Partnerships Manager

Job Description

REQUIREMENTS

• Proven track record in B2B sales and account management
• Strong understanding of SMEs and the role of professional advisors, particularly accountants
• Excellent interpersonal and relationship-building skills, with a track record of earning trust from partners, customers and colleagues
• Strong communication and presentation skills for in-person / virtual meetings and events
• Confident managing a CRM-based portfolio and reporting on pipeline progress
• Commercially minded, balancing new revenue generation with appropriate consideration of risk and reputation
• Comfortable working collaboratively with specialist colleagues (e.g. RMs, Marketing) to deliver good outcomes for customers and the business

RESPONSIBILITES

• Manage a regional portfolio of accounting firms- covering cold outbound, warm inbound, and active introducers- moving each firm through the pipeline to become a repeat client introducer.
• Build trust and credibility through a consultative approach, positioning our client as the most recommended bank by accountants.
• Grow our client’s presence across each firm, including multiple stakeholders, colleagues and offices, through regular regional travel and in-person meetings.
• Introduce the Business Rewards Account and other banking products to accounting firms and their clients, owning the end-to-end onboarding, funding and account usage journey.
• Qualify and introduce clients with lending needs (e.g. commercial mortgages) to the appropriate Relationship Manager.
• Act as the accounting firm’s dedicated point of contact at our client.
• Deliver and continuously improve our Accountants Playbook, ensuring firms are positively onboarded and become active, repeat introducers.
• Run regional activities – lunch and learns, roundtables and various other events
• Equip firms with an effective Partnerships Pack, marketing materials and joint initiatives to support client identification and introduction.
• Maintain accurate portfolio records in the CRM, tracking and reporting on progress to support quality and informed decision-making.
• Manage personal objectives and development plan.
• Collaborate closely across various teams at our client to ensure a seamless, professional experience for partners and customers.
• Comply with all mandatory policies and operational procedures to maintain internal controls

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