Partner Support Executive

Close Brothers Group; Metropolitan Borough of Solihull; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

Close Brothers Group is seeking a motivated professional to join the Motor Finance Ireland Team, providing transactional account management support to dealer partners and guiding them through their journey to build durable relationships.

The role involves supporting both sales and operations, handling queries, onboarding dealers at 30/60/90 days, and leveraging Salesforce CRM to enrich data and improve processes while ensuring governance and compliance. Hybrid working options are available.

Qualifications

• Experience providing transactional account support and handling dealer queries.
• Excellent written and verbal communication skills.
• Ability to work across sales and operations teams.

Responsibilities

• Proactively aiding our dealer partners with transactional business and commercial related queries and operational efficiencies (e-mail or telephone)
• Proactively engaging with the sales Business Development Managers to optimise the dealer partner experience and commercial performance
• Professionally replying to dealer calls and maintaining strong relationships
• Utilising Salesforce.com (CRM) to enrich dealer partner data to boost sales activities
• Managing the dealer onboarding process at 30, 60 and 90 day stages
• Bring new ideas to existing operational processes, primarily to streamline current processes and improve processes where appropriate
• Adhering to set sales and operations policies and procedures
• Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.

Skills

CRM experience

Communication skills

Attention to detail

Sales support

Tools

Salesforce

Job description

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 Finance Ireland Team where you will be accountable 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 between the sales and operations teams our ideal team member will have previous experience in providing transactional support with account and proposal queries, evolving dealer partner needs and focused dealer funding support with excellent written and verbal communication skills.

RESPONSIBILITIES

• Proactively aiding our dealer partners with transactional business and commercial related queries and operational efficiencies (e-mail or telephone)
• Proactively engaging with the sales Business Development Managers to optimise the dealer partner experience and commercial performance
• Professionally replying to dealer calls and maintaining strong relationships
• Utilising Salesforce.com (CRM) to enrich dealer partner data to boost sales activities
• Managing the dealer onboarding process at 30, 60 and 90 day stages
• Bring new ideas to existing operational processes, primarily to streamline current processes and improve processes where appropriate
• Adhering to set sales and operations policies and procedures
• Ensure that all Governance and Compliance requirements are adhered to and all reporting and reviewing activities required by the Regulatory Bodies are carried out to the standards required.

WE WOULD LOVE TO HEAR FROM YOU IF YOU HAVE:

• The ability to interact and speak with operation & sales teams and where applicable customers and dealers
• An ability to think creatively and demonstrate curiosity and drive to self-learn and solve problems in new and innovative ways
• Strong attention to detail

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

• A working knowledge of the SOPRA & VAS products and systems or alternative unit stocking and auditing platforms
• Background in Motor Finance or a similar secured asset lending environment
• Experience with Excel and data mining tools

We are committed to providing an inclusive and accessible recruitment process. We recognise that candidates may have specific needs that require adjustments to ensure they have a fair and equal opportunity to demonstrate their skills and abilities. Candidates who require the job description or application form in an alternative format, or any other adjustments, are encouraged to email us at 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.