Partnership Manager - Leeds

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Requirements:

• Proven track record in effective B2B sales and account management
• Comprehensive understanding of SMEs and the role of advisors and professional service firms, in particular accountants.
• Excellent interpersonal skills
• Proven track record of delivering an excellent customer experience and generating new revenue opportunities whilst always considering risk, reputation, and experience.
• Strong communication and presenting skills for in-person meetings, webinars and events.
• Strong portfolio management, CRM management and reporting skills.
• 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.

Responsibilities:

• Working with a regional portfolio of Top 100 accounting firms.
• Taking a consultative approach to build trust and understanding, 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 end-to-end client onboarding journey, 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.
• Delivering and improving our Accountants Playbook.
• Running regional activities, including events, roundtables and webinars and team meetings alongside colleagues and third-party organisations, where appropriate.
• Providing firms with an effective Partnerships Pack with information about identifying and introducing clients to Allica.
• Managing your portfolio and following our customer relationship management (CRM) process.
• Actively managing your objectives and personal development plan.
• Making your colleagues proud that you represent Allica, by ensuring excellent service for our partners, SME customers and prospects.
• Working closely and collaboratively with all areas of Allica to ensure a seamless experience and professional service is always provided.
• Complying with all mandatory policies, and adherence to operational procedures to maintain internal controls.