Account Manager
Tide is a UK-founded fintech business financial platform providing banking and financial-management services to small businesses and sole traders.
About Tide
Tide Platform Limited operates Tide, offering business accounts, payments, accounting and tax tools, savings, payroll, and business finance. Tide is FCA-authorised for electronic-money and payment services and is not itself a bank; its business bank accounts are provided through partner banks including ClearBank.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
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
- Competitive salary and bonus
- 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
