Senior Sales Manager - FA Solutions

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Position – Senior Sales Manager

Reporting to Joey Cozens-Smith (Head of Sales) and within the Global Sales organization, the Senior Sales Manager will establish and manage strategic relationships with C-Level and Line of Business executives within new name prospective customers for FA Solutions. The target customer profile will include Asset Managers, Private Banks, Wealth Managers and Family Offices predominately located in Sweden. The primary remit will be to define a regional sales strategy for Swedish territory and proactively drive the strategy forward both directly to end users and via a partner ecosystem. In addition, to build a strong, sustainable and evolving pipeline of opportunity, securing new revenue growth and recurring revenue streams. 

The position involves proactive targeted business development which will lead to strategic relationship management; Solution selling of FA Solutions software and service solutions; Work with marketing and product management teams to identify and define new market and product opportunities as well as influencing initiatives that address current and future market needs.

Although the position is focused on customer acquisition and revenue growth there is a secondary requirement to show insight and thought-leadership that will positively challenge the customer’s perception of best practice and influence their approach to investment management technology.


Specific Responsibilities

  • Reach sales targets set by management by:
    • Working closely with the management team to define Swedish regional sales strategy and execute multiple sales campaigns.
    • Identify appropriate contacts within target mid market prospects.
    • Engage with tier1 institutions to form sales partnerships
    • Prospecting (incl. cold calling) for new business with identified contacts in defined region.
    • Prepare / present compelling proposition proposals.
    • Learn, and eventually demo the FA Platform to prospective customer
    • Maintaining relationships with identified contacts in target accounts.
    • Plan and manage seminars and breakfast briefings, follow inbound leads and build relationship with management consultancy community
  • Weekly on-time reporting of sales pipeline and forecasting information that demonstrates a prospect base is being developed to meet sales quotas.
  • For each targeted account, produce and maintain account plans and activities in Nutshell CRM
  • Act as a key point of contact for prospect business issues and questions.
  • Attend trade shows and company meetings as required.
  • Form relationships with FA Solutions international sales teams to leverage ideas and global account activity. Maintain a high level of company and product knowledge.


Relevant Skills and Experience

  • The chosen individual will be:
    • An ambitious and tenacious buy-side software sales executive with a track record of success selling software solutions to tier 1 Asset Managers and mid market Investment & Wealth Managers / Private Banks / Family Offices
    • An excellent long-term relationship builder and team player.
    • Able to define and communicate value propositions.
    • Educated to degree level.
  • The chosen individual will have:
    • A demonstrable and sustained track record of sales success with a proven track record of meeting sales targets.
    • The ability to initiate and sustain relationships with large, medium and small sized prospective customers.
    • Confidence and credibility to work at the “C-level” in prospect organisations as well as all other senior, middle management and junior roles, as required to develop and close sales.
    • Excellent verbal and written communication skills.
    • Strong presentation skills. Desire to learn and personally demo the FA Platform to prospects
    • Knowledge of investment management processes or other business areas that FA Solutions is engaged in.

Other Attributes

  • Ability to manage priorities and effectively time manage with flexible approach.
  • Self-motivated and able to work under pressure.
  • Professional manner and excellent inter-personal skills.
  • Ability to work independently and also collaboratively with disparate international teams.
  • Lively and tenacious.

Company profile

FA Solutions provides modern Portfolio Management Software for clients such as Fund Managers, Wealth Managers, Robo Advisors, Family Offices, and Private Banks. We are a one product company, fully committed to the financial industry. Our product, FA Platform, has a worldwide client base with more than 100 clients in highly regulated markets in Asia, Europe, North America, and Middle East. FA Platform is a modern, web-based software platform for investment management. It allows companies to have everything in a single system from back, middle, and front office to end clients. With FA Platform you can manage your business anytime, in any place, and with any device. The transaction-based, multi-currency platform is highly configurable for different business and regional needs. The platform consists of modules, enabling you to choose exactly which functionalities you need to fulfil your business needs. Additionally, FA Platform enables modern integrations for automating processes such as trading, reporting, and market data flows.


Key facts

  • 60+ employees with 7 different nationalities across 4 continents, with solution installations in 14 countries
  • High growth – 100% in 2014 and between 40-50% growth ever year between 2015 and present
  • Privately owned, profitable business
  • Senior management team to support international growth and business scalability
  • Offices in Stockholm, Helsinki and London

For more information, see


FA Solutions is partnering with Netwrk in this recruitment. For questions please contact Recruitment Consultants Christoffer Linder; or +46 70 762 90 82 or Michael Brommels; or +46 72 55 55 713.

Or, know someone who would be a perfect fit? Let them know!

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