Product Sales Specialist - Finance Suite

Primer

An Introduction to Primer Primer is the unified infrastructure for global payments. We give finance and payments teams the visibility and control to reduce complexity, improve performance, and capture more revenue - all from a single platform. Backed by Sofina, Peak XV Partners, ICONIQ, Tencent, Accel, and Balderton, we're building the payments layer the world's best companies rely on. Watch our showcase > Read up on our $100m Series C Learn more about our culture > WHICH TEAM WILL YOU BE JOINING? We are seeking a motivated and high-performing addition to our team as we turbo charge our revenue engine. With a consultative approach, you will lead the sales cycle with founders, CEOs, CTOs, CFOs, and VP / Director level functional leads. You will also drive the Sales strategy by owning all aspects of the sales cycle from prospecting to discovery to close. This will include cross-functional work to develop the customer strategy and contribute to other revenue initiatives.   🔍 WHAT WILL YOU BE DOING? * Support the launch motion for our wider CFO stack offering: Play a central role in coordinating the initial commercial rollout, developing familiarity with the product and helping codify how Global Accounts and Reconciliation are positioned and sold during the early phase. * Contribute to a repeatable back-book motion: Partner with Product, PMM and CS to help identify eligible merchants and participate in targeted outreach and upsell cycles as part of a broader, cross-functional effort. * Contribute to a smooth onboarding process: Partner with RevOps & Support on onboarding merchants to Global Accounts, and conducting eligibility pre-checks with downstream providers * Enable front-book bundles: Support core BDMs by positioning Global Accounts (and Reconciliation where relevant) within broader Primer new business deals to increase revenue and shorten ARR activation cycles. * Prepare the path to standalone Global Accounts selling: * Continuously assess product readiness on the market, value differentiation, and competitive context to determine when Global Accounts can be credibly sold as a standalone solution. * Define the ICP, partner with RevOps on pricing considerations & deal structuring, and sales motion required to move beyond a “wedge” use case when product maturity allows. * Evaluate and progress inbound standalone opportunities where appropriate, without prematurely forcing a new-logo motion. * Translate market learning into action: Capture win/loss insights, objections, pricing feedback, and product gaps; feed structured inputs into Product, PMM, and RevOps. * Build and own the Global Accounts sales playbook * Develop and iterate a comprehensive Global Accounts sales playbook, informed by live customer interactions and early wins/losses, including: * Buyer personas and stakeholder mapping within global enterprises. * Clear articulation of Primer’s unique value proposition and differentiation for Global Accounts. * Value engineering by connecting customer pain to a value statement that resonates with each buying persona * Primary use cases, success narratives, and qualifying criteria. * Building industry and use-case specific opportunity pipelines from back and front book merchants * Sales motion definition (discovery, evaluation, pilot, expansion, procurement). * Objection handling, competitive positioning, and deal-risk mitigation per persona (Finance/Treasury Personas) and segment (Size, Vertical, Geo). * Lead the creation and evolution of sales collateral in partnership with Marketing and Product, including merchant bespoke pitch decks, case studies, ROI narratives, and enablement materials. * Shape and validate the Global Accounts demo experience (including demo environments), working cross-functionally to ensure it reflects real customer workflows and value. * Serve as the internal source of truth for how Global Accounts are sold at Primer, with the expectation that this playbook becomes scalable for future hires * Drive commercial rigor: Track pipeline, revenue, and outcomes with a “controlled pilot” mindset; help define what success looks like and when/how the model should scale post-GA. * Protect merchant trust and CS ownership: Operate within clear guardrails on account engagement, partnering closely with CSMs and ensuring clean handovers and delivery quality. * Identify wider opportunities: Position Global Accounts as part of the wider proposition, particularly alongside other products within the Financial Operations product suite.   