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About the Role

This role is responsible for bringing exciting new products to market and ensuring established businesses can benefit from them. The Cash Management Executive will identify opportunities, contact potential customers via telephone and email, and manage the full end-to-end onboarding journey to convert them into active users of Allica's business current account and savings offerings. The focus is on acquiring new customers within the established SME segment with significant cash balances that can benefit from competitive savings rates. This role requires confident remote sales capabilities and strong stakeholder management skills, with a focus on customer outcomes and delivering value.

Responsibilities

Clearly communicate Allica’s value proposition to decision makers in the target customer market.
Generate high-quality business current account and savings opportunities by working with lists of prospects.
Understand and support customers and prospects through the onboarding process to ensure accounts are opened and actively used.
Act as a professional, courteous, and friendly first point of contact for SMEs.
Proactively learn products and criteria to identify opportunities and improve efficiency in engaging and qualifying prospects.
Gather feedback from customers and prospects on potential future features and feed this into the Product teams.
Collaborate with Marketing and Data teams to provide learnings from customer interactions, aiding in customer targeting, segmentation, and messaging.
Deliver the business plan for the role and actively manage objectives and personal development.
Ensure excellent service for SME customers, prospects, and advisors.
Work closely and collaboratively with all areas of Allica to ensure a seamless and professional service.
Comply with all mandatory policies and adhere to operational procedures to maintain internal controls.

Requirements

Proven track record in telephone-based lead generation with established SMEs (typically 5-250 employee firms).
Established business development skills to build relationships with prospects and convert them to customers.
Excellent interpersonal and communication skills.
Evidence of outperformance in similar roles through earning customer and colleague trust.
Track record of working in fast-paced environments, dealing with change effectively, and demonstrating an adaptable approach.
Ability to work collaboratively with specialist colleagues such as Relationship Managers, Operations, KYC/B, and underwriters.
Proven track record of exceeding targets, providing excellent customer service, and generating new income opportunities.
Consideration of risk and reputation when making decisions or finding solutions.
Good understanding of SME financial products (e.g., payments, lending, accounting, CRM).
Specific expertise in business current accounts is ideal.

Skills

Remote sales
Stakeholder management
Customer service
Lead generation
Business development
Interpersonal skills
Communication skills
Adaptability
Collaboration
Risk assessment

Location

Work Type

Flexible working
Hybrid working

Experience Level

Proven track record

Benefits

Full onboarding support
Continued development opportunities
Options for flexible working
Regular social activities
Pension contributions
Discretionary bonus scheme
Private health cover
Life assurance
Family friendly policies including enhanced Maternity & Paternity leave

About the Company

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 by traditional banks and modern fintech providers.

Equal Opportunity

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.