Pete Harte
Great Missenden,Buckinghamshire
Summary
A pragmatic Strategic Sales Manager with a demonstrable track record of exceeding targets. Achieved using a collaborative approach, combining both hunter and farmer mentalities, together with excellent communication and presentation skills. Trained SPIN sales negotiator.
Innovative with a natural flair for leadership by focussing on good customer outcomes and Consumer Duty. An extensive network of contacts across the Financial Services market, be that Lender/ Distributor or technology and insurance providers. Driven by exceeding results and delivering value.
Overview
31
31
years of professional experience
Work History
Head of Sprift for Financial Services
Sprift
Great Missenden, Buckinghamshire
03.2024 - Current
- Proptech solution launching new vertical in Financial Services
- Grew revenue from start up to self funding vertical in 8 months
- Network agreements reached with major intermediary distributors
- Clients included Mortgage Advice Bureau, PMS, Stonebridge
- Onboarded Octane Capital, Greenfield Bridging & April Money to use solution for loan origination
- Selected by Ohpen origination platform as preferred property data platform
- Instigated C level discussions with Nationwide, Virgin Money, & Openwork
- Integrations & resell agreements in place with CRM and ancillary broker solutions
- Trained direct report new to FS industry to be self sufficient in selling solution
- Generated new leads and opportunities to maximise revenue.
- Oversaw planning and execution of targeted sales and marketing strategies.
Senior Sales Development Manager
Dashly
Great Missenden, Buckinghamshire
08.2021 - 01.2024
- Start up Fintech operating in UK Mortgage Market,
- Grew Mortgages under management from c£6bn to £37bn
- Identified and onboarded large intermediaries & National Networks
- Developed resell solution with CRM systems
- Instigated bespoke product discussions with Virgin Money, Nationwide, Lloyds TSB, Hodge & Pepper
- Developed Key relationships in Housing Association Market
- Developed Sales & Marketing plan to deliver growth via National Account Relationships
- Increased revenue by acquiring new customers and determining needs to offer relevant products.
- Developed new business by networking with valuable customers.
- Generate reports on sales, providing relevant information to track sales progress and inform future strategies.
Strategic Account Manager
Mortgage Brain
Croydon, London
04.2010 - 08.2021
- Generated in 3 years, 5 lender integration projects
- Closed on c£6m in development fees and over c£15m in subscription fees
- Lead strategic integration project with Barclays
- Lead contract negotiation for delivery of 4 strategic Nationwide projects
- Identified and negotiated data solution for Barclays
- Responsible for delivery of RBS Group SaaS solution, securing 5 year contract
- Secured contract with Qatar National Bank for internal compliance solution
- Generated 200 plus new sales of newly launched B2C solution via Intermediaries
- Secured largest Aggregator licence revenue £250k from new proposition
- Extensive knowledge of UK Mortgage Market and extensive network of contacts
Regional Sales Manager
Bankhall
Birmingham
05.2010 - 08.2010
- Established strong connections with IFAS in Northern Home Counties.
- Signed up 10 new IFAs in 3 months
Key Account Sales Manager
Mortgage Brain
Croydon, London
01.2010 - 05.2010
- Responsible for driving sales in medium to large sized broker market
- Identified and delivered totally brand-new accounts within annual licence fee revenue at £30k with further £80,000 in software development
- Onboarded accounts that are still MB subscribers
Corporate account manager
GMAC RFC
Bracknell, Berkshire
08.2003 - 12.2008
- Established long term relationships at local & national level with major distribution groups in UK intermediary market- Sesame, Openwork, L&G
- Co-ordinated campaigns with BDM colleagues to maximum lending via Corporate Accounts
- Managed national networks of Independent Financial Advisors, national estate agents and mortgage brokerages, responsible for over 25% lending target
- Alleviated costs by negotiating national marketing campaign discounts
Intermediary Sales Manager
Coventry Building Society
Oxford, Oxfordshire
11.1993 - 08.2003
- Launched Society Intermediary Proposition into new regions, London & M25.
- Delivered 10% of all Society lending
Education
Certificate in Management - Management
Oxford Brookes University
Oxford08.1999
Certificate in Mortgage Advice and Practice - Mortgage Advice
Chartered Institute of Insurers
Oxford04.1999
Skills
- Strategic Account Manager with sales, marketing and project management skills gained in leading Financial Services providers & Financial Service Software suppliers
- Strong communication and presentation skills
- Innovative and creative thinker
- Excellent relationship & negotiation skills
- Experienced negotiator at C level of major national lenders & Intermediaries
- Lead projects to deliver strategic solutions for Lenders, intermediaries and Aggregators
- Launched new propositions on Lenders and Distributors
- Experienced in technical discussions around XML, Web Services, SQL
- Strong team ethic
- Extensive knowledge of UK Financial Institutions
Languages
English
Native
Timeline
Head of Sprift for Financial Services
Sprift
03.2024 - Current
Senior Sales Development Manager
Dashly
08.2021 - 01.2024
Regional Sales Manager
Bankhall
05.2010 - 08.2010
Strategic Account Manager
Mortgage Brain
04.2010 - 08.2021
Key Account Sales Manager
Mortgage Brain
01.2010 - 05.2010
Corporate account manager
GMAC RFC
08.2003 - 12.2008
Intermediary Sales Manager
Coventry Building Society
11.1993 - 08.2003
Certificate in Management - Management
Oxford Brookes University
Certificate in Mortgage Advice and Practice - Mortgage Advice
Chartered Institute of Insurers
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