbound emails and calls to prospective clients Demonstrate sound knowledge of the UK retirement communications market and talk confidently to prospective clients about Gallagher propositions Proactively run discovery/strategy/roundtable/knowledge sharing sessions as part of the prospecting process Write thought leadership pieces and use social media platforms to enhance business reputation Ensure the profitable growth of the business by identifying and proactively developing and securing additional revenue from new client relationships through cross selling initiatives, referrals, professional connections and leveraging Gallagher's internal network Schedule, prepare for and run prospecting meetings Organise and run sales events, attend industry events and conferences including speaking engagements Work collaboratively with other Gallagher sales representatives on joint new business opportunities and pitches Lead on direct tender responses and sales pitches, including the preparation and delivery of required proposals, PowerPoint presentations etc Maintain all contacts/opportunities and record all progress in agreed CRM tool Ensure the highest possible quality of data in CRM system Adhere to all GPDR requirements Work with the Retirement Communications Team to support the acquisition of new accounts Undertake all prospecting in a professional, timely and compliant manner in liaison with other teams as required Attend team/Consultant meetings to share and exchange views and drive forward best practice and innovation within our services portfolio Draw up and negotiate on services/fee proposals with new clients - subject to the approval protocols in force Line manage and professionally develop other Sales Development Representatives in the team Carry out duties with our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business Take all reasonable steps to ensure the part of the business for which you are accountable for, demonstrably complies with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business. If shortcomings are identified, take responsibility for remedial action planning and action in conjunction with the relevant experts within the firm About You Up to date technical knowledge of the UK retirement market Prior use of LinkedIn Sales Navigator, ZoomInfo, Outreach, and Salesforce preferred Drive to keep up to date with key developments, industry/market changes and regulations IT literate - Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/database Demonstrable experience within a similar role Demonstrable record of high sales success, with ability to manage and develop business from new clients in the corporate/trustee client arena Sales orientated: outstanding customer service, translates client needs into engagements, demonstrates commerciality in their actions, establishes network of external clients, developing and maintaining strong relationships Strong verbal and written communication/presentation skills both internally and externally Ability to negotiate effectively with prospects at Board level Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks Ability to work under pressure, solve problems and develop workable solutions High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation Proven project management capability and experience Able to deal with change in a positive way Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to . click apply for full job details
Jan 29, 2026
Full time
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Join our Retirement Communications Team in an exciting sales role, helping businesses with tailored communication solutions. We are looking for a driven and relationship-focused individual to identify and secure new business opportunities, exceed revenue targets through proactive sales efforts, and enhance Gallagher's reputation in the retirement communications space. You will work closely with the team to ensure a seamless transition from winning new business to delivering successful projects, all while providing exceptional service to clients, colleagues, and partners. If you are passionate about building connections and achieving results in an inclusive and supportive environment, we would love to hear from you. How you'll make an impact Responsible for new business development with corporate clients - actively look for, prospect and convert new business opportunities in order to meet and exceed financial target s Build and proactively manage your own sales pipeline Research, evaluate and pursue additional leads/prospects through research Promote and market Gallagher business through extensive and persistent outbound emails and calls to prospective clients Demonstrate sound knowledge of the UK retirement communications market and talk confidently to prospective clients about Gallagher propositions Proactively run discovery/strategy/roundtable/knowledge sharing sessions as part of the prospecting process Write thought leadership pieces and use social media platforms to enhance business reputation Ensure the profitable growth of the business by identifying and proactively developing and securing additional revenue from new client relationships through cross selling initiatives, referrals, professional connections and leveraging Gallagher's internal network Schedule, prepare for and run prospecting meetings Organise and run sales events, attend industry events and conferences including speaking engagements Work collaboratively with other Gallagher sales representatives on joint new business opportunities and pitches Lead on direct tender responses and sales pitches, including the preparation and delivery of required proposals, PowerPoint presentations etc Maintain all contacts/opportunities and record all progress in agreed CRM tool Ensure the highest possible quality of data in CRM system Adhere to all GPDR requirements Work with the Retirement Communications Team to support the acquisition of new accounts Undertake all prospecting in a professional, timely and compliant manner in liaison with other teams as required Attend team/Consultant meetings to share and exchange views and drive forward best practice and innovation within our services portfolio Draw up and negotiate on services/fee proposals with new clients - subject to the approval protocols in force Line manage and professionally develop other Sales Development Representatives in the team Carry out duties with our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business Take all reasonable steps to ensure the part of the business for which you are accountable for, demonstrably complies with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business. If shortcomings are identified, take responsibility for remedial action planning and action in conjunction with the relevant experts within the firm About You Up to date technical knowledge of the UK retirement market Prior use of LinkedIn Sales Navigator, ZoomInfo, Outreach, and Salesforce preferred Drive to keep up to date with key developments, industry/market changes and regulations IT literate - Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/database Demonstrable experience within a similar role Demonstrable record of high sales success, with ability to manage and develop business from new clients in the corporate/trustee client arena Sales orientated: outstanding customer service, translates client needs into engagements, demonstrates commerciality in their actions, establishes network of external clients, developing and maintaining strong relationships Strong verbal and written communication/presentation skills both internally and externally Ability to negotiate effectively with prospects at Board level Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks Ability to work under pressure, solve problems and develop workable solutions High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation Proven project management capability and experience Able to deal with change in a positive way Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to . click apply for full job details
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Join our Retirement Communications Team in an exciting sales role, helping businesses with tailored communication solutions. We are looking for a driven and relationship-focused individual to identify and secure new business opportunities, exceed revenue targets through proactive sales efforts, and enhance Gallagher's reputation in the retirement communications space. You will work closely with the team to ensure a seamless transition from winning new business to delivering successful projects, all while providing exceptional service to clients, colleagues, and partners. If you are passionate about building connections and achieving results in an inclusive and supportive environment, we would love to hear from you. How you'll make an impact Responsible for new business development with corporate clients - actively look for, prospect and convert new business opportunities in order to meet and exceed financial target s Build and proactively manage your own sales pipeline Research, evaluate and pursue additional leads/prospects through research Promote and market Gallagher business through extensive and persistent outbound emails and calls to prospective clients Demonstrate sound knowledge of the UK retirement communications market and talk confidently to prospective clients about Gallagher propositions Proactively run discovery/strategy/roundtable/knowledge sharing sessions as part of the prospecting process Write thought leadership pieces and use social media platforms to enhance business reputation Ensure the profitable growth of the business by identifying and proactively developing and securing additional revenue from new client relationships through cross selling initiatives, referrals, professional connections and leveraging Gallagher's internal network Schedule, prepare for and run prospecting meetings Organise and run sales events, attend industry events and conferences including speaking engagements Work collaboratively with other Gallagher sales representatives on joint new business opportunities and pitches Lead on direct tender responses and sales pitches, including the preparation and delivery of required proposals, PowerPoint presentations etc Maintain all contacts/opportunities and record all progress in agreed CRM tool Ensure the highest possible quality of data in CRM system Adhere to all GPDR requirements Work with the Retirement Communications Team to support the acquisition of new accounts Undertake all prospecting in a professional, timely and compliant manner in liaison with other teams as required Attend team/Consultant meetings to share and exchange views and drive forward best practice and innovation within our services portfolio Draw up and negotiate on services/fee proposals with new clients - subject to the approval protocols in force Line manage and professionally develop other Sales Development Representatives in the team Carry out duties with our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business Take all reasonable steps to ensure the part of the business for which you are accountable for, demonstrably complies with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business. If shortcomings are identified, take responsibility for remedial action planning and action in conjunction with the relevant experts within the firm About You Up to date technical knowledge of the UK retirement market Prior use of LinkedIn Sales Navigator, ZoomInfo, Outreach, and Salesforce preferred Drive to keep up to date with key developments, industry/market changes and regulations IT literate - Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/database Demonstrable experience within a similar role Demonstrable record of high sales success, with ability to manage and develop business from new clients in the corporate/trustee client arena Sales orientated: outstanding customer service, translates client needs into engagements, demonstrates commerciality in their actions, establishes network of external clients, developing and maintaining strong relationships Strong verbal and written communication/presentation skills both internally and externally Ability to negotiate effectively with prospects at Board level Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks Ability to work under pressure, solve problems and develop workable solutions High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation Proven project management capability and experience Able to deal with change in a positive way Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to . click apply for full job details
Jan 29, 2026
Full time
