Account Manager

Skills

About the Role

You contact, engage, and manage commercial customers throughout their application process. You build relationships with lending partners, explain business finance options, prospect customers from an account portfolio, maintain accurate Salesforce records, identify customer and market trends, and provide an exceptional client experience.

Requirements

• Experience building meaningful, long-term client relationships
• Ability to understand business operations, growth plans, and finance needs
• Ability to identify funding requirements and match clients with suitable products and lenders
• Knowledge of business finance and commercial lending products
• Ability to deliver professional, informed, and client-focused service

Responsibilities

• Contact, engage, and manage commercial customers through their application process
• Build and nurture relationships with commercial lending partners
• Explain the Funding Options proposition and service
• Prospect customers from a dedicated accounts portfolio
• Work with the Lead Generation team and provide feedback
• Explain finance options across multiple business finance product classes
• Maintain accurate prospect information in Salesforce
• Monitor trends and update customer profiles in Salesforce
• Track industry, market, and competitive trends
• Share customer stories and successes through internal communication channels

Benefits

• Vitality Health Insurance
• 24/7 Employee Assistance Programme
• 25 days holiday with ability to buy extra days
• Salary sacrifice benefits including Cycle to Work scheme and pension contribution
• Enhanced family-friendly leave
• 24 hours paid volunteering time off per year
• Flexible working options
• Sabbatical leave