Aimed at mid-level to senior B2B sales professionals with experience in the SME finance domain who are comfortable with regional travel and consultative partnership development.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Allica Bank via Ashby
About Allica Bank
Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.
Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.
Role Description
Finding effective ways of generating new business is critical to our continued growth. One way is through partnerships with third-parties who refer their SME clients to Allica on an ongoing basis based on mutual trust. Our Partnerships Team work with trusted advisors to established SMEs, in particular their Accountants.
As a Partnerships Manager, you will develop and nurture relationships with accounting firms across your region, taking a consultative, B2B sales approach. You’ll own the end-to-end client experience for Business Rewards Account clients - from generating introductions through to onboarding and funding and coordinate with our specialist Relationship Manager team on additional lending needs. The role involves regional travel, in-person meetings and you’ll be supported by our Marketing team in running events.
Principal Accountabilities
- Manage a regional portfolio of accounting firms- covering cold outbound, warm inbound, and active introducers- moving each firm through the pipeline to become a repeat client introducer.
- Build trust and credibility through a consultative approach, positioning Allica as the most recommended bank by accountants.
- Grow Allica’s presence across each firm, including multiple stakeholders, colleagues and offices, through regular regional travel and in-person meetings.
- Introduce the Business Rewards Account and other banking products to accounting firms and their clients, owning the end-to-end onboarding, funding and account usage journey.
- Qualify and introduce clients with lending needs (e.g. commercial mortgages) to the appropriate Relationship Manager.
- Act as the accounting firm’s dedicated point of contact at Allica
- Deliver and continuously improve our Accountants Playbook, ensuring firms are positively onboarded and become active, repeat introducers.
- Run regional activities - lunch and learns, roundtables and various other events
- Equip firms with an effective Partnerships Pack, marketing materials and joint initiatives to support client identification and introduction.
- Maintain accurate portfolio records in the CRM, tracking and reporting on progress to support quality and informed decision-making.
- Manage personal objectives and development plan.
- Collaborate closely across various teams at Allica to ensure a seamless, professional experience for partners and customers.
- Comply with all mandatory policies and operational procedures to maintain internal controls
Personal Attributes & Experience
- Proven track record in B2B sales and account management
- Strong understanding of SMEs and the role of professional advisors, particularly accountants
- Excellent interpersonal and relationship-building skills, with a track record of earning trust from partners, customers and colleagues
- Strong communication and presentation skills for in-person / virtual meetings and events
- Confident managing a CRM-based portfolio and reporting on pipeline progress
- Commercially minded, balancing new revenue generation with appropriate consideration of risk and reputation
- Comfortable working collaboratively with specialist colleagues (e.g. RMs, Marketing) to deliver good outcomes for customers and the business
Working at Allica Bank
At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.
Our employees are at the heart of everything we do, so our benefits are designed with you in mind:
- Full onboarding support and continued development opportunities
- Options for flexible working
- Regular social activities
- Pension contributions
- Discretionary bonus scheme
- Private health cover
- Life assurance
- Family friendly policies including enhanced Maternity & Paternity leave
Don’t tick every box?
Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you!
Flexible working
We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.
Diversity
We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.
Source: Allica Bank careers (Ashby)