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.
Department Description
In this role you will find 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 generates referrals from trusted advisors to established SMEs, in particular their Accountants. As a Partnerships Executive you’ll be responsible for developing and nurturing trusted relationships with accountants in your region. You will be responsible for managing inbound requests and proactive outreach to accounting firms, introducing them to Allica and presenting how we can support their SME clients with our business banking services.
Role Description
You will manage the start of the seamless referral process and set up of our Business Rewards Account. For additional lending requirements you will co-ordinate the introduction to our specialist Relationship Manager (RM) team. You will oversee and follow through with the relationship at a firm level, increasing our presence and awareness across the firm’s stakeholders and offices.
Your activity will be supported by our Marketing team. This will include attending and hosting events, running webinars and contributing to educational content, case studies and email campaigns. You will build excellent regional relationships with key organisation in the wider accountancy industry, including software providers (e.g. Sage, Xero) and industry bodies (e.g. ACCA, ICAEW) to develop awareness, credibility and trust. It is vital that our Partnerships Executive is confident and experienced in B2B account management, managing multiple stakeholders, creating opportunities and reporting across their portfolio.
As a Partnerships Executive, you will also be involved in building relationships with other local partners such as business advisors and business chambers, but never with commercial finance brokers who are managed by a dedicated team within the bank.
Principal Accountabilities
- Working with a regional portfolio of accounting firms. This will include cold outbound, warm inbound and actively referring partners. Managing firms through each stage of our pipeline towards becoming repeat referrers, establishing Allica as the most recommended bank by accountants.
- Managing the relationship at a firm level, increasing our presence and awareness across their multiple accountant colleagues, stakeholders and offices.
- Introducing our Business Rewards Account and associated cash management products for the firm and their clients. Being responsible for the setup, funding and usage of accounts.
- Qualifying and assigning each firm to an appropriate Relationship Manager (RM) when they / their clients require an Allica lending product (e.g. commercial mortgage.
- Being the dedicated Allica representative for a firm to speak to. Always being professional, proactive, knowledgeable, precise and friendly, and always exhibiting our values of Straightforward, Integrity, Collaborative and Delivery.
- Running regional marketing activities, including events, roundtables, webinars and in-person meetings alongside colleagues and third-party organisations where appropriate.
- Managing your portfolio and following our customer relationship management (CRM) process. Ensuring we capture, track and report on progress. Demonstrating quality, effectiveness and informed decision making.
Personal Attributes & Experience
- You will have a proven track record in effective B2B sales and account management, having previously managed multiple stakeholders and led accounts through a change management process.
- You will have a comprehensive understanding of SMEs and the role of advisors and professional service firms, in particular accountants.
- You will have excellent interpersonal skills and evidence of sales and account management outperformance in similar roles through earning partner, customer and colleague trust.
- You will have a proven track record of delivering an excellent customer experience and generating new revenue opportunities whilst always considering risk, reputation and experience.
- You will have strong communication and presenting skills for in-person meetings, webinars and events.
- You will have strong portfolio management, CRM management and reporting skills.
- You will demonstrate the ability to work collaboratively with specialist colleagues such as RMs or Marketing, to deliver a good outcome for our customers, colleagues and company.
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
- 25 days holiday – with the option to Buy/Sell
- Pension contributions
- Discretionary bonus scheme
- Private health cover (with the option to add family members)
- Life assurance
- Income Protection
- Family friendly policies including enhanced Maternity & Paternity leave
- Season ticket loans
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!
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.
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