Introduction At Gallagher Benefit Services, you're a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it's shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We're a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you're looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview Join our Retirement Communications Team in an exciting sales role, helping businesses with tailored communication solutions. We are looking for a driven and relationship-focused individual to identify and secure new business opportunities, exceed revenue targets through proactive sales efforts, and enhance Gallagher's reputation in the retirement communications space. You will work closely with the team to ensure a seamless transition from winning new business to delivering successful projects, all while providing exceptional service to clients, colleagues, and partners. If you are passionate about building connections and achieving results in an inclusive and supportive environment, we would love to hear from you. How you'll make an impact Responsible for new business development with corporate clients - actively look for, prospect and convert new business opportunities in order to meet and exceed financial target s Build and proactively manage your own sales pipeline Research, evaluate and pursue additional leads/prospects through research Promote and market Gallagher business through extensive and persistent outbound emails and calls to prospective clients Demonstrate sound knowledge of the UK retirement communications market and talk confidently to prospective clients about Gallagher propositions Proactively run discovery/strategy/roundtable/knowledge sharing sessions as part of the prospecting process Write thought leadership pieces and use social media platforms to enhance business reputation Ensure the profitable growth of the business by identifying and proactively developing and securing additional revenue from new client relationships through cross selling initiatives, referrals, professional connections and leveraging Gallagher's internal network Schedule, prepare for and run prospecting meetings Organise and run sales events, attend industry events and conferences including speaking engagements Work collaboratively with other Gallagher sales representatives on joint new business opportunities and pitches Lead on direct tender responses and sales pitches, including the preparation and delivery of required proposals, PowerPoint presentations etc Maintain all contacts/opportunities and record all progress in agreed CRM tool Ensure the highest possible quality of data in CRM system Adhere to all GPDR requirements Work with the Retirement Communications Team to support the acquisition of new accounts Undertake all prospecting in a professional, timely and compliant manner in liaison with other teams as required Attend team/Consultant meetings to share and exchange views and drive forward best practice and innovation within our services portfolio Draw up and negotiate on services/fee proposals with new clients - subject to the approval protocols in force Line manage and professionally develop other Sales Development Representatives in the team Carry out duties with our internal policies and procedures in accordance with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business Take all reasonable steps to ensure the part of the business for which you are accountable for, demonstrably complies with applicable laws, rules, regulation, good governance and Gallagher's shared values, including putting clients at the heart of our business. If shortcomings are identified, take responsibility for remedial action planning and action in conjunction with the relevant experts within the firm About You Up to date technical knowledge of the UK retirement market Prior use of LinkedIn Sales Navigator, ZoomInfo, Outreach, and Salesforce preferred Drive to keep up to date with key developments, industry/market changes and regulations IT literate - Microsoft Office (Excel, Word, PowerPoint) and relevant internal systems/database Demonstrable experience within a similar role Demonstrable record of high sales success, with ability to manage and develop business from new clients in the corporate/trustee client arena Sales orientated: outstanding customer service, translates client needs into engagements, demonstrates commerciality in their actions, establishes network of external clients, developing and maintaining strong relationships Strong verbal and written communication/presentation skills both internally and externally Ability to negotiate effectively with prospects at Board level Excellent organisation skills, with ability to work to tight deadlines and manage multiple tasks Ability to work under pressure, solve problems and develop workable solutions High level of accuracy and attention to detail in all areas of work, including ability to produce high standards of documentation Proven project management capability and experience Able to deal with change in a positive way Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve: Minimum of 25 days holiday, plus bank holidays, and the option to 'buy' extra days Defined contribution pension scheme, which Gallagher will also contribute to Life insurance, which will pay 4x your basic annual salary, which you can top up to 10x Income protection, we'll cover up to 50% of your annual income, with options to top up Health cash plan or Private medical insurance Other benefits include: Three fully paid volunteering days per year Employee Stock Purchase plan, offering company shares at a discount Share incentive plan, HMRC approved, tax effective, stock purchase plan Critical illness cover Discounted gym membership, with over 3,000 gyms nationally Season ticket loan Access to a discounted voucher portal to save money on your weekly shop or next big purchase Emergency back up family care And many more We value inclusion and diversity Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organisation. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher is Disability Confident Committed. We have pledged to make sure our recruitment process is inclusive and accessible, in addition to supporting our existing employees with any long term health conditions or disabilities. We understand that applicants may have disabilities, if you do, you may find some parts of the recruitment process more challenging than others. Don't worry, we're here to help, however, we can only do this if you let us know. Should you require reasonable adjustments to your application, please get in touch with . If you'd prefer to speak on the phone, please request a call back, leaving details, so we get in touch. Our employing entity, Arthur J. Gallagher Services (UK) Limited, is proud to be accredited as a Living Wage employer with the Living Wage Foundation. We are committed to diversity and opportunity for all and are opposed to any form of less favourable treatment on the grounds of gender or gender identity, marital status, civil partnership status, parental status, race, ethnicity, colour, nationality, disability, sexual orientation, religion/ belief, age and those with caring responsibilities. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer employee relationship, including, but not limited to . click apply for full job details
The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! We're looking for a Sr.Solutions Consultant with Finance / Procurement System experience (ie. Coupa, SAP S/4HANA: Procurement and AP, SAP Ariba Buying / Invoicing, Oracle Fusion/EBS, Workday, NetSuite, Sage, etc.) to lead onboarding for new customers and drive their implementation of our product. We're also looking for someone who is excited to be hands on and influence our product roadmap. As every business needs our type of product, you'll work with a variety of new clients and industries as Zip scales. Current clients include Coinbase, Snowflake, Notion, Canva, Samsara, Databricks. You Will Lead project teams onboarding new customers, with a heavy emphasis on project / stakeholder management and understanding client requirements Responsible for leading the end-to-end implementation for new customers roll up your sleeves and build out the customer's processes from scratch Proactive project management across many customers, to manage requirements and tasks across onboardings Lead, mentor and train training and Q&A sessions with customers and key stakeholders to empower them to utilize the product without additional ongoing help from Zip Collaborate closely with the product and engineering teams to determine which customer requests we should and shouldn't support, and set expectations with customers Do whatever it takes to make customers happy + successfully onboard them as quickly as possible Continuously improve the post-sales processes to help our customers accelerate the time to value Qualifications 3 to 6 years of experience implementing or administering a finance / procurement tool Prior experience with the implementation or administration of a procurement tool / ERP (ie. Coupa, SAP S/4HANA: procurement and AP, SAP Ariba Buying / Invoicing, Oracle Fusion/EBS, Workday, NetSuite, Sage, etc.) Fantastic communication and documentation skills Extreme attention to detail and pride yourself in being incredibly proactive Very strong data management skills, specifically with handling large sets of sensitive customer data in MS Excel You're able to push back and still make people happy Very comfortable with software configuration (not necessarily technical skills, which would be a plus) We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!
Jan 27, 2026
Full time
The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! We're looking for a Sr.Solutions Consultant with Finance / Procurement System experience (ie. Coupa, SAP S/4HANA: Procurement and AP, SAP Ariba Buying / Invoicing, Oracle Fusion/EBS, Workday, NetSuite, Sage, etc.) to lead onboarding for new customers and drive their implementation of our product. We're also looking for someone who is excited to be hands on and influence our product roadmap. As every business needs our type of product, you'll work with a variety of new clients and industries as Zip scales. Current clients include Coinbase, Snowflake, Notion, Canva, Samsara, Databricks. You Will Lead project teams onboarding new customers, with a heavy emphasis on project / stakeholder management and understanding client requirements Responsible for leading the end-to-end implementation for new customers roll up your sleeves and build out the customer's processes from scratch Proactive project management across many customers, to manage requirements and tasks across onboardings Lead, mentor and train training and Q&A sessions with customers and key stakeholders to empower them to utilize the product without additional ongoing help from Zip Collaborate closely with the product and engineering teams to determine which customer requests we should and shouldn't support, and set expectations with customers Do whatever it takes to make customers happy + successfully onboard them as quickly as possible Continuously improve the post-sales processes to help our customers accelerate the time to value Qualifications 3 to 6 years of experience implementing or administering a finance / procurement tool Prior experience with the implementation or administration of a procurement tool / ERP (ie. Coupa, SAP S/4HANA: procurement and AP, SAP Ariba Buying / Invoicing, Oracle Fusion/EBS, Workday, NetSuite, Sage, etc.) Fantastic communication and documentation skills Extreme attention to detail and pride yourself in being incredibly proactive Very strong data management skills, specifically with handling large sets of sensitive customer data in MS Excel You're able to push back and still make people happy Very comfortable with software configuration (not necessarily technical skills, which would be a plus) We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you!
Sprinklr is the definitive, AI-native platform for Unified Customer Experience Management (Unified-CXM), empowering brands to deliver extraordinary experiences at scale - across every customer touchpoint.By combining human instinct with the speed and efficiency of AI, Sprinklr helps brands earn trust and loyalty through personalized, seamless, and efficient customer interactions. Sprinklr's unified platform provides powerful solutions for every customer-facing team - spanning social media management, marketing, advertising, customer feedback, and omnichannel contact center management - enabling enterprises to unify data, break down silos, and act on real-time insights.Today, 1,900+ enterprises and 60% of the Fortune 100 rely on Sprinklr to help them deliver consistent, trusted customer experiences worldwide. Job Description The Senior Customer S uccess Manager (CSM) - Service owns the strategic technical relationship with Sprinklr's enterprise customers in customer service, CX, and contact center operations. You will drive the successful adoption and expansion of Sprinklr's Care , Case Management , AI Automation , and Contact Center solutions by acting as the technical face of the partnership. You would lead transformation-not just platform rollout-by aligning Sprinklr's technology to the customer's support operating model, cost structure, and digital roadmap. The TSM is also responsible for overseeing empowerment and training programs to ensure comprehensive onboarding and delivering a consistent cadence of engagement with customers through operational cadences. What You'll Do Transformation Advisor Serve as a trusted advisor to Heads of Service, Contact Center Directors, and Support Transformation leads. Map legacy operations (telephony, IVR, ticketing, WFM) into modern Sprinklr-enabled workflows using AI routing, unified agent desktop, knowledge bases, and self-service portals. Platform Leadership Own product adoption and provide technical consultancy across Care modules: Case Management, Smart Responses, Bot Framework, Agent Assist, Knowledge Base, Routing Logic. Lead workspace audits and change plans; ensure platform architecture reflects customer priorities (AHT, CSAT, first contact resolution, deflection rate, etc.). Customer Enablement Develop and deliver scalable enablement plans for service ops, quality, and agent teams-ensuring alignment with process maps and internal KPIs. Promote feature adoption via playbooks, pilot programs, performance dashboards, and monthly ROI tracking. Risk & Growth Management Identify early signs of stagnation, low adoption, or implementation gaps-build risk plans and mitigation steps based on CSP telemetry. Partner with Sales and Solutions Consultants to surface new use cases (e.g., adding messaging, voice, co-browse, or WFM integrations). Technical Escalations & Roadmap Influence Serve as the escalation point for advanced Care/CCaaS product issues; coordinate with Support, Product, and Engineering teams on behalf of the customer. Feed field-level insights back into Sprinklr's product development lifecycle-ensuring platform evolution matches client priorities. Cross-Org Program Management Lead cross-functional coordination across IT, business, and third-party vendors to drive complex programs (e.g., voice rollout, CRM integrations, compliance configurations). Ensure successful post-launch optimization and iterative value unlock through structured success plans and roadmap alignment. Required Qualifications Bachelor's degree in Business, IT, or related field; or equivalent work experience. 