👀 WHAT WE’D LOVE TO SEE: * Strong commercial fundamentals: Experience running complex sales cycles and influencing senior stakeholders across Finance/Treasury personas. * Necessity to build a developed financial literacy on treasury and FX management and an expertise on current solutions on those 2 topics + overall understanding of the typical CFO stack (e.g. ERP) * Builder mindset in ambiguity: Able to create a motion where a playbook doesn’t exist yet. We’re looking for a structured, pragmatic approach and biased toward high-quality execution. * Cross-functional operator: Proven ability to partner tightly with Product and PMM, balancing revenue goals with product maturity and narrative discipline. * Merchant-first judgement: Consultative approach with strong instincts for when to sell (or not); protecting trust and avoiding low-quality upsells. * Analytical and accountable: Comfortable defining ICP/qualification criteria, measuring outcomes, and operating with Salesforce and forecasting discipline. * EMEA-based and internally credible: Able to leverage internal context and relationships to accelerate the back-book-first approach.   ✅ A TYPICAL INTERVIEW PROCESS * An initial intro call with a Talent Partner * An interview with the Hiring Manager * Challenge Stage - Contextualised to the role * A final, values-alignment interview WHAT'S THE CULTURE LIKE AT PRIMER? We're building a culture where people can do their best work and be proud of the impact they have. You'll be working with people who are mission-driven, smart, and reflective, and who are genuinely invested in building exceptional products and delivering success for our merchants. We work remotely, and have done since day one. We believe that building a successful, profitable company goes beyond proximity. We invest in our relationships through great remote working practices and thoughtfully designed face-to-face time, including workations, our annual company retreat, and access to co-working spaces across most major cities. The work is challenging. Scaleups are a challenge, and building category-defining products is a challenge. But there's a meaningful difference between a challenge and a struggle. At Primer, the right challenge comes with the right support: strong onboarding, a collaborative environment, and a team that is genuinely invested in your success. It's never something you face alone. OUR BENEFITS 🌍 We are fully remote and globally distributed; and have been since day one 💰 Competitive share options 🌴 Uncapped holiday, with 25 days minimum to be taken 🗣️ Co-working space access across major cities 📅 Workations & Company Retreat 💻 The best equipment for your role 🏠 £500 towards your home office setup 🔎 Generous learning budget 🏥 Private Medical Insurance 📈 A broad set of additional perks and benefits (depending on location) DON’T MEET EVERY SINGLE REQUIREMENT? At Primer, we're dedicated to building a diverse, inclusive, and authentic workplace. If you're excited about this role but your experience doesn't align perfectly with every qualification listed, we encourage you to apply. You may be the right candidate for this or other roles. Primer is committed to the equal treatment of all current and prospective employees and adopts a zero-tolerance approach to discrimination, regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, marriage and civil partnership, or any other background or belief.

Tide

ABOUT TIDE At Tide, we help SMEs save time and money in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions, from invoicing to accounting. Tide is transforming the small business banking market and now supports over 2 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data driven decisions to serve our mission: to help SMEs save time and money so they can get back to doing what they love. Tide facts: * Tide is available for UK, Indian, German and French SMEs * Over 2 million members: 900,000 UK and 1,100,000 in India and growing rapidly * Over $300 million raised in funding * Over 2,800 Tideans globally * Recognised with Great Place to Work certification three years in a row, and among India’s Top 50 Best Workplaces in Banking, Financial Services, and Insurance in 2026 * We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram, New Delhi, Berlin, Paris and Luxembourg ABOUT THE TEAM Funding Options joined the Tide family in early 2023 to lead their Partner Credit Services offering. Through their panel of 100 leading lender partners, Funding Options supports UK SMEs to get the right finance in place so they can trade, plan and grow with confidence. Through their multi award-winning platform, Funding Cloud, they can effectively match customers to the right lender and finance product that best suits their needs in minutes with funding decisions in as little as 20 seconds, giving every customer a 5 Star experience whether successful or not, through our sheer professionalism and outstanding standard of customer service. ABOUT THE ROLE Some of the things you’ll be doing: * Contact, engage and manage our