Account Manager
Core
Manage a portfolio of commercial SME clients to identify funding needs and match them with appropriate lenders and finance products.
Role type
Senior Commercial Finance Broker (Strategic Finance Partner)
Builds
Long-term client relationships and successful financing deals for UK SMEs
Domain
Financial Services / Commercial Lending
Deliverable
client delivery
Required skills
commercial lending knowledge, client portfolio management, strategic financial advisory, market trend analysis, Salesforce proficiency, stakeholder management
Preferred skills
experience in business finance, understanding of diverse lender products
Technologies
Salesforce
Responsibilities
Contact and engage commercial customers through their application process; Build and nurture working relationships with commercial lending partners; Outbound prospect customers from a dedicated Accounts Portfolio; Maintain accurate prospect information in Salesforce; Monitor and identify trends in customer profiles and market conditions; Confidently articulate different finance options to customers.