Internal Account Manager – Financial Services

CBC Recruitment Solutions; Uttoxeter; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

CBC Recruitment Solutions is recruiting for an Internal Relationship Manager for a financial services arm of a global equipment manufacturer. The role involves a hybrid pattern (3 days in office, 2 from home) based in the UK.

You will promote finance options and manage client relationships, supporting both new and existing clients, with a focus on SLAs and KPIs. The ideal candidate will have strong communication and numerical skills, experience in a similar role or a business-related degree, and

Qualifications

• Strong communication skills and ability to build relationships over the phone.
• Numerical skills and ability to work to SLAs.
• Comfortable working in a team and coordinating with dealers and field sales.

Responsibilities

• Support and promote the sale of equipment through hire purchase and lease (B2B).
• Follow a compliant sales process to advise clients on finance options.
• Negotiate finance rates and coordinate each stage of the client transaction.
• High level of telephone interaction with clients, field-based sales team, and dealer personnel.
• Achieve profit and margin objectives and other KPIs.
• Build relationships with clients via calls and emails; respond to inbound enquiries.

Skills

Communication

Numerical skills

Relationship building

Team collaboration

Education

Business-related degree

Job description

Our client is the financial services arm of a blue chip, global equipment manufacturer. They are growing their internal sales team, and looking to appoint 2 internal relationship managers. The role is based 3 days in the office and 2 from home.

Key responsibilities include

• Supporting and promoting the sale of equipment through hire purchase and lease (B2B)
• Following a compliant sales process to support your clients in choosing the right finance option for their business, and following client care good practice.
• Negotiating finance rates and co-ordinating each stage of the client transaction.
• A high level of telephone interaction with clients, the field-based sales team, and dealer sales personnel
• Achieving profit and margin objectives (plus other KPIs)
• Building relationships with clients through regular calls and emails and responding to inbound enquiries
• Nurturing existing relationships with clients and dealer sales personnel
• Developing relationships with new clients
• Build, manage and maintain sales pipeline
• Supporting the team as well as achieving individual objectives
• Co-ordinating and taking responsibility for own workload

The successful candidate will ideally have some past experience in a similar role, preferably within the financial services sector, although this is not essential. You will have strong communication skills, with the ability to build relationships over the phone, strong numerical skills and be able to work in a team environment to SLAs.

We will also consider candidates who may be recent graduates, with a relevant business related degree, who are looking for the first step into a rewarding career in sales & financial services.