Small Business customers through their application process * Build and nurture working relationships with our commercial lending partners  * Become confident in articulating the Funding Options proposition and service * Building on your extensive knowledge of business finance, and gaining an in-depth understanding of the wide variety of lenders and products in the market * Confidently articulating the different finance options available to customers across multiple business finance product classes * Maintaining accurate, up-to-date information on any prospects that you speak with (in Salesforce) * Monitoring and identify trends whilst adding new or enhanced customer profile information into Salesforce * Keeping up to date on industry trends, market & competition * Actively share stories and successes to the wider organisation through relevant comms channels WHAT WE ARE LOOKING FOR We are looking for an experienced Senior Business Finance Specialist (Senior Commercial Finance Broker) to join our Sales Team and help as many customers as possible access the right finance, through effective conversations - Taking the time to understand about the businesses you engage with (how they work, growth plans, challenges, their experience of finance so far) and understanding customers’ finance needs and effectively matching them to the best product and lender that meets their need, giving every customer a 5 Star experience whether successful or not, through our sheer professionalism and mind-blowing standard of customer service. As this is a senior position within our sales team, we are looking for somebody experienced in this space with a demonstrable track record of success who will be able to hit the ground running. WHAT MAKES YOU A GREAT FIT * Ideally you will already be working for a Commercial Finance Brokerage or have experience of Commercial Finance in a customer facing sales role  * You will be able to demonstrate a track record of successfully meeting and exceeding revenue based targets * You’ll have excellent communication and interpersonal skills * You will be able to demonstrate a results-oriented work ethic with impeccable attention to detail, determination and drive * You’ll be obsessive about delivering the highest level of customer service * You will be extremely well organised and analytical and work well under pressure * You can troubleshoot issues quickly and effectively * You will be able to engage and quickly establish strong working relationships * You’re a self-starter who doesn’t wait for instruction, and who works backwards from targets to ensure effective execution WHAT YOU’LL GET IN RETURN * Flexible working options * Group Life Insurance  * Vitality Health Insurance, with a proactive focus on mental and physical wellbeing * 25 days holiday with the ability to buy extra days * 3 days for L&D or volunteering time off per year * We invest in your development with a £1,000 professional L&D budget per year * Access to ‘salary sacrifice’ benefits such as Cycle to Work scheme and pension contribution * Spacious brand-new office near Old Street with an all-day snacks bar * Enhanced family-friendly leave * Sabbatical leave TIDEAN WAYS OF WORKING At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams.  While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community. TIDE IS A PLACE FOR EVERYONE At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members’ diverse needs and lives.  We are One Team and foster a transparent and inclusive environment, where everyone’s voice is heard.   At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone’s voice is heard.   Disclaimer   It has come to our attention that individuals or agencies are falsely claiming to represent Tide and are reaching out to candidates regarding job opportunities. Please be aware that: * Tide does not charge any fees at any stage of the recruitment process. * All official Tide job opportunities are listed exclusively on our Careers Page and applications should be submitted through this channel. * Communication from Tide will only come from an official @tide.co email address. * Tide does not work with agencies or recruiters without prior formal engagement, and we do not authorize third parties to make job offers on our behalf. If you are contacted by anyone misrepresenting Tide or requesting payment, please treat it as fraudulent and report it to us immediately at talent@tide.co Your safety and trust are important to us, and we are committed to ensuring a fair and transparent recruitment process.   Tide leverages AI to enhance our hiring experience. You can read more about how we use AI in our recruitment process in our AI Policy. Your personal data will be processed by Tide for recruitment purposes and in accordance with Tide's Recruitment Privacy Notice.

