Partnerships Manager

🔥 5 minutes ago

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Logo of Allica Bank

Allica Bank

501 - 1000 employees

Founded 2019

🏦 Banking

🤝 B2B

💳 Fintech

Banking • B2B • Fintech

Allica Bank is a UK business bank focused on serving established small and medium-sized enterprises (SMEs) and professional services firms. It offers business current accounts, linked savings pots, and a range of lending products including commercial mortgages, asset finance, growth finance, bridging finance, overdrafts and invoice finance. Allica emphasizes relationship-led service with dedicated UK-based relationship managers, digital money-management tools and accounting integrations, and notes FSCS protection for eligible deposits; its deposit products are regulated by the PRA and FCA.

📋 Description

• Manage a regional portfolio of accounting firms – covering cold outbound, warm inbound, and active referrers – moving each firm through the pipeline to become a repeat new client introducer. • Build trust and credibility through a consultative approach, positioning Allica as the most recommended bank by accountants. • Grow Allica’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 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 firm’s dedicated point of contact at Allica. • Deliver and continuously improve our Accountants Playbook, ensuring firms are positively onboarded and become active, repeat referrers. • 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. • Collaborate closely across Allica to ensure a seamless, professional experience for partners and customers.

🎯 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

🏖️ Benefits

• 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

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