6+ years in enterprise service operations, CCaaS, or CX tech consulting. Deep understanding of contact center operations, metrics (AHT, SLA, occupancy, NPS), and change management practices. Experience with at least one major service platform (e.g., Salesforce Service Cloud, NICE, Genesys, Zendesk). Proven experience leading multi-year service transformation programs involving multiple business units and systems. Strong capability in project/program management, stakeholder engagement, and technical solutioning. Familiarity with conversational AI platforms, IVR, NLP, and ML models in service automation contexts. What Sets You Apart Experience in highly regulated or mission-critical environments (e.g., financial services, telecom, healthcare). Prior hands-on implementation or optimization of Sprinklr Service modules. Strong understanding of integration architectures-connecting CRMs, telephony, bot platforms, and analytics stacks. Ability to distill service transformation strategy into phased plans with measurable milestones and impact metrics. PMP or Lean Six Sigma certification; ability to manage transformation programs end-to-end. We focus on our mission : Sprinklr was founded in 2009 to solve a big problem: growing enterprise complexity that separated brands from their customers. Our vision was clear: to unify fragmented teams, tools and data - helping large organizations build deeper, more meaningful connections with the people they serve. Today, Sprinklr has a unified, AI-native platform for four product suites: Sprinklr Service, Sprinklr Social, Sprinklr Marketing, and Sprinklr Insights. Sprinklr is here to do three things: Lead a new category of enterprise software that we call Unified-CXM. Empower companies to deliver next generation, unified engagement journeys that reimagine the customer experience. Create a culture of customer obsession, with trust, teamwork, and accountability. We believe in our product : Customers who value exceptional customer experiences have what they need on our single unified platform, built with an operating system approach on a single codebase. That means that everything - and everyone - can work together to service, respond, sell, and market to customers on the channels they prefer. While Unified Customer Experience Management (Unified-CXM) as a category is just getting started, we are well on our way to creating a no-compromise, unified approach to better customer experiences for the world's leading enterprise brands. We invest in our people : We offer a comprehensive suite of benefits designed to help each member of our team thrive. Sprinklr believes that you should be able to get the type of care you need for your personal well-being when you need it. We offer you and your family voluntary healthcare coverage in countries where applicable. We believe it is important to take time off - it is essential for your mental and physical wellbeing. We provide Sprinklrites with paid time off to recharge and spend time with loved ones. We want to grow our talent with purpose. Our open Mentoring Program is designed to create meaningful connections that support growth and amplify our focus.To learn more about employee benefits by region, .To learn more about all-things-Sprinklr, visit our candidate resource hub . EEO - Our philosophy : Our goal is to ensure every employee feels like they belong and are operating in a collaborative environment. We fervently believe every employee matters and should be respected and heard. We believe we are stronger when we belong because collectively, we're more innovative, creative, and successful. Sprinklr is proud to be an equal-opportunity workplace and complies with all applicable federal, state, and local fair employment practices laws. We are committed to equal employment opportunity regardless of race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable law. Reasonable accommodations are available
Jan 23, 2026
Full time
Sprinklr is the definitive, AI-native platform for Unified Customer Experience Management (Unified-CXM), empowering brands to deliver extraordinary experiences at scale - across every customer touchpoint.By combining human instinct with the speed and efficiency of AI, Sprinklr helps brands earn trust and loyalty through personalized, seamless, and efficient customer interactions. Sprinklr's unified platform provides powerful solutions for every customer-facing team - spanning social media management, marketing, advertising, customer feedback, and omnichannel contact center management - enabling enterprises to unify data, break down silos, and act on real-time insights.Today, 1,900+ enterprises and 60% of the Fortune 100 rely on Sprinklr to help them deliver consistent, trusted customer experiences worldwide. Job Description The Senior Customer S uccess Manager (CSM) - Service owns the strategic technical relationship with Sprinklr's enterprise customers in customer service, CX, and contact center operations. You will drive the successful adoption and expansion of Sprinklr's Care , Case Management , AI Automation , and Contact Center solutions by acting as the technical face of the partnership. You would lead transformation-not just platform rollout-by aligning Sprinklr's technology to the customer's support operating model, cost structure, and digital roadmap. The TSM is also responsible for overseeing empowerment and training programs to ensure comprehensive onboarding and delivering a consistent cadence of engagement with customers through operational cadences. What You'll Do Transformation Advisor Serve as a trusted advisor to Heads of Service, Contact Center Directors, and Support Transformation leads. Map legacy operations (telephony, IVR, ticketing, WFM) into modern Sprinklr-enabled workflows using AI routing, unified agent desktop, knowledge bases, and self-service portals. Platform Leadership Own product adoption and provide technical consultancy across Care modules: Case Management, Smart Responses, Bot Framework, Agent Assist, Knowledge Base, Routing Logic. Lead workspace audits and change plans; ensure platform architecture reflects customer priorities (AHT, CSAT, first contact resolution, deflection rate, etc.). Customer Enablement Develop and deliver scalable enablement plans for service ops, quality, and agent teams-ensuring alignment with process maps and internal KPIs. Promote feature adoption via playbooks, pilot programs, performance dashboards, and monthly ROI tracking. Risk & Growth Management Identify early signs of stagnation, low adoption, or implementation gaps-build risk plans and mitigation steps based on CSP telemetry. Partner with Sales and Solutions Consultants to surface new use cases (e.g., adding messaging, voice, co-browse, or WFM integrations). Technical Escalations & Roadmap Influence Serve as the escalation point for advanced Care/CCaaS product issues; coordinate with Support, Product, and Engineering teams on behalf of the customer. Feed field-level insights back into Sprinklr's product development lifecycle-ensuring platform evolution matches client priorities. Cross-Org Program Management Lead cross-functional coordination across IT, business, and third-party vendors to drive complex programs (e.g., voice rollout, CRM integrations, compliance configurations). Ensure successful post-launch optimization and iterative value unlock through structured success plans and roadmap alignment. Required Qualifications Bachelor's degree in Business, IT, or related field; or equivalent work experience. 6+ years in enterprise service operations, CCaaS, or CX tech consulting. Deep understanding of contact center operations, metrics (AHT, SLA, occupancy, NPS), and change management practices. Experience with at least one major service platform (e.g., Salesforce Service Cloud, NICE, Genesys, Zendesk). Proven experience leading multi-year service transformation programs involving multiple business units and systems. Strong capability in project/program management, stakeholder engagement, and technical solutioning. Familiarity with conversational AI platforms, IVR, NLP, and ML models in service automation contexts. What Sets You Apart Experience in highly regulated or mission-critical environments (e.g., financial services, telecom, healthcare). Prior hands-on implementation or optimization of Sprinklr Service modules. Strong understanding of integration architectures-connecting CRMs, telephony, bot platforms, and analytics stacks. Ability to distill service transformation strategy into phased plans with measurable milestones and impact metrics. PMP or Lean Six Sigma certification; ability to manage transformation programs end-to-end. We focus on our mission : Sprinklr was founded in 2009 to solve a big problem: growing enterprise complexity that separated brands from their customers. Our vision was clear: to unify fragmented teams, tools and data - helping large organizations build deeper, more meaningful connections with the people they serve. Today, Sprinklr has a unified, AI-native platform for four product suites: Sprinklr Service, Sprinklr Social, Sprinklr Marketing, and Sprinklr Insights. Sprinklr is here to do three things: Lead a new category of enterprise software that we call Unified-CXM. Empower companies to deliver next generation, unified engagement journeys that reimagine the customer experience. Create a culture of customer obsession, with trust, teamwork, and accountability. We believe in our product : Customers who value exceptional customer experiences have what they need on our single unified platform, built with an operating system approach on a single codebase. That means that everything - and everyone - can work together to service, respond, sell, and market to customers on the channels they prefer. While Unified Customer Experience Management (Unified-CXM) as a category is just getting started, we are well on our way to creating a no-compromise, unified approach to better customer experiences for the world's leading enterprise brands. We invest in our people : We offer a comprehensive suite of benefits designed to help each member of our team thrive. Sprinklr believes that you should be able to get the type of care you need for your personal well-being when you need it. We offer you and your family voluntary healthcare coverage in countries where applicable. We believe it is important to take time off - it is essential for your mental and physical wellbeing. We provide Sprinklrites with paid time off to recharge and spend time with loved ones. We want to grow our talent with purpose. Our open Mentoring Program is designed to create meaningful connections that support growth and amplify our focus.To learn more about employee benefits by region, .To learn more about all-things-Sprinklr, visit our candidate resource hub . EEO - Our philosophy : Our goal is to ensure every employee feels like they belong and are operating in a collaborative environment. We fervently believe every employee matters and should be respected and heard. We believe we are stronger when we belong because collectively, we're more innovative, creative, and successful. Sprinklr is proud to be an equal-opportunity workplace and complies with all applicable federal, state, and local fair employment practices laws. We are committed to equal employment opportunity regardless of race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable law. Reasonable accommodations are available
Make your mark in a purpose-driven team by joining our client's (url removed) team as a Managed Service Consultant. Our client is an excellent consulting partner based in London, specialising in the Non-profit sector. This permanent position is fully remote. Key Responsibilities Deliver high quality Salesforce solutions using an agile, sprint-based approach, owning solution design, configuration, and deployment end to end. Lead customer engagement through workshops, sprint ceremonies, and solution playback sessions, acting as a trusted advisor throughout delivery. Scope and document customer requirements, producing clear solution designs, estimates, and user stories aligned to business goals, budget, and scalability. Collaborate with internal teams to ensure successful delivery, quality assurance, accurate time management, and effective handover to support. Support customer retention and growth by demonstrating value, contributing to renewals, and identifying opportunities for expanded engagement. The ideal Candidate will possess: Strong Salesforce consulting experience, with the ability to translate business requirements into scalable, well-designed solutions. Proven experience delivering projects in an agile environment, confidently leading workshops, ceremonies, and customer discussions. Excellent communication and relationship management skills, with the ability to build trust and act as a valued advisor to customers. Strong time management and problem-solving skills, with attention to detail and a commitment to high quality delivery. Experience in the Non-profit sector is desirable, but not essential. Competitive salary between 60,000 - 70,000. If you are ready to work closely with senior stakeholders, in a role that combines hands on Salesforce expertise with key customer engagement and strategic input, we encourage you to apply for this exciting opportunity.
Jan 21, 2026
Full time
Make your mark in a purpose-driven team by joining our client's (url removed) team as a Managed Service Consultant. Our client is an excellent consulting partner based in London, specialising in the Non-profit sector. This permanent position is fully remote. Key Responsibilities Deliver high quality Salesforce solutions using an agile, sprint-based approach, owning solution design, configuration, and deployment end to end. Lead customer engagement through workshops, sprint ceremonies, and solution playback sessions, acting as a trusted advisor throughout delivery. Scope and document customer requirements, producing clear solution designs, estimates, and user stories aligned to business goals, budget, and scalability. Collaborate with internal teams to ensure successful delivery, quality assurance, accurate time management, and effective handover to support. Support customer retention and growth by demonstrating value, contributing to renewals, and identifying opportunities for expanded engagement. The ideal Candidate will possess: Strong Salesforce consulting experience, with the ability to translate business requirements into scalable, well-designed solutions. Proven experience delivering projects in an agile environment, confidently leading workshops, ceremonies, and customer discussions. Excellent communication and relationship management skills, with the ability to build trust and act as a valued advisor to customers. Strong time management and problem-solving skills, with attention to detail and a commitment to high quality delivery. Experience in the Non-profit sector is desirable, but not essential. Competitive salary between 60,000 - 70,000. If you are ready to work closely with senior stakeholders, in a role that combines hands on Salesforce expertise with key customer engagement and strategic input, we encourage you to apply for this exciting opportunity.
