Partnerships Associate - Remote

Overview

The Partnerships Associate will support the Partnerships Sales Team in generating new business through partnerships with accounting firms, enhancing customer satisfaction, and ensuring sales targets are met.

In Short

• Support Partnerships Managers in client onboarding and referrals.
• Provide excellent customer service to accountant partners.
• Manage and update CRM systems for accurate data tracking.
• Prospect new accountancy firms for partnership opportunities.
• Communicate effectively with clients and partners via email and phone.
• Participate in sales training and develop account management skills.
• Collaborate with marketing for targeted campaigns.
• Ensure a smooth client experience from onboarding to funding.
• Work with multiple stakeholders to achieve positive outcomes.
• Contribute to the growth of Allica Bank through effective partnerships.

Requirements

• Excellent interpersonal skills and sales experience.
• Proven track record in delivering customer satisfaction.
• Strong communication and organizational skills.
• Experience with CRM systems, preferably HubSpot.
• Ability to work collaboratively with various stakeholders.
• Desire to learn and progress within the company.

Benefits

• Full onboarding support and development opportunities.
• Flexible working options available.
• Regular social activities for team bonding.
• Pension contributions for future security.
• Discretionary bonus scheme based on performance.
• Private health cover for peace of mind.
• Life assurance for added security.
• Family-friendly policies including enhanced maternity and paternity leave.