Account Manager - #2189742

Account Manager

Manchester – Hybrid working

Up to £40K basic + comms

My client is an SME Finance Brokerage launched In 2024 by their 2 entrepreneurial directors.

Both leaders are passionate around upskilling & educating business owners to make informed lending decisions by giving them a holistic insight into different lenders, different products & interest rate options.

They can now do this via the brokerage with over 80 different lenders & after investing into technology, its quick efficient and tech enabled making it easy for both SME businesses and lenders to see all financial details.

After 2 yrs of trading, they have developed a healthy customer base completing over 400 lending deals creating need for our first account manager hire.

This person will take ownership of our existing client portfolio, proactively contacting businesses to understand their ongoing funding requirements, building relationships and generating additional revenue through repeat business and cross-selling along with management of ongoing invoice finance facilities

Key responsibilities

• Proactively outbound to our existing portfolio of business clients.
• Build and maintain strong relationships with business owners and finance decision-makers.
• Identify opportunities for repeat funding, additional facilities and cross-selling.
• Discuss and arrange a broad range of commercial finance products, including invoice finance, business loans, revolving credit, supplier finance, asset finance and trade finance.
• Manage opportunities from initial conversation through to completion, supported by our Sales Operations function.
• Maintain accurate CRM records, client contact schedules and follow-up activity.
• Work towards monthly revenue, activity and client retention targets.
• Develop a structured account management approach as the portfolio continues to grow.
• Renew invoice finance facilities.

Ideal candidate

• Strong B2B sales or account management experience, ideally within commercial finance, fintech or B2B lending
• Proactive and confident on the telephone, comfortable generating opportunities rather than simply responding to inbound enquiries (this is crucial).
• Commercially minded, target-driven and motivated by commission.
• Excellent relationship-building and communication skills.
• Organised, with the ability to manage a substantial portfolio of clients.
• Ambitious and interested in progressing within a growing business.