Account Manager

Overview

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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