Client Accounts Executive

Established in 1991 and headquartered in the UK, IBS Intelligence (IBSi) is the world's only pure-play Financial Technology research, advisory and media firm, with global coverage and a 360° portfolio of intelligence offerings. For over 30 years, IBSi's expert teams have delivered independent, in-depth, actionable insight across Financial Technology and the global banking, consulting, technology and institutional-investor world. IBSi covers 5,000+ FinTech vendors in depth — the largest such coverage by any research firm in the space — and its iconic annual Sales League Table has been the industry's barometer of global FinTech vendor performance for 20+ years, spanning 120+ leading participants across 150+ countries and 20+ system types.

IBSi is part of the wider Cedar-IBSi platform. The platform runs Cedar-IBSi FinTech Labs, a BankTech / B2B FinTech accelerator home to 70+ FinTechs since 2017; Cedar Hill Capital, an early-stage venture capital fund backing founders building AI-first enterprise technology for financial services; and Cedar, a 40-year-old global management consulting firm with deep expertise in business strategy and technology and digital transformation for financial-services clients worldwide.

The Client Accounts Executive owns revenue growth and client engagement for IBS Intelligence across the UK and EU, selling IBSi's flagship offerings into FinTechs, banks and financial institutions, consulting firms and investment firms.

As Client Accounts Executive for IBSi in the UK, you will build the pipeline, run pre-sales conversations, and deepen relationships with existing and past clients. The role calls for a strong working understanding of IBSi's products, disciplined account mapping, opportunity identification and market research. It may also be titled Sales Executive or Business Development Executive.

Revenue generation & pipeline ownership

–   Drive revenue growth and sales of IBSi's key offerings — including summit sponsorships, awards packages, Lab memberships and the IBSi Galaxy platform, among others.

Business development & market expansion

–   Identify, qualify and convert new business opportunities across FinTechs, consulting firms, investment firms (PE/VC) and banks / financial institutions in the UK and EU.

–   Lead pre-sales discussions with firms and hand over to IBSi sales leadership teams across key markets (India and the Middle East, among others).

Client relationship management

–   Build and nurture long-term relationships with stakeholders, decision-makers and influencers across the FinTech and banking ecosystem.

–   Maintain and deepen relationships with existing and past IBSi UK and EU clients through regular engagement.

Sales strategy & reporting

–   Attend external industry events to network with organisations and identify new prospects.

–   Develop and maintain a sales pipeline using CRM tools; report weekly progress and forecasts to management.

–   Stay informed on FinTech innovations and competitor activity.

Internal collaboration

–   Work closely with marketing on campaigns and lead generation; coordinate with delivery and research teams to ensure proposal and output quality; feed client needs back into product and research development.

Education: Bachelor's degree from a reputed university; postgraduates are welcome.

Experience: 3–5 years of experience selling software or services to banks, FinTechs, consulting firms and investment firms, with demonstrated success in achieving sales targets and building long-term partner relationships.

Other: Willingness to travel within the UK and EU to engage with clients and attend events. Knowledge or experience of the FinTech, financial services or technology sectors is an added advantage.

Functional & technical skills: Consultative and solution selling; pipeline and account management; commercial proposal development; CRM discipline and forecasting; pre-sales and opportunity qualification.

Banking & FinTech domain knowledge: Banking and financial-technology market landscape; FinTech vendor ecosystem; how research, advisory and media offerings create value for banks, FinTechs and investors.

Behavioural competencies: Confident self-starter; independence and ownership; excellent communication; commercial judgement; client orientation; resilience.

Internal: Head of IBSi, IBSi sales leadership across India and the Middle East, marketing, research and data teams, editorial and digital-properties teams.

External: Banks and financial institutions, FinTech and technology vendors, consulting firms, investment firms (PE/VC), and event sponsors across the UK and EU.

Progression: Subject to sustained performance, demonstrated capability and business requirements, the role offers a path toward senior commercial and account-leadership positions within IBSi.

Success (first 12–18 months): The UK & EU territory meets or exceeds its revenue target; a healthy qualified pipeline is built and maintained; existing and past client relationships are re-engaged and grown; CRM records and forecasts are accurate and reliable.