In this role you build long-term partnerships with SME clients and lending partners, guiding them through financing options and growth plans. You will own a portfolio, identify needs, and connect customers with suitable lenders and products. You’ll work closely with lead generation and Salesforce-driven processes to deliver an exceptional, data-informed client experience. This is a growth role focused on scaling the Account Management function and shaping a trusted finance advisory. You’ll be part of a collaborative, mission-driven team.
Pay / Benefits
Competitive salary and bonus
Health insurance (Vitality)
Employee Assistance Programme
25 days holiday (with option to buy extra)
Professional L&D budget
Cycle to Work and pension contributions (salary sacrifice)`,`Sabbatical leave`,
Responsibilities
Manage commercial customer applications and guide them through the process
Nurture relationships with commercial lending partners
Articulate the Funding Options proposition and services
Outbound prospecting from your Accounts Portfolio
Collaborate with Lead Generation team and provide feedback
Develop deep knowledge of business finance, lenders, and products
Explain finance options across multiple product classes
Maintain accurate prospect data in Salesforce
Monitor trends and enrich customer profiles in Salesforce
Stay informed on industry trends, market and competition
Share success stories internally through appropriate channels
Key requirements
Strategic finance partner mindset with focus on long-term client growth
Ability to understand business operations, growth plans and financing needs
Capacity to identify opportunities and guide clients through opportunities and challenges
Structured, high-quality conversations to uncover funding requirements
Match clients to appropriate products and lenders for current and future needs
Deliver consistent, professional client experiences and act as a trusted partner
Strong communication and relationship-building skills
Data-driven approach and ability to use Salesforce effectively
Relationship-building
Strategic thinking
Proactive communication
Salesforce
Knowledge of business finance and lending products
Ability to assess multiple financing options across product classes
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