Senior Account Executive

Skills

About the Role

You will contact, engage, and manage small business customers throughout their applications, understand their finance needs, and match them with suitable products and lenders. You will build relationships with commercial lending partners, maintain accurate Salesforce records, monitor market trends, and share customer and sales successes across the organisation.

Requirements

• Experience in a commercial finance brokerage or commercial finance customer-facing sales role
• Track record of meeting and exceeding revenue-based targets
• Excellent communication and interpersonal skills
• Results-oriented work ethic
• Attention to detail
• Strong customer service skills
• Organisation and analytical skills
• Ability to troubleshoot issues quickly
• Ability to establish strong working relationships
• Ability to work independently toward targets

Responsibilities

• Contact and manage small business customers through their applications
• Build relationships with commercial lending partners
• Explain the Funding Options proposition and service
• Apply knowledge of business finance to customer needs
• Explain finance options across business finance product classes
• Maintain accurate prospect information in Salesforce
• Monitor and identify industry, market, and competition trends
• Add customer profile information to Salesforce
• Share customer stories and successes through organisational communication channels

Benefits

• Flexible working options
• Group life insurance
• Vitality health insurance
• 25 days holiday with the ability to buy extra days
• Three days for learning and development or volunteering time off per year
• £1,000 annual professional learning and development budget
• Cycle to Work scheme
• Pension contribution
• Enhanced family-friendly leave
• Sabbatical leave
• Office snacks