Quick Overview
Seniority
Mid Senior
Employment type
Full Time
Work mode
Hybrid
Location
Gloucester, Gloucestershire, United Kingdom
SalesforceAccount ManagementBusiness DevelopmentCRMMicrosoft Office
Job Description
What's in it for you?
- 18 days' annual leave plus 8 public holidays
- Additional day off for your birthday
- Holiday entitlement increases with length of service
- Option to purchase up to 5 additional days' holiday after successful completion of probation
- Life assurance of 5x basic salary after successful completion of probation
- Perkbox Rewards Platform after successful completion of probation
- Access to an Employee Assistance Programme and wellbeing resources
- NEST pension scheme
- Opportunity to develop a career across business development, account management and financial services
- Supportive, entrepreneurial and inclusive working environment
- Outstanding communication and interpersonal skills
- Strong organisational skills and attention to detail
- Ability to manage multiple priorities and meet deadlines
- Customer-focused approach with strong commercial awareness
- Positive, resilient and self-motivated attitude
- Ability to build strong relationships with a range of stakeholders
- Strong numeracy and problem-solving skills
- Competent user of Microsoft Office applications
- Previous experience in customer service, account management, sales support or business development
- Experience within financial services, consumer credit or retail finance
- Awareness of FCA regulation and Consumer Duty principles
- Experience using Salesforce or other CRM systems
- Managing inbound commercial enquiries via telephone, email and digital channels
- Qualifying leads and identifying suitable business opportunities
- Managing smaller prospective Business Partners through the sales and onboarding process
- Maintaining an accurate prospect pipeline within the CRM
- Supporting Senior Business Development Managers with larger partner onboarding
- Assisting with proposals, presentations and commercial documentation
- Coordinating new Business Partner onboarding and ensuring requirements are completed
- Supporting partners through training and implementation activities
- Working with Compliance, Operations and other internal teams to ensure smooth onboarding
- Managing a portfolio of SME Business Partners following successful onboarding
- Building strong relationships to support partner retention and growth
- Conducting business reviews and identifying opportunities to improve performance
- Supporting partners with operational, commercial and service enquiries
- Monitoring partner performance and identifying opportunities and risks
- Supporting the management and development of the SME broker portfolio
- Acting as the main contact for inbound enquiries into the Commercial Team
- Triaging calls and enquiries to the appropriate team or department
- Working collaboratively across Business Development, Partner Success, Operations, Compliance and Credit
- Maintaining accurate records of prospect and partner activity within the CRM
- Contributing to continuous improvement across systems and processes
- Working towards individual and team performance targets
- Excellent opportunity for someone looking to develop a career in business development, account management or commercial relationship management
- Ongoing training and development through webinars, e-learning and on-the-job training
- Opportunity to work within a growing financial services business
Interested? Send your CV to Liv at i2i Recruitment today!
Our mission of 'Making Recruitment Personal' also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion. We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it's successful.
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