Hi were Penfold - were on a mission to help everyone save enough to be comfortable in later life by making pensions accessible and engaging!
Theres over a trillion pounds in UK pensions but the industry is full of traditional providers with outdated products and poor customer service. Penfold is dragging the pension industry out of the dark ages with a platform built on modern technology. Were demystifying pensions to make pension saving easy accessible and engaging.
Were a focused team of 70 based primarily across London and Tallinn and have raised significant funding from some of the most successful FinTech investors in the world. We manage over 1bn of pension assets for over 100000 savers and thousands of businesses and were growing rapidly every month. Our team is focused on building an amazing pension experience for our customers.
As we scale were strengthening our Partner Sales team to unlock significantly more growth from the accounting firms we already work with.
The role
As a Partner Sales Manager youll be responsible for educating and growing our channel of accounting partners with a clear commercial focus on driving new client onboardings from existing firms.
This is a quota-carrying field-oriented role suited to someone who has sold successfully to accountants before and enjoys building strong relationships that convert into consistent deal flow. Youll spend significant time meeting accountants face-to-face attending events and positioning Penfold as the pension solution that helps firms streamline day-to-day processing and spend more time on high-value client work.
This is not a support role. Youll own revenue targets and be accountable for performance across your partner portfolio.
Core responsibilities
Grow revenue from existing accounting partners
- Own a portfolio of existing accounting firms and grow client onboardings from them
- Increase penetration within firms by placing Penfold with more of their clients
- Consistently hit or exceed monthly and quarterly commercial targets
- Reactivate dormant or underperforming partners and reignite deal flow
Recruit educate and enable partners
- Recruit new stakeholders within accounting firms (partners managers payroll teams)
- Educate firms on Penfolds proposition and how it benefits both their practice and clients
- Position Penfold as a solution that streamlines pension processing and reduces admin
- Help firms move away from compliance-heavy workflows towards more efficient processes
Build deep trusted relationships
- Develop strong relationships with firm owners and senior decision-makers
- Act as a commercial partner and trusted advisor not just a product contact
- Be highly visible and proactive across your territory
- Represent Penfold confidently within the accounting community
Be present in the field
- Spend significant time meeting accountants in person
- Attend and represent Penfold at accounting events roadshows and conferences
- Organise and host coffees lunches drinks and small partner events
- Build a strong personal brand with accountants
Contribute to commercial excellence
- Maintain accurate pipeline management and forecasting in the CRM
- Share insights from partner conversations with Product Marketing and Sales
- Help refine partner messaging enablement and go-to-market strategy
- Continuously improve how we work with and sell through accountants
Who this role is right for
This role is ideal for someone who is commercially driven relationship-oriented and motivated by winning deals and who thrives in a field-based role where success is built on trust presence and persuasion.
Must-haves
- Proven experience selling to accounting firms
- Track record of hitting or exceeding commercial targets
- Experience recruiting educating and growing accounting partners
- Confidence working with senior stakeholders and firm owners
- Comfortable owning a territory and being accountable for results
Nice-to-haves
- Experience selling FinTech SaaS payroll pensions or financial services
- Familiarity with regulated or trust-based products (e.g. Pensions Investments Payroll Financial Services)
- Experience working in a scale-up or high-growth environment
- Existing network within the UK accounting community
What success looks like
- You consistently hit or exceed your revenue targets
- Existing accounting partners deliver increased and predictable deal flow
- Dormant partners are reactivated and contributing again
- Accounting firms see Penfold as a trusted long-term partner
- Penfold grows faster through its accountant channel
Our Hiring Process
- Intro Call A quick chat to introduce you to Penfold learn about your experience and aspirations and answer any questions.
- Task A practical task that well complete together to determine how youd approach a similar scenario to the role
- Culture Fit Session Meet one of our Co-Founders and team members to see if were a great fit for each other.
Were 100% committed to building a diverse and representative team. Whatever your background gender race age or ability wed love to hear from you. If you have any questions feel free to ask (even anonymously)!
Were all about giving every candidate the best chance to shine. If you require any reasonable adjustments to the job description application or selection process just let us know wed be happy to help. When it comes to hiring we focus only on your skills experience and how you live our values.
As part of our hiring process we may record your interview and use AI tools to generate notes. This helps us capture details accurately and ensures a fair review by our hiring panel. By attending an interview with Penfold you consent to the use of recording and AI-generated notes for this purpose. If you have any concerns or would prefer not to be recorded please let us know in advance.
Our Benefits
Were working hard to create a workplace where people feel empowered to do their very best work make a big impact and enjoy what they do. Heres what we offer:
- Competitive salary we proactively review salaries to ensure fairness and progression
- Meaningful share options youll own a part of Penfold and share in our success
- 10% pension contribution each month that you dont need to match (on top of your salary)
- Medical insurance through Vitality including private GPs physio counselling and great discounts (think 50% off PureGym memberships free Apple Watches and more)
- Unlimited holidays we trust you to get the work done and take breaks when needed
- Great office space () our private office is run by the Ministry of Sound!
- Free company lunch every week (think Borough Market and Mercato Metropolitano!)
- Top-tier MacBook and WFH equipment to set you up for success
- Cycle to work scheme buy a bike tax-free and spread the cost
- Learning & professional development we support courses events and coaching to help everyone reach their goals
- Quarterly company socials plus plenty of regular team meetups!
Excited to join us Apply now!