Business Development Manager – CCH Tagetik


£140,000 pa OTE (uncapped), Up to £70K basic (dependent on experience) +Pension +Healthcare +Car

As a BDM – CCH® Tagetik professional, you will build and grow client relationships within new and existing client organisations. You will leverage your knowledge to expertly address the customer’s business needs with Wolters Kluwers CCH Tagetik Enterprise Performance Management (EPM) products, tools and solutions and related professional consultancy services and managed services. Within the Codestone Group, you will have the opportunity to apply your knowledge, skills and abilities, as you grow your career as a sales professional.

To ensure that you have the tools you need to succeed, you will be part of a successful and supportive UK-based Marketing & Sales team, with team members responsible for Inside Sales, Technical Presales, Marketing and Account Management. You will be reporting to the Sales Director.

The primary objective of the CCH Tagetik BDM is to achieve their overall revenue goal, either by onboarding new prospects or by upselling and cross selling into existing accounts. In this capacity:

  • Organise and execute both customer and new prospect 1st meeting engagements, demo’s, presentations, workshops and other activities as required from time to time
  • Conduct customer white space profiling and requirements gathering
  • Research and identify new business opportunities, including new markets, growth areas, trends, clients, partnerships, products and services – or new ways of reaching existing markets
  • Lead conversations with prospects to unearth challenges, gain an understanding of upcoming projects and their digital roadmaps
  • Book outbound meetings through a multi-channel approach of lead chasing, cold-calls, emails, social selling, networking and independent research
  • Foster and develop relationships with clients and communicate with leads in pipeline
  • Conduct software demonstrations and company presentations
  • Produce sales documents including budgetary proposals, statements of work, master services agreements and others as required
  • Understand and present the Codestone value proposition
  • Complete RFI/ITT’s and coordinating bids
  • Maintain and grow customer relationships and prospects across all sectors
  • Maintain and grow vendor / supplier relationships
  • Promote an ethos of customer success
  • Liaise, contribute and feedback to Internal Sales, Account Management and Marketing teams
  • Help to plan sales campaigns and aid in creating/leading a sales pipeline
  • Understand the needs and challenges of your customers and be able to respond effectively with a plan of how to meet these
  • Think strategically – see the bigger picture and set aims and objectives in order to develop and improve the business and meet commercial targets
  • Work strategically – carry out necessary planning in order to implement operational changes
  • Carry out sales forecasts and analysis and present your findings to senior management
  • Strive to learn on a daily basis and provide mentorship to those in your team and around you
  • Have an influence on the growth of the overall business

About You
Applicants must have experience in both customer facing sales in our industry sector and a proven track record of success.
Required Experience and Key Successful Factors:

  • Minimum 5+ years of experience in B2B selling of software and/or IT solutions in financial management, business analytics, platform integration and/or process management
  • Able to generate, nurture and close sales opportunities both in a customer base and new prospects Confidence in managing complex, solution sales cycles, and involves working closely with Inside Sales, Pre-Sales, Product Management, Legal, Senior Management and other areas of the organisation
  • Minimum 2 years with proven track record of success in Net New Name sales (not Account Management) into Mid to Large sized Enterprises
  • A good understanding or background in financial software – ERP/EPM/CPM/BI
  • Experience in negotiating and closing software deals
  • Experience selling EPM solutions and IT Managed Services into the mid-market
  • Demonstrable track record in consistently meeting/exceeding sales quotas in the software and/or professional services space
  • Understanding of the finance function and of business challenges to be able to demonstrate business benefits of an IT / software solution
  • Connection and experience with selling to C-suite customers
  • Ability to demonstrate and communicate the value of sophisticated and complex products/technologies
  • Demonstrated ability to build relationships with key decision-makers
  • Highly motivated, with proven ability to over-achieve individual and team-based targets
  • Strong customer focus and excellent verbal, written and presentation skills – across:
    • Customer/requirement focused software demonstrations and presentations
    • Production of high quality sales proposals
    • Completion of RFI/ITT’s and coordination of bids
  • Fluency in English is a must

Apply now

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