Partner Support Executive

Close Brothers; Manchester; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their Motor Operations Team. This role is pivotal in providing transactional account management support to dealer partners, fostering long-lasting relationships. The ideal candidate will excel in customer service, possess strong organizational skills, and be adept at using CRM tools like Salesforce. With a commitment to inclusivity and flexible working options, this company is dedicated to creating a supportive environment for its employees. If you're passionate about building relationships and enhancing customer experiences, this opportunity could be your next career step.

Qualifications

• Excellent customer service and relationship management skills are essential.
• Previous experience in a customer-focused environment is required.

Responsibilities

• Support dealer partners with transactional business and queries.
• Engage with sales account management to optimize partner experience.

Skills

Customer service skills

Relationship management

Communication skills

Organizational skills

Teamwork

IT skills (MS Word, Excel, Outlook)

Education

Experience in customer-focused environment

Tools

Salesforce.com

Job description

Salary Competitive Basic Salary + Benefits + Discretionary Bonus

The Vacancy

OVERALL SUMMARY

At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

Join the Close Brothers Motor Operations Team where you will be responsible for providing transactional account management support and guidance to our dealer partners at every stage of their journey to build sustainable long-lasting relationships. Working as part of the Motor Operations team, our ideal team member will have previous experience in providing transactional support to the Account Managers with account and proposal queries, evolving dealer partner needs and focused dealer funding support with excellent customer and partner transactional account management skills.

RESPONSIBILITIES

• Proactively support our dealer partners with transactional business and commercial related queries and operational efficiencies (e-mail or telephone).
• Proactively engage with the sales account management team to optimise the dealer partner experience and commercial performance.
• Professionally respond to dealer calls and maintain strong relationships.
• Utilise Salesforce.com (CRM) to enrich dealer partner data to support sales activities.
• Support with dealer commission payments and any associated pricing queries.
• Provide focused support for the dealer funding proposition.
• Adhere to set sales and operations policies and procedures.
• Work effectively within a workflow management structure.
• Manage the dealer onboarding process at 30, 60 and 90 day stages.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• Excellent customer service and relationship management skills.
• Previous experience in a customer focused environment with professional communication skills.
• Demonstrable experience of working within a structured process.
• Excellent IT skills (MS Word, Excel and Outlook).
• The ability to work well as part of a team.
• Excellent organisation skills and the ability to self-manage priorities.

IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU HAVE:

• Knowledge of regulations relating to Compliance, Data Protection, Anti Money Laundering, Consumer Credit Directive or Consumer Credit Act.
• Experience of using a CRM and/or Salesforce.com.
• Previous experience or understanding of working within a sales process.
• Previous experience or knowledge of credit risk assessment and retail pricing models.
• A sound understanding of the wider Motor Finance market.

We are an inclusive organisation and committed to ensuring our recruitment process is as accessible as possible to everyone. We will make adjustments for people who have a disability or long-term condition. If you need the job description or application form in an alternative format or would like to discuss the recruitment process with us, please email us at [e-mail] or request a call back.

ABOUT US

At Close Brothers we support employees to balance their work life priorities and in this role you will be able to enjoy a mixture of hybrid working.

Close Brothers is a leading UK merchant banking group providing lending, deposit taking and securities trading. We employ approximately 3,000 people, principally in the United Kingdom and Ireland. Close Brothers Group plc is listed on the London Stock Exchange and is a constituent of the FTSE 250.

At Close Brothers Group, we are all connected by our mission to be the best place in the UK for wealth professionals and their clients.

We believe that everyone should think ahead, have a financial plan and invest wisely. Our clients are professionals, business owners, individuals, charities, families, and employers, who rely on our clear financial advice and investment management services to preserve and grow their long-term savings and investments.

We are a team of about 900 people based in 15 offices across the UK. Our geographic footprint means we can combine a local approach with face-to-face services to enable strong, long-term relationships with our clients.

Sustainability is fundamental to our purpose and we have a responsibility to help address the social, economic and environmental challenges facing our business, colleagues and clients. We strive to do the right thing and are dedicated to helping the charities that matter most to our people.

Our vision is to develop an open and inclusive company that ensures everyone is valued, respected and included, so that in years to come our business will represent a diverse and inclusive workforce from the top down.

We look to recruit individuals from all different backgrounds. If this job is of interest to you but you do not meet every criteria then we encourage you still to apply as we are open to providing training opportunities. As an early adopter of hybrid working, we are open to discussing all types of flexible working options, helping you to balance your work and home life.