Tide

ABOUT TIDE At Tide, we help SMEs save time and money in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions, from invoicing to accounting. Tide is transforming the small business banking market and now supports over 2 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data driven decisions to serve our mission: to help SMEs save time and money so they can get back to doing what they love. Tide facts: * Tide is available for UK, Indian, German and French SMEs * Over 2 million members: 900,000 UK and 1,100,000 in India and growing rapidly * Over $300 million raised in funding * Over 2,800 Tideans globally * Recognised with Great Place to Work certification three years in a row, and among India’s Top 50 Best Workplaces in Banking, Financial Services, and Insurance in 2026 * We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram, New Delhi, Berlin, Paris and Luxembourg ABOUT THE TEAM Funding Options joined the Tide family in early 2023 to lead their Partner Credit Services offering. Through their panel of 80 leading lender partners, Funding Options supports UK SMEs to get the right finance in place so they can trade, plan and grow with confidence. Through their multi award-winning platform, Funding Cloud, they can effectively match customers to the right lender and finance product that best suits their needs in minutes with funding decisions in as little as 20 seconds, giving every customer a 5 Star experience whether successful or not, through our sheer professionalism and outstanding standard of customer service. ABOUT THE ROLE We are looking for an Asset Finance Specialist to join our Sales Team and help as many customers as possible access the right finance, through effective conversations - taking the time to understand about the businesses you engage with (how they work, growth plans, challenges, their experience of finance so far) and understanding customers’ finance needs and effectively matching them to the best product and lender that meets their need, giving every customer a 5 Star experience whether successful or not, through our sheer professionalism and mind-blowing standard of customer service. Some of the things you’ll be doing: * Meeting (or ideally exceeding) sales targets * Contact, engage and manage our Small Business customers through their application process * Build and nurture working relationships with our commercial lending partners  * Become confident in articulating the Funding Options by Tide proposition and service * Developing a knowledge of asset finance, and gaining an in-depth understanding of the wide variety of lenders and products in the market * Confidently articulating the different finance options available to customers across multiple business finance product classes * Maintaining accurate, up-to-date information on any prospects that you speak with (in Salesforce) * Monitoring and identify trends whilst adding new or enhanced customer profile information into Salesforce * Keeping up to date on industry trends, market & competition. * Actively share stories and successes to the wider organisation through relevant comms channels.   WHAT WE ARE LOOKING FOR  * You will be able to demonstrate a track record of successfully meeting and exceeding revenue based targets * You’ll have excellent communication and interpersonal skills * You will be able to demonstrate a results-oriented work ethic with impeccable attention to detail, determination and drive * You’ll be obsessive about delivering the highest level of customer service * You will be extremely well organised and analytical and work well under pressure * You can troubleshoot issues quickly and effectively * You will be able to engage and quickly establish strong working relationships * You’re a self-starter who doesn’t wait for instruction, and who works backwards from targets to ensure effective execution   WHAT YOU'LL GET IN RETURN * Make work, work for you! We are embracing new ways of working and support flexible working arrangements. With our Working Out of Office (WOO) policy our colleagues can work remotely from home or anywhere in their home country. Additionally, you can work from a different country for up to 90 days a year. Plus, you’ll get: * Competitive salary * Vitality Health Insurance, with a proactive focus on mental and physical wellbeing * 24/7 Employee Assistance Programme * 25 days holiday with the ability to buy extra days * We invest in your development with a professional L&D budget per year * Access to ‘salary sacrifice’ benefits such as Cycle to Work scheme and pension contribution * Spacious brand new office in Liverpool street with an all-day snacks bar * Enhanced family-friendly leave * 24 hours paid volunteering time off per year * Flexible working options * Sabbatical leave TIDEAN WAYS OF WORKING At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams.  While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community. TIDE IS A PLACE FOR EVERYONE At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members’ diverse needs and lives.  We are One Team and foster a transparent and inclusive environment, where everyone’s voice is heard.   At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone’s voice is heard.   Disclaimer   It has come to our attention that individuals or agencies are falsely claiming to represent Tide and are reaching out to candidates regarding job opportunities. Please be aware that: * Tide does not charge any fees at any stage of the recruitment process. * All official Tide job opportunities are listed exclusively on our Careers Page and applications should be submitted through this channel. * Communication from Tide will only come from an official @tide.co email address. * Tide does not work with agencies or recruiters without prior formal engagement, and we do not authorize third parties to make job offers on our behalf. If you are contacted by anyone misrepresenting Tide or requesting payment, please treat it as fraudulent and report it to us immediately at talent@tide.co Your safety and trust are important to us, and we are committed to ensuring a fair and transparent recruitment process.   Tide leverages AI to enhance our hiring experience. You can read more about how we use AI in our recruitment process in our AI Policy. Your personal data will be processed by Tide for recruitment purposes and in accordance with Tide's Recruitment Privacy Notice.