Who are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008. Summary Smarsh is seeking a Strategic Customer Success Manager to join our Enterprise Customer Success organization. As part of the organization, you will be delivering customer outcomes to our top enterprise accounts and working with Fortune 500 caliber clients across the world. This includes end-to-end customer life cycle managing customer adoption and growth, health, governance, and retention in partnership with your Account Executives. You are customer's consultant and trusted partner who can navigate complex business objectives and develop them into Smarsh champions. How will you contribute? Create value for the customer by knowing, tracking, and managing customer's business objectives tied to Smarsh solutions. Know your accounts and their organization structure. Establish, maintain and grow senior executive relationships for your accounts. Partner with Account Executive to develop long-term strategic account plan and lead substantial portions of the strategic account plan. Drive and track customer adoption of Smarsh products and services. Proactively identifying strategic growth opportunities while providing value with what the customer has today. Measure and report on customer health. Identify appropriate steps or resources and lead effort to improve customer health. Proactively identify At Risk Clients and define escalation and remediation plans. This includes any cross-departmental collaboration as needed. Establish and oversee a comprehensive customer governance structure with clear processes, cadence, and communication channels including Executive Business Reviews. Take ownership for resolving customer issues; Partner with other internal teams to ensure escalated issues are being resolved in a timely manner. Lead weekly or monthly meetings for assigned accounts, including 1-on-1s with key customer contacts. Negotiate complex renewal terms. Adhere to defined CSM processes, metrics, and tools. Track activities in CRM tools and accurately log outcomes of customer discussions. Consistently meet or exceed target customer activity metrics and SLO's. Identify best practices and coach throughout Customer success team. Work as part of a collaborative team and provide feedback for improvement to internal stakeholders. Other duties as assigned. What will you bring? 10+ years' experience in a customer-facing role, preferably in B2B and/or SaaS environments. BA/BS degree in business/technology or comparable experience and 5+ years' experience in customer success. Understanding of Banks, Broker Dealers, Hedge Funds, Private Equity, FinTech, VC funds and their respective technology needs is a big advantage. Extremely strong oral and written communication skills. Intellectual Curiosity and technical acumen. Skilled at matrix management and using leadership skills to achieve goals. Demonstrated mastery of organization skills. Confident in juggling multiple tasks. Ability to quickly understand questions and problem solving. Proven results in driving customer health and satisfaction resulting in loyalty and advocacy. Knowledge of working in tools like Salesforce, Gainsight and Jira. About our culture Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world's leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
Jan 21, 2026
Full time
Who are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008. Summary Smarsh is seeking a Strategic Customer Success Manager to join our Enterprise Customer Success organization. As part of the organization, you will be delivering customer outcomes to our top enterprise accounts and working with Fortune 500 caliber clients across the world. This includes end-to-end customer life cycle managing customer adoption and growth, health, governance, and retention in partnership with your Account Executives. You are customer's consultant and trusted partner who can navigate complex business objectives and develop them into Smarsh champions. How will you contribute? Create value for the customer by knowing, tracking, and managing customer's business objectives tied to Smarsh solutions. Know your accounts and their organization structure. Establish, maintain and grow senior executive relationships for your accounts. Partner with Account Executive to develop long-term strategic account plan and lead substantial portions of the strategic account plan. Drive and track customer adoption of Smarsh products and services. Proactively identifying strategic growth opportunities while providing value with what the customer has today. Measure and report on customer health. Identify appropriate steps or resources and lead effort to improve customer health. Proactively identify At Risk Clients and define escalation and remediation plans. This includes any cross-departmental collaboration as needed. Establish and oversee a comprehensive customer governance structure with clear processes, cadence, and communication channels including Executive Business Reviews. Take ownership for resolving customer issues; Partner with other internal teams to ensure escalated issues are being resolved in a timely manner. Lead weekly or monthly meetings for assigned accounts, including 1-on-1s with key customer contacts. Negotiate complex renewal terms. Adhere to defined CSM processes, metrics, and tools. Track activities in CRM tools and accurately log outcomes of customer discussions. Consistently meet or exceed target customer activity metrics and SLO's. Identify best practices and coach throughout Customer success team. Work as part of a collaborative team and provide feedback for improvement to internal stakeholders. Other duties as assigned. What will you bring? 10+ years' experience in a customer-facing role, preferably in B2B and/or SaaS environments. BA/BS degree in business/technology or comparable experience and 5+ years' experience in customer success. Understanding of Banks, Broker Dealers, Hedge Funds, Private Equity, FinTech, VC funds and their respective technology needs is a big advantage. Extremely strong oral and written communication skills. Intellectual Curiosity and technical acumen. Skilled at matrix management and using leadership skills to achieve goals. Demonstrated mastery of organization skills. Confident in juggling multiple tasks. Ability to quickly understand questions and problem solving. Proven results in driving customer health and satisfaction resulting in loyalty and advocacy. Knowledge of working in tools like Salesforce, Gainsight and Jira. About our culture Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world's leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
Overview Why Moorhouse? We are a dynamic consulting firm, focused on delivering sustainable change. We ensure our clients succeed in their long term goals by helping them turn their strategy into action through exceptional delivery and a commitment to establishing a culture of change. Clients like what we do and how we work, and we are looking for people to join the Moorhouse team. We pride ourselves on being proactive, collaborative, and straightforward team players. We work efficiently and collaboratively as a team and both honesty and integrity are key to this. In return you will be part of a supportive and high performing team that shares the workload, looks after each other and celebrates success together. You can be assured of an exciting opportunity that will help you grow your skills through meaningful challenges and equip you with skills, experience and knowledge that can help organisations respond to the turbulence, change and opportunity that will define the future of work. We encouragebehavioursthatpromotetransparency,collaborationand achievement ofshared goals. In the Financial Services sector team, we partner with clients to navigate pressing challenges, while positioning their organisations for future success within a rapidly evolving digital, technological, regulatory, and competitive context. To support our next phase of growth, we are bringing together an exciting team of expert Financial Services consultants with depth of sector experience and subject matter leadership to help drive improved outcomes for our clients. Responsibilities What are we looking for? Potential is what excites us so we are keen to hear from people who want to harness their experience within an organisation that will invest in their professional development from day one. This isn't just about skills for the job but skills for life - learning agility, resilience, collaborative problem solving, inclusive leadership, to name just a few. You will be a key member of the sector leadership team and involved in shaping how we run the business, so the ability to lead others using an inclusive leadership approach that values diverse perspectives, and to shape and influence our continued growth and success as a sector team, is key. Moorhouse has grown and developed its Financial Services work into a multi million pound sector, working with an extensive range of Financial Services institutions, and gaining recognition through repeated awards from the Financial Times as a UK Leading Management Consultancy in Financial Services. This growth has been fuelled through a series of strong client relationships, great client work, and is a result of organisations wanting to look beyond the larger consultancy suppliers who have traditionally dominated the sector. Our clients are interested in learning from the experience we can bring from other sectors and they want to work with a consultancy that embeds itself in small integrated teams working in a truly collaborative fashion. It is important that you can contribute to sales and business development as well as leading consultant and client delivery teams on key engagements and accounts. In addition, we will expect you to motivate, support, and develop junior members of the Moorhouse team and play an active role in supporting the career development of a small group of colleagues. Moorhouse is looking for candidates with significant experience or evidenced ability to build strong relationships across all Financial Services sub sectors to help drive our growth ambitions. Moorhouse is currently unable to offer visa sponsorship for this role. Unfortunately, this means we are not able to progress applications from candidates who would require sponsorship now or in the future. Experience 4-6 years' consulting experience, from a big consulting firm, boutique consultancy or experience gained in working directly with Financial Services institutions, including Insurance, Banking, Payments, Asset & Wealth Management or Fintech. Demonstrable track record of outstanding delivery and advisory in one or more of the following areas: Risk change programmes, including risk appetite, enterprise risk frameworks, taxonomies, and control libraries. Regulatory transformation, including but not limited to Section 166 interventions, consumer duty, and outcomes based testing. Complex digital transformation programmes, including delivering AI and/or business change projects and knowledge of large scale delivery technologies (such as Salesforce, ServiceNow, workflow, prototyping software) Good knowledge of industry trends and value chains across FS sub sectors (Insurance, Banking, Payments, Asset & Wealth Management or Fintech), with the ability to translate insights into thought leadership and propositions. Strong stakeholder management and excellent ability to facilitate senior client conversations. A passion for collaborating closely with clients and colleagues in a supportive environment. Demonstrates adaptability, intellectual curiosity, and the ability to manage multiple priorities in dynamic or high demand environments. Proven commercial acumen and business development experience, including problem framing, solution articulation, and proposal development. Ability to build strong client relationships that support sales and BD opportunities. A people led focus, commitment to learning, and experience contributing to an inclusive team culture, including having successfully developed and grown teams around you. Experience leading and developing project teams in complex, matrix environments with a focus on delivering measurable client outcomes. You will be expected to contribute to a culture of sustainability and embrace Moorhouse's social responsibility by integrating responsible practices and upholding ethical standards and awareness in everyday work. Benefits What we can offer you: Total cash package of up to £80,000 including a base salary of £64,575 and a combination of personal and company bonuses that are paid every six months. 25 days annual leave increasing by one day for every full year of service to a maximum of 30 days with the option to buy or sell up to five days of annual leave per year. Life Assurance, Private Medical Insurance, Group Personal Pension Scheme and a range of discounted lifestyle and well being benefits through Perkbox. A culture where you will not need to compete with others because of promotion quotas or the typical distribution curves that govern performance management in other organisations. We recognise and reward performance consistently and transparently across the firm so that everyone knows where they stand. We offer flexible working arrangements with our offices near Liverpool Street although you can expect to spend some time as part of a team onUKclient sites.Wesupport flexibility wherever possible. Moorhouse is proud to be an equal opportunities employer, and our values underpin a working environment that is inclusive for all those who work for us. We encourage people to bring their whole selves to work, contribute ideas, take the initiative and be responsible for their impact on others internally and externally.
