- Contact, engage and manage Small Business customers through their application process
- Build and nurture working relationships with commercial lending partners
- Articulate the Funding Options proposition and service
- Outbound prospect customers from your dedicated Accounts Portfolio
- Work closely with the Lead Generation team, providing feedback and advice
- Build knowledge of business finance and gain an in-depth understanding of lenders and products
- Confidently articulate different finance options across multiple business finance product classes
- Maintain accurate, up-to-date information on prospects in Salesforce
- Monitor and identify trends whilst adding new or enhanced customer profile information into Salesforce
- Keep up to date on industry trends, market & competition
- Actively share stories and successes to the wider organisation through relevant comms channels
Salesforce