Partnerships Manager (North West)

Principal Accountabilities

• Manage a regional portfolio of accounting firms- covering cold outbound, warm inbound, and active introducers- moving each firm through the pipeline to become a repeat 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 accounting 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 accounting firm’s dedicated point of contact at Allica

• Deliver and continuously improve our Accountants Playbook, ensuring firms are positively onboarded and become active, repeat introducers.

• 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.

• Manage personal objectives and development plan.

• Collaborate closely across various teams at Allica to ensure a seamless, professional experience for partners and customers.

• Comply with all mandatory policies and operational procedures to maintain internal controls

Personal Attributes & Experience

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

Working at Allica Bank

At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers.

Our employees are at the heart of everything we do, so our benefits are designed with you in mind:

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

Don’t tick every box?

Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you!

Flexible working

We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate.

Diversity

We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.