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Partnerships Manager – North East
BVNKPartnerships Manager developing relationships with accounting firms to generate new business for Allica Bank. Managing a regional portfolio and collaborating with internal teams for successful partnerships.
About the role
Key responsibilities & impact- 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
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
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
ATS Keywords
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Soft Skills
Interpersonal SkillsCommunication SkillsPresentation Skills