Head of Sales

myprosperity is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.

Founded in 2011, myprosperity partners with accountants and financial advisers to deliver their clients a tailored solution that integrates with every aspect of their financial world. myprosperity is on a mission to help households live their best financial lives. In a world of financial complexity and friction, we have emerged as the leading client portal solution to make it easier for households to collaborate with their advisers and accountants across all aspects of their financial lives.

While we’ve been around for 12 years, we continue to retain a ‘startup’ culture of innovation. We have a team of passionate and talented individuals working together to solve a big problem. According to CPA Australia’s ‘The Value of Advice’ report, if more Australians were able to access quality and affordable professional advice, we would be saving the Australian economy over $630 billion – definitely a problem worth solving.

The role

As the Head of Sales for myprosperity, you will be responsible for leading and managing a team of sales professionals who are responsible for selling and delivering the product to prospective customers.

You will work closely with the product, marketing, operations, and customer success teams to develop and execute the take to market strategy for myprosperity's product offering. This will include refining the value proposition, sales process, and program delivery for each professional segment, as well as identify new opportunities for growth and expansion in the B2B market.

You will be a strong advocate in market for myprosperity, actively presenting myprosperity in market and building and maintain strong relationships with key partners and senior stakeholders in the financial services industry.

This is a full time permanent position located in Melbourne or Sydney.

Key responsibilities

• Develop and execute sales strategies: create and implement sales strategies using tactical activity to promote myprosperity to financial professionals
• Build connections and provide guidance, coaching, and support to motivate the sales team to meet or exceed sales targets
• Build and maintain strong relationships with key partners, understand their pain points, conduct myprosperity partner portal and pro account demonstrations, and offer solutions that solve problems and drive partner engagement and retention
• Monitor sales activity, targets and churn, and provide regular reporting. Seek partner feedback to identify opportunities for growth and improvement
• Collaborate with marketing to develop effective campaigns, sales materials, and lead generation strategies. Work with product and other internal teams to share partner insights, feedback, and suggestions for enhancements or new features
• Develop and manage the sales budget, set revenue targets, and ensure sales goals are met or exceeded. Provide input to sales forecasting and implement pipeline management techniques to drive performance
• Contribute positively to the team culture within the sales, and more broadly across myprosperity

What you'll need:

• Bachelor's degree in financial planning, business, finance, or another related field
• Must have an existing network within financial services, multi-disciplinary including accounting and professional services is preferred
• Proven experience in sales management, preferably in the financial planning software, or technology sectors
• Proven ability to build and manage a multi-disciplinary pipeline and track record of meeting or exceeding sales targets and driving revenue growth
• Must have a strong understanding of financial planning principles, ability to understand/determine client needs, and industry-specific challenges
• Excellent leadership skills, with the ability to inspire and motivate others across myprosperity
• Exceptional communication and interpersonal skills, with a proven ability to build relationships with customers and stakeholders at all levels
• Familiarity with CRM software, sales automation tools, and other sales enablement technologies is preferred
• Proven ability to present and demonstrate products to potential clients, stakeholder groups and act as a strong brand advocate
• Strong communication and negotiation skills: results-oriented with a passion for sales
• Ability to travel as needed to meet with customers, attend industry events, and visit HUB24 Group offices and partner organisations.

Check out why our people love working at HUB24! 

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so. If you don't feel you fit this role 100%, we would still love to hear from you. Tell us what you're interested in - you still might have a skill we didn't realise we needed!

The Recruitment Process: 

- Acknowledgement email once your application has been submitted. 

- Our Talent team will start reviewing your application, if unsuccessful you will be notified. 

- If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role. 

- If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.

- Should you require any accommodations to the recruitment process, please contact [email protected] and one of our team will be in touch. 

- Interviews can happen virtually or face to face with the hiring manager, or other members of the broader team. Depending on the role, there may be more than two interviews. 

- Communication of outcomes to successful and unsuccessful candidates and feedback provided. 

*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here. 

2024 Circle Back Initiative Employer – we commit to respond to every applicant. 

Endorsed by WORK180, we are proud to be recognised as an employer of choice for women. 

We have been nominated and placed on the BOSS Best Places to work list. 

Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative.