Consultative Sales Executive

Job Title - Accountancy Partnerships & Consultative Sales

Location:

Farringdon, London
Salary: £32,000 per annum + performance-related bonus
Working pattern:
Hybrid, 2-3 days per week in the office

We are recruiting an Associate to build and develop long-term relationships with accountancy firms that advise R&D-active clients. This is a consultative, relationship-led role operating in a technically focused and reputation-sensitive environment.
You will help accountants understand when R&D tax moves from a generalist consideration to a specialist area, and how working with a specialist protects both their clients and their professional reputation. You will also learn the consultative sales process and support client meetings as part of a wider sales team.
This is not a cold-calling or product sales role. Success comes from credibility, professionalism, and long-term relationship building.

• Build and maintain a targeted list of accountancy firms
• Research firms to understand client mix and sector focus
• Engage partners and senior managers through thoughtful, professional outreach
• Explain how and when R&D tax moves from generalist to specialist
• Develop long-term referral relationships based on trust and technical credibility
• Coordinate client introductions between accountants, clients, and the technical team
• Maintain CRM records and track referrals, engagement, and account management
• Attend relevant accountancy, tax, and finance events
• Feed back insights on market trends and partner needs
• Learn the consultative sales process, from research and discovery meetings through to pitching and supporting senior consultants

• Comfortable building relationships with professional advisors
• Able to speak with accountants as peers, not prospects
• Strong communication skills, written and verbal
• Interest in tax, innovation, and business structures
• Organised and disciplined in managing multiple relationships
• Professional, detail-oriented, and compliant in approach
• Willingness to learn consultative sales techniques in a technical environment
• Previous R&D tax experience is not required. A strong respect for compliance, professionalism, and reputation is essential.

• £32,000 base salary
• Performance-related bonus linked to referral activity and contribution
• Full training and development provided

• Full role-specific training and structured onboarding
• Curated external sales training following induction
• Flexible benefits platform with 5% salary contribution
• Company pension contribution
• Life assurance up to three times basic salary
• Private medical insurance post-probation
• Employee Assistance Programme
• 25 leave plus bank holidays
• Option to buy or sell holiday
• Expenses policy for travel and subsistence where relevant
• Regular company social events
• Modern, well-appointed office in London