Regional Partnerships Manager - SME Banking

Allica Bank; United Kingdom; Hybrid; GBP 50,000 - 80,000; Full time

Benefits offered by this job

Flexible working

Pension contributions

Private health cover

Bonus scheme

Life assurance

Job summary

Allica Bank is seeking a Partnerships Manager to build and nurture relationships with accounting firms across the region. You’ll own the end-to-end partner journey from lead generation through onboarding and funding, coordinating with Relationship Managers on lending needs.

You’ll travel regionally for in-person meetings and events, supported by our Marketing team. A consultative, B2B sales approach and a proven track record with SMEs are essential.

Qualifications

• Proven track record in B2B sales and account management.
• Strong understanding of SMEs and the role of professional advisors.
• Excellent interpersonal and relationship-building skills.
• Strong communication and presentation skills for in-person/virtual meetings and events.
• Confident managing a CRM-based portfolio and reporting on pipeline progress.

Responsibilities

• Manage 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 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 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

Skills

B2B sales

Account management

Relationship building

CRM management

Communication skills

Job description

Allica Bank is seeking a Partnerships Manager to build and nurture relationships with accounting firms across the region. You’ll own the end-to-end partner journey from lead generation through onboarding and funding, coordinating with Relationship Managers on lending needs.

You’ll travel regionally for in-person meetings and events, supported by our Marketing team. A consultative, B2B sales approach and a proven track record with SMEs are essential.