Account Executive
You will guide small-business customers through their finance applications, understand their business and funding needs, and match them with appropriate lenders and products. You will manage commercial lending-partner relationships, maintain accurate Salesforce records, monitor customer and market trends, and share successes across relevant communication channels.
Responsibilities
- Contact, engage, and manage small-business customers through the application process
- Build and nurture relationships with commercial lending partners
- Articulate the Funding Options proposition and service
- Develop knowledge of business finance, lenders, and market products
- Explain finance options across multiple business-finance product classes
- Maintain accurate and up-to-date prospect information in Salesforce
- Monitor trends and add new or enhanced customer-profile information to Salesforce
- Keep up to date with industry, market, and competitor trends
- Share stories and successes through relevant communication channels
Requirements
- Experience working for a commercial finance brokerage or in a customer-facing commercial-finance sales role
- Track record of meeting and exceeding revenue-based targets
- Communication and interpersonal skills
- Customer service
- Organisation
- Analysis
- Troubleshooting
- Relationship building
Benefits
- Flexible working options
- Group Life Insurance
- Vitality Health Insurance
- 25 days holiday with the ability to buy extra days
- 3 days volunteering time off per year
- Cycle to Work scheme
- Pension contribution
- All-day snacks bar
- Enhanced family-friendly leave
- Sabbatical leave