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Partnerships Manager
Allica Bank. Develop and nurture relationships with accounting firms across the South East region .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in B2B Sales and Account Management, with a strong focus on building relationships with accounting firms and delivering tailored banking solutions. Proficient in managing CRM systems and reporting on portfolio performance while ensuring compliance with operational procedures.
Highest-signal resume keywords
B2B SalesAccount ManagementCRM ManagementRelationship BuildingPresentation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
B2B SalesAccount ManagementCRM ManagementPipeline ReportingConsultative Sales Approach
Soft Skills
Interpersonal SkillsCommunication SkillsCollaborationTrust BuildingCommercial Awareness
Industry Keywords
Accounting FirmsSMEsBusiness Rewards AccountsOnboardingPartnerships Packs
About the role
Key responsibilities & impact- Develop and nurture relationships with accounting firms across the South East region
- Manage a regional portfolio of accounting firms, including cold outbound, warm inbound, and active introducers
- Move accounting firms through the pipeline to become repeat client introducers
- Build trust and credibility using a consultative B2B sales approach
- Grow Allica’s presence across firms through regional travel and in-person meetings
- Introduce Business Rewards Accounts and other banking products to accounting firms and their clients
- Own the end-to-end onboarding, funding, and account usage journey
- Qualify and introduce clients with lending needs to the appropriate Relationship Manager
- Act as the accounting firm’s dedicated point of contact at Allica
- Deliver and continuously improve the Accountants Playbook
- Run regional activities including lunch and learns, roundtables, and other events
- Equip firms with Partnerships Packs, marketing materials, and joint initiatives
- Maintain accurate portfolio records in the CRM and report on pipeline progress
- Manage personal objectives and development plan
- Collaborate across Allica teams to provide a seamless experience for partners and customers
- Comply with mandatory policies and operational procedures
Requirements
What you’ll need- 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
- Applicants must reside in the UK
- Applicants must already reside in the UK in most cases for sponsorship purposes
Benefits
Comp & perks- Full onboarding support and continued development opportunities
- Options for flexible working
- Regular social activities
- Pension contributions
- Discretionary bonus scheme
- Private health cover
- Life assurance
- Family friendly policies including enhanced Maternity & Paternity leave