Jan 18, 2026
Full time
Overview Why Moorhouse? We are a dynamic consulting firm, focused on delivering sustainable change. We ensure our clients succeed in their long term goals by helping them turn their strategy into action through exceptional delivery and a commitment to establishing a culture of change. Clients like what we do and how we work, and we are looking for people to join the Moorhouse team. We pride ourselves on being proactive, collaborative, and straightforward team players. We work efficiently and collaboratively as a team and both honesty and integrity are key to this. In return you will be part of a supportive and high performing team that shares the workload, looks after each other and celebrates success together. You can be assured of an exciting opportunity that will help you grow your skills through meaningful challenges and equip you with skills, experience and knowledge that can help organisations respond to the turbulence, change and opportunity that will define the future of work. We encouragebehavioursthatpromotetransparency,collaborationand achievement ofshared goals. In the Financial Services sector team, we partner with clients to navigate pressing challenges, while positioning their organisations for future success within a rapidly evolving digital, technological, regulatory, and competitive context. To support our next phase of growth, we are bringing together an exciting team of expert Financial Services consultants with depth of sector experience and subject matter leadership to help drive improved outcomes for our clients. Responsibilities What are we looking for? Potential is what excites us so we are keen to hear from people who want to harness their experience within an organisation that will invest in their professional development from day one. This isn't just about skills for the job but skills for life - learning agility, resilience, collaborative problem solving, inclusive leadership, to name just a few. You will be a key member of the sector leadership team and involved in shaping how we run the business, so the ability to lead others using an inclusive leadership approach that values diverse perspectives, and to shape and influence our continued growth and success as a sector team, is key. Moorhouse has grown and developed its Financial Services work into a multi million pound sector, working with an extensive range of Financial Services institutions, and gaining recognition through repeated awards from the Financial Times as a UK Leading Management Consultancy in Financial Services. This growth has been fuelled through a series of strong client relationships, great client work, and is a result of organisations wanting to look beyond the larger consultancy suppliers who have traditionally dominated the sector. Our clients are interested in learning from the experience we can bring from other sectors and they want to work with a consultancy that embeds itself in small integrated teams working in a truly collaborative fashion. It is important that you can contribute to sales and business development as well as leading consultant and client delivery teams on key engagements and accounts. In addition, we will expect you to motivate, support, and develop junior members of the Moorhouse team and play an active role in supporting the career development of a small group of colleagues. Moorhouse is looking for candidates with significant experience or evidenced ability to build strong relationships across all Financial Services sub sectors to help drive our growth ambitions. Moorhouse is currently unable to offer visa sponsorship for this role. Unfortunately, this means we are not able to progress applications from candidates who would require sponsorship now or in the future. Experience 4-6 years' consulting experience, from a big consulting firm, boutique consultancy or experience gained in working directly with Financial Services institutions, including Insurance, Banking, Payments, Asset & Wealth Management or Fintech. Demonstrable track record of outstanding delivery and advisory in one or more of the following areas: Risk change programmes, including risk appetite, enterprise risk frameworks, taxonomies, and control libraries. Regulatory transformation, including but not limited to Section 166 interventions, consumer duty, and outcomes based testing. Complex digital transformation programmes, including delivering AI and/or business change projects and knowledge of large scale delivery technologies (such as Salesforce, ServiceNow, workflow, prototyping software) Good knowledge of industry trends and value chains across FS sub sectors (Insurance, Banking, Payments, Asset & Wealth Management or Fintech), with the ability to translate insights into thought leadership and propositions. Strong stakeholder management and excellent ability to facilitate senior client conversations. A passion for collaborating closely with clients and colleagues in a supportive environment. Demonstrates adaptability, intellectual curiosity, and the ability to manage multiple priorities in dynamic or high demand environments. Proven commercial acumen and business development experience, including problem framing, solution articulation, and proposal development. Ability to build strong client relationships that support sales and BD opportunities. A people led focus, commitment to learning, and experience contributing to an inclusive team culture, including having successfully developed and grown teams around you. Experience leading and developing project teams in complex, matrix environments with a focus on delivering measurable client outcomes. You will be expected to contribute to a culture of sustainability and embrace Moorhouse's social responsibility by integrating responsible practices and upholding ethical standards and awareness in everyday work. Benefits What we can offer you: Total cash package of up to £80,000 including a base salary of £64,575 and a combination of personal and company bonuses that are paid every six months. 25 days annual leave increasing by one day for every full year of service to a maximum of 30 days with the option to buy or sell up to five days of annual leave per year. Life Assurance, Private Medical Insurance, Group Personal Pension Scheme and a range of discounted lifestyle and well being benefits through Perkbox. A culture where you will not need to compete with others because of promotion quotas or the typical distribution curves that govern performance management in other organisations. We recognise and reward performance consistently and transparently across the firm so that everyone knows where they stand. We offer flexible working arrangements with our offices near Liverpool Street although you can expect to spend some time as part of a team onUKclient sites.Wesupport flexibility wherever possible. Moorhouse is proud to be an equal opportunities employer, and our values underpin a working environment that is inclusive for all those who work for us. We encourage people to bring their whole selves to work, contribute ideas, take the initiative and be responsible for their impact on others internally and externally.
Remote Solution ArchitectRemote, United KingdomOur world is transforming, and PTC is leading the way.Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business.Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to create opportunities for our team members to explore, learn, and grow - all while seeing their ideas come to life and celebrating the differences that make us who we are and the work we do possible. Job Responsibilities: Lead consultant on functional project teams utilizing the ServiceMax, MaxApproach Methodology to implement the ServiceMax solution. Accountable for the following:o Leading discovery and design workshopso Completing business requirements analysis and confirmationo Ability to transform business requirements into a set of end to end solutions within the applicationo Identifying and documenting specifications and criteria for customizationso Confirming functional design with cliento Supporting configuration effort by project consultantso Overseeing quality reviews and testing of the configured solutiono Documenting finalized solution design and build specificationso Leading deployment and hand-offo Coordinating resolution of client-reported feedback and issueso Communicating with project team, as required, to ensure timely updates to project health, risks, issues and solutions Provide peer reviews of Solution Design and Configuration Documents ensuring fit between with ServiceMax best practices and business requirements Provide Field Service "Best Practice" guidance to clients Mentor PS and Partner Consultants providing guidance in defining field service business processes, communication, and scalable implementation strategies Lead or collaborate on internal projects promoting operational efficiencies and organizational effectiveness Support Sales by identifying upsell opportunities with existing clients Coordinate and oversee functional implementation activities for internal and partner consultants, developers, and client's point of contact (POC) on enterprise projects Liaise with the Technical Architect to design scalable, flexible solutions supporting business requirements Liaise with and support other functional groups within ServiceMax - including (but not limited to) training, development, support, product and engineering. Identify business use cases within different verticals or client implementations that may augment ServiceMax's product roadmap and delivery best practices Review and provide input to PS training materials and presentations Develop case studies, presentations, and internal processes and guidelines Required Skills: Minimum 2+ years experience with Salesforce in an administrative or configuration management capacity required Salesforce certification preferred (Minimum 1: ADM-201, Service Cloud, Platform App Builder) Salesforce technical experience with Apex, Lightning Platform, Visual Force, or Java preferred 7+ years consulting experience implementing with one or more Customer Relationship Management Solutions, (such as SAP, Oracle, Siebel) 5+ years experience working in a technology focused company Demonstrated leadership skills working with clients and peers Comfortable leading meetings/ sessions with Senior Management to discuss business process Excellent oral and written communication skills Ability to work in a globally distributed team environment, liaising with on-site teams and clients. Results driven attitude in a fast-paced environment Commitment to quality, customer success, and customer satisfaction Willingness to travel up to 50% of time, including international travel Desired Skills: Experience with field service operations or management, including experience with customer service management and call center support 1+ years experience implementing or working with the ServiceMax application Education: Bachelor's Degree in Business, Technology or related subjectLife at PTC is about more than working with today's most cutting-edge technologies to transform the physical world. It's about showing up as you are and working alongside some of today's most talented industry leaders to transform the world around you.We respect the privacy rights of individuals and are committed to handling Personal Information responsibly and in accordance with all applicable privacy and data protection laws. ."The Professional Services Solution Architect will be responsible for the successful implementation of the ServiceMax product suite. This role may work as part of a project team for larger, complex engagements; or in a primary role on smaller engagements (providing project management support). The successful candidate must be able to build strong relationships with clients and must be effective at communicating verbally and in writing. Additionally, he/she must have a passion for helping clients find creative ways to more effectively run their services businesses. You can learn more about who we are, what we do, and what sets us apart by following us on social media. The experience is one that we're proud to share and it just keeps getting better.Top skillsAgile MethodologiesNET Applications1. Technical Lead2. Senior Software Engineer3. Senior Solution Architect4. Senior Technical Consultant5. Solution Architect
Jan 17, 2026
Full time
Remote Solution ArchitectRemote, United KingdomOur world is transforming, and PTC is leading the way.Our software brings the physical and digital worlds together, enabling companies to improve operations, create better products, and empower people in all aspects of their business.Our people make all the difference in our success. Today, we are a global team of nearly 7,000 and our main objective is to create opportunities for our team members to explore, learn, and grow - all while seeing their ideas come to life and celebrating the differences that make us who we are and the work we do possible. Job Responsibilities: Lead consultant on functional project teams utilizing the ServiceMax, MaxApproach Methodology to implement the ServiceMax solution. Accountable for the following:o Leading discovery and design workshopso Completing business requirements analysis and confirmationo Ability to transform business requirements into a set of end to end solutions within the applicationo Identifying and documenting specifications and criteria for customizationso Confirming functional design with cliento Supporting configuration effort by project consultantso Overseeing quality reviews and testing of the configured solutiono Documenting finalized solution design and build specificationso Leading deployment and hand-offo Coordinating resolution of client-reported feedback and issueso Communicating with project team, as required, to ensure timely updates to project health, risks, issues and solutions Provide peer reviews of Solution Design and Configuration Documents ensuring fit between with ServiceMax best practices and business requirements Provide Field Service "Best Practice" guidance to clients Mentor PS and Partner Consultants providing guidance in defining field service business processes, communication, and scalable implementation strategies Lead or collaborate on internal projects promoting operational efficiencies and organizational effectiveness Support Sales by identifying upsell opportunities with existing clients Coordinate and oversee functional implementation activities for internal and partner consultants, developers, and client's point of contact (POC) on enterprise projects Liaise with the Technical Architect to design scalable, flexible solutions supporting business requirements Liaise with and support other functional groups within ServiceMax - including (but not limited to) training, development, support, product and engineering. Identify business use cases within different verticals or client implementations that may augment ServiceMax's product roadmap and delivery best practices Review and provide input to PS training materials and presentations Develop case studies, presentations, and internal processes and guidelines Required Skills: Minimum 2+ years experience with Salesforce in an administrative or configuration management capacity required Salesforce certification preferred (Minimum 1: ADM-201, Service Cloud, Platform App Builder) Salesforce technical experience with Apex, Lightning Platform, Visual Force, or Java preferred 7+ years consulting experience implementing with one or more Customer Relationship Management Solutions, (such as SAP, Oracle, Siebel) 5+ years experience working in a technology focused company Demonstrated leadership skills working with clients and peers Comfortable leading meetings/ sessions with Senior Management to discuss business process Excellent oral and written communication skills Ability to work in a globally distributed team environment, liaising with on-site teams and clients. Results driven attitude in a fast-paced environment Commitment to quality, customer success, and customer satisfaction Willingness to travel up to 50% of time, including international travel Desired Skills: Experience with field service operations or management, including experience with customer service management and call center support 1+ years experience implementing or working with the ServiceMax application Education: Bachelor's Degree in Business, Technology or related subjectLife at PTC is about more than working with today's most cutting-edge technologies to transform the physical world. It's about showing up as you are and working alongside some of today's most talented industry leaders to transform the world around you.We respect the privacy rights of individuals and are committed to handling Personal Information responsibly and in accordance with all applicable privacy and data protection laws. ."The Professional Services Solution Architect will be responsible for the successful implementation of the ServiceMax product suite. This role may work as part of a project team for larger, complex engagements; or in a primary role on smaller engagements (providing project management support). The successful candidate must be able to build strong relationships with clients and must be effective at communicating verbally and in writing. Additionally, he/she must have a passion for helping clients find creative ways to more effectively run their services businesses. You can learn more about who we are, what we do, and what sets us apart by following us on social media. The experience is one that we're proud to share and it just keeps getting better.Top skillsAgile MethodologiesNET Applications1. Technical Lead2. Senior Software Engineer3. Senior Solution Architect4. Senior Technical Consultant5. Solution Architect
