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About the Role
The Partnerships Associate will provide operational support to Partnerships Managers, focusing on enhancing partner satisfaction, surpassing sales targets for the Business Rewards Account, and gaining on-the-job training to develop into a future Partnerships Sales Manager or other roles within the bank.
Responsibilities
- Support client referrals and the onboarding process, including gathering information, communicating with the KYC team, and responding to RFIs.
- Provide professional and efficient communication with clients throughout the onboarding process.
- Assist with securing initial deposits and funding of client accounts.
- Serve as the first point of contact for customer queries and requests from accountant partners via email and phone.
- Collaborate with the customer service team to resolve tasks and manage escalations.
- Update and manage HubSpot for accurate customer data, prospect tracking, and sales pipeline information.
- Prospect new small-medium accountancy firms to identify opportunities for Partnerships Sales Managers after completing sales training.
- Manage communication and follow-up for website inquiries and leads from paid marketing campaigns.
- Coordinate communication for targeted re-nurture campaigns with the Marketing Team.
- Handle inbound phone calls from accountants.
- Develop and enhance account management skills with a portfolio of sole practitioner and small accountancy firms after completing sales training.
Requirements
- Excellent interpersonal skills.
- Evidence of sales and account management outperformance in similar roles.
- Proven track record of delivering an excellent customer experience.
- Strong communication, organisation, and administrative skills.
- Proficiency in CRM systems.
- Demonstrated ability to work collaboratively with multiple stakeholders.
- Desire to learn, develop, and progress a career within Allica Bank.
Skills
- Sales
- Account Management
- Customer Service
- CRM Management
- Communication
- Organisation
- Administration
Location
- UK
Work Type
- Flexible working
- Hybrid working
Experience Level
- Associate
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
- Enhanced Maternity & Paternity leave
About the Company
- Allica is the UK’s fastest growing company and the fastest-growing financial technology 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 and modern financial 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.