Full-Cycle Account Executive (SMB)

Full-Cycle Account Executive (SMB)

•⁠ ⁠Own the full sales cycle.

•⁠ ⁠Work directly with the founder.

•⁠ ⁠Help scale a real SaaS business.

The role

This is a true full-cycle role. You’ll manage deals end-to-end:

lead → discovery → demo → trial → close → onboarding

Most leads are inbound, but this is not passive. You’re expected to follow up, re-engage, and drive momentum.

What you’ll do

•⁠ ⁠Run discovery with advisers, paraplanners, ops teams

•⁠ ⁠Deliver tailored demos

•⁠ ⁠Support and convert free trials

•⁠ ⁠Close SMB / mid-market deals

•⁠ ⁠Run onboarding and handover to CS

•⁠ ⁠Keep a clean, active pipeline in Attio

What we’re looking for

•⁠ ⁠Strong ownership. You own your pipeline.

•⁠ ⁠Coachable. You’re comfortable learning a proven playbook.

•⁠ ⁠Organised. Never drop threads, good CRM hygiene

•⁠ ⁠Curious. Ask good questions, listen carefully, and guide the conversation.

•⁠ ⁠Comfortable with technical products in a regulated environment (AI, integrations, compliance)

This is not for you if:

•⁠ ⁠You only want to do outbound or only closing

•⁠ ⁠You need constant direction

•⁠ ⁠You prefer a slow environment

About 4admin:

4admin automates a painfully manual back-office workflow inside UK financial advice firms: the Letter of Authority (LoA) and replacement business process.

What we’ve achieved so far:

•⁠ ⁠150+ clients (incl. £20bn+ AUM firms)

•⁠ ⁠Backed by US accelerator + Microsoft Founders Hub

•⁠ ⁠FCA Innovation Pathways Programme

•⁠ ⁠Featured in Financial Times, IFA Magazine

What success looks like (60–90 days)

•⁠ ⁠Running calls independently

•⁠ ⁠Converting trials consistently

•⁠ ⁠Clean pipeline, no dropped opportunities

•⁠ ⁠Smooth onboarding + handovers

Helpful but not required:

• Experience in UK Financial Advice market
• B2B SaaS/fintech sales experience.
• Experience in financial services or wealth management.

Package

•⁠ ⁠Base + commission (tied to revenue closed)

•⁠ ⁠Remote (UK hours)