frog - Customer Service Transformation Consultant Since June 2021, frog is part of Capgemini Invent. frog partners with customer centric enterprises to drive sustainable growth, by building and orchestrating experiences at scale, while harnessing the power of data and technology. We're inventing the future of customer experiences by delivering market defining business models, products, services, brand engagements and communications. Joining frog means you'll be joining the "pond," a global network of studios, each with a thriving in person and vibrant virtual culture. frogs are curious, collaborative, and courageous, united by our passion for improving the human experience across our areas of expertise, while each bringing our unique and diverse skills and experiences to the table. We draw on our global reach and local knowledge to solve complex problems and create innovative, sustainable solutions that touch hearts and move markets. frogs prize humour, positivity, and community just as highly as performance and outcomes. Our culture is open, flexible, inclusive, and engaging. Working at frog means being empowered to meet the moment, and Make Your Mark on every project, in your studio, your community-and the world at large. What you will be doing We are seeking highly motivated and experienced consultants to join our Customer Service Transformation team. In this role you will play a key part in helping our clients to transformation their customer and contact centre operations and leverage technology to improve the way they engage with their customers. From re imagining customer care strategies and operating models delivering a service fit for the agentic era to assessing current contact centre capabilities and identifying and building the future capabilities of the service operation. There has never been a more exciting time to be focused on service transformation You will help clients to boost their operational efficacy by optimising their current technology, implementing new technology or simply improving ways of working whilst also delivering great customer experience and service vision. Throughout your work you will need to put the user at heart of what you do as you shape both customer and colleague journeys across service touchpoints and re design processes to improve the overall customer and colleague experience You should have some of the following experience: We are looking for consultants with differing levels of experience including: Previous experience in business consulting and successfully transforming customer service operations at scale Hands on experience as an end user in Customer Service and CRM platforms would be ideal but at least an understanding for capabilities that are needed (e.g., Salesforce, Microsoft Dynamics, Google Dialogflow, CCaaS, conversational AI). Passion for shaping organisations to adapt to new trends in Customer Care, including the role of Agentic AI in transforming Contact Centres Supporting clients to identity challenges and applying your expertise to improve customer journeys, communications and experiences to help them deliver on their business goals Proven experience in designing and delivering Service and CRM strategies and operating models An overview of the role This role is an exciting blend of management consulting skills, mixed with Customer Service, Technology understanding, Strategy and Operations. Customer Service Transformation and Optimisation: Assist in supporting the business transformation enabled by the adoption of Customer Service platforms (e.g. Salesforce, Microsoft Dynamics, CCaaS platforms, conversational AI). Assist in supporting the business transformation enabled by Customer Service tools to deliver key business capabilities (e.g., automation, channel strategy, customer insight, knowledge management) Work with customers to identify challenges and opportunities that will enable them to deliver on their goals. Work collaboratively with technology, data and customer teams internally and externally to develop and deliver solutions for large scale service transformation projects with a focus on customer centricity & business outcomes Collaborate with clients to assess their current customer experience and the role of their tools and technologies in enabling this. Design strategies to improve customer engagement, channel usage and contact drivers Identify opportunities for innovation and process optimisation in customer facing processes and customer service journeys Stakeholder Engagement: Serve as a point of contact for clients, keeping them updated and alignment on delivery. Work with client teams to improve adoption of Customer Service & CX technology and ways of working to drive better Customer Engagement outcomes. Collaborate with internal and external stakeholders to align solutions with business objectives. What we look for: A good fit for this role will bring many of the skills, experience, and attributes below: Storyteller - can engage and excite across colleagues and clients alike through well crafted stories and messaging Pragmatic problem solver - focuses on finding practical solutions and reducing complexity to drive results. Proactive and flexible - adopts a hands on approach to solving problems and adjusts to shifting priorities with ease. Collaborative team player - builds strong relationships and works effectively across diverse stakeholders. Excellent interpersonal skills - builds trust and fosters strong connections with colleagues, clients, and stakeholders. Adaptable and agile - thrives in dynamic environments and embraces modern, agile ways of working Intellectually curious - seeks new and different ways of doing things and applies intellectual rigour to developing points of view and proposals It would be a bonus if you had: Experience working with at least one of these platform providers - Salesforce, Microsoft Dynamics, Nice, Genesys, AWS, Google Dialogflow Need to know We don't just believe in inclusion, we actively go out to making it a working reality. Driven by our core values and Inclusive Futures for All campaign, we build environments where you can bring your whole self to work. We aim to build an environment where employees can enjoy a positive work life balance. We embed hybrid working in all that we do and make flexible working arrangements the day to day reality for our people. All UK employees are eligible to request flexible working arrangements. Employee wellbeing is vitally important to us as an organisation. We see a healthy and happy workforce a critical component for us to achieve our organisational ambitions. To help support wellbeing we have trained 'Mental Health Champions' across each of our business areas. We have also invested in wellbeing apps such as Thrive and Peppy. CSR We're also focused on using tech to have a positive social impact. So, we're working to reduce our own carbon footprint and improve everyone's access to a digital world. It's something we're really serious about. In fact, we were even named as one of the world's most ethical companies by the Ethisphere Institute for the 10th year. When you join Capgemini, you'll join a team that does the right thing. We are a Disability Confident Employer Capgemini is proud to be a Disability Confident Employer (Level 2) under the UK Government's Disability Confident scheme. As part of our commitment to inclusive recruitment, we will offer an interview to all candidates who: Declare they have a disability, and meet the minimum essential criteria for the role. Please opt in during the application process. About Capgemini Invent Capgemini is a global business and technology transformation partner, helping organisations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55 year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end to end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, cloud and data, combined with its deep industry expertise and partner ecosystem. Whilst you will have London as an office base location, you must be fully flexible in terms of assignment location, as these roles may involve periods of time away from home at short notice. We offer a remuneration package which includes flexible benefits options for you to choose to suit your own personal circumstances and a variable element dependent grade and on company and personal performance. Similar job opportunities If this job isn't the right fit for you, explore other opportunities! When you join Capgemini, you don't just start a new job. You become part of something bigger. Learn about how the recruitment process works - how to apply, where to follow your application, and next steps. To help you bring out the best of yourself during the interview process, we've got some great interview tips to share before the big day.
Jan 16, 2026
Full time
frog - Customer Service Transformation Consultant Since June 2021, frog is part of Capgemini Invent. frog partners with customer centric enterprises to drive sustainable growth, by building and orchestrating experiences at scale, while harnessing the power of data and technology. We're inventing the future of customer experiences by delivering market defining business models, products, services, brand engagements and communications. Joining frog means you'll be joining the "pond," a global network of studios, each with a thriving in person and vibrant virtual culture. frogs are curious, collaborative, and courageous, united by our passion for improving the human experience across our areas of expertise, while each bringing our unique and diverse skills and experiences to the table. We draw on our global reach and local knowledge to solve complex problems and create innovative, sustainable solutions that touch hearts and move markets. frogs prize humour, positivity, and community just as highly as performance and outcomes. Our culture is open, flexible, inclusive, and engaging. Working at frog means being empowered to meet the moment, and Make Your Mark on every project, in your studio, your community-and the world at large. What you will be doing We are seeking highly motivated and experienced consultants to join our Customer Service Transformation team. In this role you will play a key part in helping our clients to transformation their customer and contact centre operations and leverage technology to improve the way they engage with their customers. From re imagining customer care strategies and operating models delivering a service fit for the agentic era to assessing current contact centre capabilities and identifying and building the future capabilities of the service operation. There has never been a more exciting time to be focused on service transformation You will help clients to boost their operational efficacy by optimising their current technology, implementing new technology or simply improving ways of working whilst also delivering great customer experience and service vision. Throughout your work you will need to put the user at heart of what you do as you shape both customer and colleague journeys across service touchpoints and re design processes to improve the overall customer and colleague experience You should have some of the following experience: We are looking for consultants with differing levels of experience including: Previous experience in business consulting and successfully transforming customer service operations at scale Hands on experience as an end user in Customer Service and CRM platforms would be ideal but at least an understanding for capabilities that are needed (e.g., Salesforce, Microsoft Dynamics, Google Dialogflow, CCaaS, conversational AI). Passion for shaping organisations to adapt to new trends in Customer Care, including the role of Agentic AI in transforming Contact Centres Supporting clients to identity challenges and applying your expertise to improve customer journeys, communications and experiences to help them deliver on their business goals Proven experience in designing and delivering Service and CRM strategies and operating models An overview of the role This role is an exciting blend of management consulting skills, mixed with Customer Service, Technology understanding, Strategy and Operations. Customer Service Transformation and Optimisation: Assist in supporting the business transformation enabled by the adoption of Customer Service platforms (e.g. Salesforce, Microsoft Dynamics, CCaaS platforms, conversational AI). Assist in supporting the business transformation enabled by Customer Service tools to deliver key business capabilities (e.g., automation, channel strategy, customer insight, knowledge management) Work with customers to identify challenges and opportunities that will enable them to deliver on their goals. Work collaboratively with technology, data and customer teams internally and externally to develop and deliver solutions for large scale service transformation projects with a focus on customer centricity & business outcomes Collaborate with clients to assess their current customer experience and the role of their tools and technologies in enabling this. Design strategies to improve customer engagement, channel usage and contact drivers Identify opportunities for innovation and process optimisation in customer facing processes and customer service journeys Stakeholder Engagement: Serve as a point of contact for clients, keeping them updated and alignment on delivery. Work with client teams to improve adoption of Customer Service & CX technology and ways of working to drive better Customer Engagement outcomes. Collaborate with internal and external stakeholders to align solutions with business objectives. What we look for: A good fit for this role will bring many of the skills, experience, and attributes below: Storyteller - can engage and excite across colleagues and clients alike through well crafted stories and messaging Pragmatic problem solver - focuses on finding practical solutions and reducing complexity to drive results. Proactive and flexible - adopts a hands on approach to solving problems and adjusts to shifting priorities with ease. Collaborative team player - builds strong relationships and works effectively across diverse stakeholders. Excellent interpersonal skills - builds trust and fosters strong connections with colleagues, clients, and stakeholders. Adaptable and agile - thrives in dynamic environments and embraces modern, agile ways of working Intellectually curious - seeks new and different ways of doing things and applies intellectual rigour to developing points of view and proposals It would be a bonus if you had: Experience working with at least one of these platform providers - Salesforce, Microsoft Dynamics, Nice, Genesys, AWS, Google Dialogflow Need to know We don't just believe in inclusion, we actively go out to making it a working reality. Driven by our core values and Inclusive Futures for All campaign, we build environments where you can bring your whole self to work. We aim to build an environment where employees can enjoy a positive work life balance. We embed hybrid working in all that we do and make flexible working arrangements the day to day reality for our people. All UK employees are eligible to request flexible working arrangements. Employee wellbeing is vitally important to us as an organisation. We see a healthy and happy workforce a critical component for us to achieve our organisational ambitions. To help support wellbeing we have trained 'Mental Health Champions' across each of our business areas. We have also invested in wellbeing apps such as Thrive and Peppy. CSR We're also focused on using tech to have a positive social impact. So, we're working to reduce our own carbon footprint and improve everyone's access to a digital world. It's something we're really serious about. In fact, we were even named as one of the world's most ethical companies by the Ethisphere Institute for the 10th year. When you join Capgemini, you'll join a team that does the right thing. We are a Disability Confident Employer Capgemini is proud to be a Disability Confident Employer (Level 2) under the UK Government's Disability Confident scheme. As part of our commitment to inclusive recruitment, we will offer an interview to all candidates who: Declare they have a disability, and meet the minimum essential criteria for the role. Please opt in during the application process. About Capgemini Invent Capgemini is a global business and technology transformation partner, helping organisations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55 year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end to end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, cloud and data, combined with its deep industry expertise and partner ecosystem. Whilst you will have London as an office base location, you must be fully flexible in terms of assignment location, as these roles may involve periods of time away from home at short notice. We offer a remuneration package which includes flexible benefits options for you to choose to suit your own personal circumstances and a variable element dependent grade and on company and personal performance. Similar job opportunities If this job isn't the right fit for you, explore other opportunities! When you join Capgemini, you don't just start a new job. You become part of something bigger. Learn about how the recruitment process works - how to apply, where to follow your application, and next steps. To help you bring out the best of yourself during the interview process, we've got some great interview tips to share before the big day.
