Remote Customer Success Executive

Allica Bank; Truro; Remote; GBP 42,000 - 54,000; Full time

Job summary

Allica Bank is seeking a Remote Customer Success Executive to drive adoption of our SME banking products with a focus on onboarding and ongoing value delivery. You will engage established businesses by phone and email, guiding them through account setup and activation while coordinating with product and operations teams.

You will excel at remote stakeholder management, ensure a flawless onboarding journey for 12+ months trading SMEs with £50k+ cash balances, and help convert interest into

Qualifications

• Experience in remote customer success or sales for SMEs
• Strong communication and relationship-building skills
• Ability to manage multiple stakeholders and workflows

Responsibilities

• Own the end-to-end onboarding journey for new SME customers via phone and email.
• Drive activation and ongoing value delivery, ensuring high customer satisfaction.
• Collaborate with product, growth and operations to resolve blockers and optimise processes.
• Maintain a strong focus on remote, proactive outreach to established SMEs with £50k+ balances.

Job description

Remote Customer Success Executive

Start Date: 2026-10-03T00:00:00

Location: Cornwall, Cornwall, GB, TR1 2AF

Additional Information: Any

End Date: 2027-01-01T19:03:07.04

About Allica Bank

Allica is the UK's fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech. Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.

Role Description

This role is responsible for getting these exciting products to market, and ensuring as many established businesses as possible can benefit from them. Working with the growth and product teams, the Cash Management Executive will identify opportunities, and make contact via telephone and email to convert customers to our business current account and savings offerings. Your key goal will be winning active new accounts, and as such you will be responsible for the full end to end onboarding journey, from identifying potential customers to delivering live, actively used accounts.

The focus will be on new to Allica customers that are in our established SME target segment (minimum 12 months trading), with cash balances (£50k+) that can benefit from our savings rates. Our Cash Management Executive will work with the whole of Allica - including relationship management teams, product, marketing, and operations to ensure that prospective customers receive exemplary customer service and a great first impression of Allica Bank.

It is vital that our Cash Management Executive is very confident and capable of remote sales to SMEs by telephone. They should also be strong stakeholder managers with a focus on customer outcomes and delivering value for both Allica Bank.

#s1-Gen

About Allica Bank

Allica is the UK's fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech. Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers.

Role Description This role is responsible for getting these exciting products to market, and ensuring as many established businesses as possible can benefit from them. Working with the growth and product teams, the Cash Management Executive will identify opportunities, and make contact via telephone and email to convert customers to our business current account and savings offerings. Your key goal will be winning active new accounts, and as such you will be responsible for the full end to end onboarding journey, from identifying potential customers to delivering

live, actively used accounts. The focus will be on new to Allica customers that are in our established SME target segment (minimum 12 months trading), with have cash balances (£50k+) that can benefit from our savings rates. Our Cash Management Executive will work with the whole of Allica - including relationship management teams, product, marketing, and operations to ensure that prospective customers receive exemplary customer service and a great first impression of Allica Bank. It is vital that our Cash Management Executive is very confident and capable of remote sales to SMEs by telephone. They should also be strong stakeholder managers with a focus on customer outcomes and delivering value for both Allica Bank