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Client Partner – Financial Services

Join Us to Ignite Growth in Financial Services

At ClearSky Logic, we empower ambitious businesses to scale faster through bespoke software solutions. We believe the financial services sector is primed for transformation – and we’re ready to lead the charge.

To do this, we need a strategic business development professional who knows how to open doors, shape opportunities, and work closely with delivery, strategy, and marketing teams to make big things happen.

If you can blend commercial acumen, sector knowledge, and creative thinking – and are excited by the idea of helping the UK’s next unicorns break through – we want to meet you.

The Details You Need

  • Location: Edinburgh (Hybrid)
  • Salary: £35,000 – £50,000 base + commission + bonus (DOE)
  • Sector Focus: Financial Services (Fintech, Lending, Investment, Wealth, etc.)


Your Mission

This role sits at the frontline of our growth in financial services. You’ll be responsible for generating high-quality leads, shaping proposals, building networks, and contributing to a go-to-market strategy that positions ClearSky Logic as a trusted partner across the industry.

You’ll work closely with our Head of Commercial, delivery experts, and technical leaders to co-create compelling propositions, and you'll be backed by content and marketing to drive outreach, events, and awareness.


What You'll Be Doing

  • Creating Demand: Identify and qualify high-value opportunities in the financial services sector. Use your understanding of the market, frameworks, and players to open conversations and create commercial traction.
  • Targeting & Outreach: Develop multi-channel outreach campaigns (LinkedIn, personalised video, email) to engage decision-makers and bring them into our pipeline.
  • Proposals & Presentations: Collaborate with internal teams to shape and submit standout proposals. Bring clarity, creativity, and commercial strength to the pitch process.
  • Forecasting & Account Planning: Maintain an accurate, forward-looking view of your pipeline using HubSpot. Contribute to the design of account plans and growth strategies that unlock repeatable, scalable success.
  • Sector Strategy: Stay up to speed on financial services trends, challenges, and regulations. Use this insight to spot gaps, add value in conversations, and steer our messaging.
  • Event & Network Building: Drive attendance to exclusive events (like C-suite dinners or roundtables). Use these as strategic levers to build deeper, more meaningful relationships.

We're Looking For Someone Who:

  • Has Solid experience in business development, sales, or commercial strategy (ideally in tech, SaaS, or consulting)
  • Brings strong knowledge of financial services (lending, investment, fintech, insurance, etc.)
  • Thinks strategically – understands targeting, positioning, qualification and long-term value creation
  • Writes well, speaks with clarity, and is comfortable presenting to senior stakeholders
  • Loves crafting smart, tailored outreach (bonus if you’re confident making video intros)
  • Is driven, independent, and collaborative – you're happy owning a number and working with a wider team to deliver it
  • Has experience using HubSpot or similar CRMs and prospecting tools like LinkedIn Sales Navigator
  • Wants to grow – this is a role with real room to expand your remit and influence

What You'll Get In Return

  • £35–50K base + commission + bonus – aligned to your experience and commercial contribution
  • Hybrid working – typically 3 days a week in our Edinburgh HQ
  • 34 days holiday – including your birthday off
  • Health & wellbeing support – including private medical and dental
  • Enhanced family-friendly policies
  • Tailored development plan – grow your strategic and leadership capabilities
  • A genuinely supportive, energetic team who want you to succeed and will have your back

Ready to shape the future of financial services with us?

We’re looking for someone ambitious, thoughtful, and ready to make their mark. If this sounds like you, apply now – or drop us a note and tell us what excites you about the opportunity.

Apply today and let's talk!

Email Your CV and Cover Letter

Benefits

How we're different

Dental and Healthcare

Vitality Health & Dental Care which also includes perks, discounts and cinema tickets!

Awesome Office

Our Neon lit, incredibly popular Graffiti covered offices are awesome! There's even a bar!

Flexible Hours

Hybrid working (3 days in the office).

Competitive Salary

Based on experience, plus company bonus.

Great Snacks

We stock the fridge and the cookie jars more than we probably should.

Extra Holidays

34 days paid holiday + your birthday off. We'll also give you an extra day for each years service!

current openings

We are looking for

Client Partner – Financial Services

£35K – £50K

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Marketing & Events Manager

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