Big Red Recruitment Midlands Limited
St. Albans, Hertfordshire
Our client is a fast-growing, founder-led organisation moving from start-up energy into a more structured, scalable growth phase. Technology is central to success, but it now needs focus to enable the business to move faster. This is a senior leadership opportunity for a hands-on IT Director who can take a solid but fragmented technology estate and turn it into a streamlined, secure, future-ready platform. You ll sit at Executive level, work closely with founders and the CEO, and play a defining role in shaping how technology supports customers, revenue, and long-term growth. The foundations are in place: Strong technology partners and consultants Modern tooling (Jira, Salesforce re-platforming underway) Improved software stability A small but capable core team across IT Ops, DevOps, Helpdesk, and Projects Now the focus shifts to proactivity, optimisation, and leadership visibility: Reducing cost and complexity Driving automation and AI-led efficiencies Making technology more effective, better communicated, and more commercially aligned Your mandate is clear: make it leaner, smarter, and more impactful. As IT Director, you will: Own and deliver a 3-year technology roadmap aligned to business growth Lead IT strategy, operations, security, and vendor management Optimise OPEX budget, with a clear target to cut costs, through smarter spend, simplification, and automation Rationalise a tech stack that has grown through add-ons and point solutions Strengthen cyber security, governance, and compliance Bring visibility and clarity to technology decisions, risks, and outcomes at Exec level Be present, vocal, and influential Lead, develop, and challenge a hybrid internal and outsourced team About you: An EdTech or Software House background would lend itself well here, or a B2B2C environment, so you have full understanding of customer onboarding and experience. Commercially minded and comfortable owning full budgets Previously led change in scaling, founder-led or growth-stage environments Balances strategy with delivery and isn t afraid to get hands-on Can simplify complexity and explain technology simply Has experience with SaaS platforms, cloud environments, integrations, and vendors Understands cyber security, GDPR, and operational risk Permanent opportunity Hybrid role: 3 days per week in the office (St Albans) Salary up to £120,000 Up to 20% bonus, 28 days holiday + Bank Holiday, 6% employer pension contribution, wellbeing programme and more. Modern office space, free breakfast, discounted parking
Jan 16, 2026
Full time
Our client is a fast-growing, founder-led organisation moving from start-up energy into a more structured, scalable growth phase. Technology is central to success, but it now needs focus to enable the business to move faster. This is a senior leadership opportunity for a hands-on IT Director who can take a solid but fragmented technology estate and turn it into a streamlined, secure, future-ready platform. You ll sit at Executive level, work closely with founders and the CEO, and play a defining role in shaping how technology supports customers, revenue, and long-term growth. The foundations are in place: Strong technology partners and consultants Modern tooling (Jira, Salesforce re-platforming underway) Improved software stability A small but capable core team across IT Ops, DevOps, Helpdesk, and Projects Now the focus shifts to proactivity, optimisation, and leadership visibility: Reducing cost and complexity Driving automation and AI-led efficiencies Making technology more effective, better communicated, and more commercially aligned Your mandate is clear: make it leaner, smarter, and more impactful. As IT Director, you will: Own and deliver a 3-year technology roadmap aligned to business growth Lead IT strategy, operations, security, and vendor management Optimise OPEX budget, with a clear target to cut costs, through smarter spend, simplification, and automation Rationalise a tech stack that has grown through add-ons and point solutions Strengthen cyber security, governance, and compliance Bring visibility and clarity to technology decisions, risks, and outcomes at Exec level Be present, vocal, and influential Lead, develop, and challenge a hybrid internal and outsourced team About you: An EdTech or Software House background would lend itself well here, or a B2B2C environment, so you have full understanding of customer onboarding and experience. Commercially minded and comfortable owning full budgets Previously led change in scaling, founder-led or growth-stage environments Balances strategy with delivery and isn t afraid to get hands-on Can simplify complexity and explain technology simply Has experience with SaaS platforms, cloud environments, integrations, and vendors Understands cyber security, GDPR, and operational risk Permanent opportunity Hybrid role: 3 days per week in the office (St Albans) Salary up to £120,000 Up to 20% bonus, 28 days holiday + Bank Holiday, 6% employer pension contribution, wellbeing programme and more. Modern office space, free breakfast, discounted parking
Salesforce Solution Architect Location: Hybrid (London) Salary: 90,000 - 95,000 + 15% bonus We are partnering with a rapidly growing Financial Services organisation that is looking for an experienced Salesforce professional to take ownership of their platform and play a pivotal role in shaping its future. This is an opportunity to join early, influence strategy, and help build a team around you as the business scales through 2026 and beyond. Key Responsibilities Engage directly with business stakeholders to understand requirements and operational needs. Translate stakeholder input into clear solution designs, data models, and platform workflows. Take hands-on ownership of Salesforce development, administration, customisation, and integrations. Design and deliver scalable solutions that balance immediate business needs with long-term platform health. Own solutions end-to-end, from requirement gathering through design, build, and rollout. Ensure solutions follow best practices around governance, security, and data quality. Collaborate with cross-functional teams to deliver practical, production-ready outcomes. Ideal Candidate Strong hands-on experience with Salesforce, including configuration, custom development, and integrations. Proven ability to gather requirements and translate them into delivered solutions. Background in consulting or delivery-focused roles (Senior Consultant / Manager level preferred). Ability to design and implement solutions independently. Solid understanding of platform governance, security, and data modelling. Excellent communication skills to simplify complex topics for different audiences. Salesforce certifications are highly advantageous. Why Apply? This is a rare opportunity to join a high-growth financial services business at a critical stage of its journey. You'll have autonomy, influence, and the chance to shape a Salesforce ecosystem from the ground up.
Jan 10, 2026
Full time
Salesforce Solution Architect Location: Hybrid (London) Salary: 90,000 - 95,000 + 15% bonus We are partnering with a rapidly growing Financial Services organisation that is looking for an experienced Salesforce professional to take ownership of their platform and play a pivotal role in shaping its future. This is an opportunity to join early, influence strategy, and help build a team around you as the business scales through 2026 and beyond. Key Responsibilities Engage directly with business stakeholders to understand requirements and operational needs. Translate stakeholder input into clear solution designs, data models, and platform workflows. Take hands-on ownership of Salesforce development, administration, customisation, and integrations. Design and deliver scalable solutions that balance immediate business needs with long-term platform health. Own solutions end-to-end, from requirement gathering through design, build, and rollout. Ensure solutions follow best practices around governance, security, and data quality. Collaborate with cross-functional teams to deliver practical, production-ready outcomes. Ideal Candidate Strong hands-on experience with Salesforce, including configuration, custom development, and integrations. Proven ability to gather requirements and translate them into delivered solutions. Background in consulting or delivery-focused roles (Senior Consultant / Manager level preferred). Ability to design and implement solutions independently. Solid understanding of platform governance, security, and data modelling. Excellent communication skills to simplify complex topics for different audiences. Salesforce certifications are highly advantageous. Why Apply? This is a rare opportunity to join a high-growth financial services business at a critical stage of its journey. You'll have autonomy, influence, and the chance to shape a Salesforce ecosystem from the ground up.
Ref: VR 01580 - Home - £65,000 plus £40k ote and excellent benefits. Job type: permanent Role: Corporate Account Manager Department: Contract: Permanent Reporting To: Job Location: Home Based The Corporate Account Manager is responsible for retaining and developing a portfolio of large strategic customers (fleets of 750+ vehicles) within the Corporate Sector. The role focuses on building long-term partnerships, driving customer satisfaction, and unlocking growth opportunities across existing accounts in support of the business's growth strategy. While primarily centred on retention, expansion, and value delivery, the Account Manager will also pursue selective new business opportunities that complement the strategic portfolio. WHAT WILL I BE DOING Own and develop the strategic account plans of a portfolio of 8-10 key corporate customers, many of which operate several thousand vehicles and represent a significant part of the business portfolio. Protect and retain key accounts at renewal, while driving growth through upsell, upgrade, and add-on opportunities. Drive new logo acquisition (c.25% of the role) by identifying prospective targets, engaging decision makers, and securing appointments. Manage the full sales cycle - from lead generation and needs analysis, through to proposal, negotiation, closing, and seamless handover to the Deployment Team. Present solutions directly to senior contacts through meetings, calls, and written communication. Demonstrate a strong understanding of business competences, vertical market priorities, and industry issues, ensuring solutions and ROI are clearly articulated. Negotiate and close profitable contracts in line with pricing policy, preparing accurate, tailored proposals and presentations to corporate standards. Provide feedback to the business on customer retention efforts, including key client challenges and product-related issues. Build and manage a robust sales pipeline, ensuring diligent use of Salesforce for account planning, opportunity tracking, and reporting. Deliver accurate sales forecasts and performance reports, meeting all productivity and KPI requirements. Collaborate closely with cross-functional colleagues, projecting a professional and positive image of the business while consistently achieving - and aiming to exceed - sales targets. TO BE SUCCESSFUL YOU WILL LIKELY HAVE University degree and a strong track record of continuous professional growth. Senior sales executive with a minimum of 5 years' experience in fleet or SaaS sales, with demonstrable success working with large corporates. Proven ability to manage and grow complex account portfolios - balancing high retention with strong revenue growth - and to win new business/new logos. Highly developed strategic selling skills, with experience engaging board-level stakeholders to secure buy-in; gravitas and confidence to act as a trusted partner. Strong commercial acumen with experience structuring and closing high-value contracts, supported by excellent negotiation skills. Clear and disciplined approach to forecasting and pipeline management, consistently delivering accurate quarter-by-quarter revenue predictions. Exceptional interpersonal and communication skills, including the ability to influence at all levels, backed by strong presentation and written skills. High levels of drive, organisation, creativity, and results focus, ensuring all sales opportunities are captured and maximised. By sending us your CV, it will be directed to the relevent consultant that specialises in your industry sector and skill set.
Jan 09, 2026
Full time
Ref: VR 01580 - Home - £65,000 plus £40k ote and excellent benefits. Job type: permanent Role: Corporate Account Manager Department: Contract: Permanent Reporting To: Job Location: Home Based The Corporate Account Manager is responsible for retaining and developing a portfolio of large strategic customers (fleets of 750+ vehicles) within the Corporate Sector. The role focuses on building long-term partnerships, driving customer satisfaction, and unlocking growth opportunities across existing accounts in support of the business's growth strategy. While primarily centred on retention, expansion, and value delivery, the Account Manager will also pursue selective new business opportunities that complement the strategic portfolio. WHAT WILL I BE DOING Own and develop the strategic account plans of a portfolio of 8-10 key corporate customers, many of which operate several thousand vehicles and represent a significant part of the business portfolio. Protect and retain key accounts at renewal, while driving growth through upsell, upgrade, and add-on opportunities. Drive new logo acquisition (c.25% of the role) by identifying prospective targets, engaging decision makers, and securing appointments. Manage the full sales cycle - from lead generation and needs analysis, through to proposal, negotiation, closing, and seamless handover to the Deployment Team. Present solutions directly to senior contacts through meetings, calls, and written communication. Demonstrate a strong understanding of business competences, vertical market priorities, and industry issues, ensuring solutions and ROI are clearly articulated. Negotiate and close profitable contracts in line with pricing policy, preparing accurate, tailored proposals and presentations to corporate standards. Provide feedback to the business on customer retention efforts, including key client challenges and product-related issues. Build and manage a robust sales pipeline, ensuring diligent use of Salesforce for account planning, opportunity tracking, and reporting. Deliver accurate sales forecasts and performance reports, meeting all productivity and KPI requirements. Collaborate closely with cross-functional colleagues, projecting a professional and positive image of the business while consistently achieving - and aiming to exceed - sales targets. TO BE SUCCESSFUL YOU WILL LIKELY HAVE University degree and a strong track record of continuous professional growth. Senior sales executive with a minimum of 5 years' experience in fleet or SaaS sales, with demonstrable success working with large corporates. Proven ability to manage and grow complex account portfolios - balancing high retention with strong revenue growth - and to win new business/new logos. Highly developed strategic selling skills, with experience engaging board-level stakeholders to secure buy-in; gravitas and confidence to act as a trusted partner. Strong commercial acumen with experience structuring and closing high-value contracts, supported by excellent negotiation skills. Clear and disciplined approach to forecasting and pipeline management, consistently delivering accurate quarter-by-quarter revenue predictions. Exceptional interpersonal and communication skills, including the ability to influence at all levels, backed by strong presentation and written skills. High levels of drive, organisation, creativity, and results focus, ensuring all sales opportunities are captured and maximised. By sending us your CV, it will be directed to the relevent consultant that specialises in your industry sector and skill set.
Salesforce Developer: A super cool Fintech start up who are disrupting the wealth management/financial advice space are looking to add a Senior Salesforce Developer to their existing Salesforce team. Their mission statement is to make wealth management accessible to everyone in the UK, no matter their financial status and they're hoping you might be able to help them with that mission! They've doubled in size as a business over the last 3 years and they've pretty much reached their limit with configuration so you'll be leveraging code to improve processes such as guided mortgage advice and compliance review. You'll develop a deep understanding of the business and use Salesforce to solve business problems and onboard new types of customers in the coming years. Key notes on the role below: Strong technical hire, capable of building using APEX and LWCs to take some of the technical responsibilities away from the Product Lead Trusted to act independently and autonomously, without the Product Lead hand holding must be able to hit the ground running Confidence to challenge the Product Lead on strategy, new processes, products, enhancements etc. Opportunity to be involved in product based decisions. Authenticity and ability to gel with the rest of the team is key Salesforce consulting background (highly desirable) Exposure/interest in Omnistudio (desirable) Financial Services experience desirable, but not essential Role: Salesforce Developer Location: Hybrid - circa 2/week in their London office Salary: £75,000 - £85,000 + bonus + share options For immediate consideration, please send your CV to the details provided and Zak Harvey will be in touch shortly. Lawrence Harvey are one of the leading Salesforce recruitment specialists in the UK, representing Salesforce directly, the partner network and the end-user community. As highly competent consultants, we are consistently building on the excellent reputation that we have already established in Salesforce recruitment. We work in partnership with our clients and candidates building a relationship through understanding so we can ensure we are always delivering to their needs.
Jan 09, 2026
Full time
Salesforce Developer: A super cool Fintech start up who are disrupting the wealth management/financial advice space are looking to add a Senior Salesforce Developer to their existing Salesforce team. Their mission statement is to make wealth management accessible to everyone in the UK, no matter their financial status and they're hoping you might be able to help them with that mission! They've doubled in size as a business over the last 3 years and they've pretty much reached their limit with configuration so you'll be leveraging code to improve processes such as guided mortgage advice and compliance review. You'll develop a deep understanding of the business and use Salesforce to solve business problems and onboard new types of customers in the coming years. Key notes on the role below: Strong technical hire, capable of building using APEX and LWCs to take some of the technical responsibilities away from the Product Lead Trusted to act independently and autonomously, without the Product Lead hand holding must be able to hit the ground running Confidence to challenge the Product Lead on strategy, new processes, products, enhancements etc. Opportunity to be involved in product based decisions. Authenticity and ability to gel with the rest of the team is key Salesforce consulting background (highly desirable) Exposure/interest in Omnistudio (desirable) Financial Services experience desirable, but not essential Role: Salesforce Developer Location: Hybrid - circa 2/week in their London office Salary: £75,000 - £85,000 + bonus + share options For immediate consideration, please send your CV to the details provided and Zak Harvey will be in touch shortly. Lawrence Harvey are one of the leading Salesforce recruitment specialists in the UK, representing Salesforce directly, the partner network and the end-user community. As highly competent consultants, we are consistently building on the excellent reputation that we have already established in Salesforce recruitment. We work in partnership with our clients and candidates building a relationship through understanding so we can ensure we are always delivering to their needs.
Senior Account Executive, EMEA Department: Sales Employment Type: Permanent - Full Time Location: Europe, Middle East, Africa (EMEA - Remote) Description At OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources. What Makes us Unique? What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape. About the Role This is a strategic sales role where you'll own your business end to end. You'll work closely with enterprise prospects, dig into their business challenges, and guide them toward solutions that make sense for where they are and where they want to go. If you're someone who is comfortable in complex sales cycles, enjoys consultative conversations, and thrives with a lot of autonomy, you'll feel right at home here. What You'll Do at OnePlan Manage the full sales cycle from prospecting to close for enterprise accounts Work directly with C suite and senior leaders to understand their goals and map OnePlan's solutions to their priorities Deliver tailored demos and lead technical discovery alongside our Solution Consultants Build and configure use cases and guide customers through pilots and trial Create territory plans and account strategies that support a strong, healthy pipeline Build trusted relationships with prospects, partners, and internal teams Prepare and negotiate pricing, SOWs, and contract terms Maintain accurate pipeline and forecasts in Salesforce Work closely with Customer Success and Product to ensure smooth handoffs and long term customer value Identify upsell and cross sell opportunities within existing accounts Stay plugged into industry trends, Microsoft ecosystem programs, and competitive movements Our Ideal Fit Experience selling SaaS or Microsoft ecosystem solutions into large enterprise accounts Comfort managing long, complex sales cycles with multiple stakeholders A consultative approach that builds trust and keeps conversations grounded Confidence engaging C suite and senior leaders on strategic business outcomes Familiarity with sales methodologies such as MEDDPICC, Challenger, or Sandler Experience partnering with Solution Consultants or presales teams to shape deals Ability to guide customers through pilots, use cases, and early solution validation Strong ownership mindset with steady communication and follow through Bonus Points if you Have: Experience selling PPM, work management, or planning software Understanding of Microsoft's co sell programs and partner ecosystem Exposure to global enterprise environments or long cycle strategic sales Comfort configuring product scenarios or hands on demos More Reasons Why You Should Apply! We're a remote first company with team members across the USA, Canada, UK, and India! OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022. We've been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report. We offer comprehensive health, dental, and vision benefits, with additional insurance options. Employer RRSP and 401K matching programs. A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable! At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. Upon receipt of an offer letter, candidates will be subject to a standard background check process. Disclaimer: We'll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we'll follow our standard hiring process every time. You'll never be asked for money or personal information during the interview process. If something feels off, don't hesitate to reach out to us to confirm. Ready to Apply? Check out what it's like to work at OnePlan and learn more about us at
Jan 06, 2026
Full time
Senior Account Executive, EMEA Department: Sales Employment Type: Permanent - Full Time Location: Europe, Middle East, Africa (EMEA - Remote) Description At OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources. What Makes us Unique? What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape. About the Role This is a strategic sales role where you'll own your business end to end. You'll work closely with enterprise prospects, dig into their business challenges, and guide them toward solutions that make sense for where they are and where they want to go. If you're someone who is comfortable in complex sales cycles, enjoys consultative conversations, and thrives with a lot of autonomy, you'll feel right at home here. What You'll Do at OnePlan Manage the full sales cycle from prospecting to close for enterprise accounts Work directly with C suite and senior leaders to understand their goals and map OnePlan's solutions to their priorities Deliver tailored demos and lead technical discovery alongside our Solution Consultants Build and configure use cases and guide customers through pilots and trial Create territory plans and account strategies that support a strong, healthy pipeline Build trusted relationships with prospects, partners, and internal teams Prepare and negotiate pricing, SOWs, and contract terms Maintain accurate pipeline and forecasts in Salesforce Work closely with Customer Success and Product to ensure smooth handoffs and long term customer value Identify upsell and cross sell opportunities within existing accounts Stay plugged into industry trends, Microsoft ecosystem programs, and competitive movements Our Ideal Fit Experience selling SaaS or Microsoft ecosystem solutions into large enterprise accounts Comfort managing long, complex sales cycles with multiple stakeholders A consultative approach that builds trust and keeps conversations grounded Confidence engaging C suite and senior leaders on strategic business outcomes Familiarity with sales methodologies such as MEDDPICC, Challenger, or Sandler Experience partnering with Solution Consultants or presales teams to shape deals Ability to guide customers through pilots, use cases, and early solution validation Strong ownership mindset with steady communication and follow through Bonus Points if you Have: Experience selling PPM, work management, or planning software Understanding of Microsoft's co sell programs and partner ecosystem Exposure to global enterprise environments or long cycle strategic sales Comfort configuring product scenarios or hands on demos More Reasons Why You Should Apply! We're a remote first company with team members across the USA, Canada, UK, and India! OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022. We've been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report. We offer comprehensive health, dental, and vision benefits, with additional insurance options. Employer RRSP and 401K matching programs. A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable! At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace. Upon receipt of an offer letter, candidates will be subject to a standard background check process. Disclaimer: We'll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we'll follow our standard hiring process every time. You'll never be asked for money or personal information during the interview process. If something feels off, don't hesitate to reach out to us to confirm. Ready to Apply? Check out what it's like to work at OnePlan and learn more about us at