Remote Customer Success Executive

Allica Bank; Witham; Remote; GBP 40,000 - 60,000; Full time

Job summary

Allica Bank is seeking a Remote Customer Success Executive to drive onboarding for established SMEs and to promote the bank's current account and savings offerings. You will identify opportunities, reach out by phone and email, and manage the end-to-end onboarding journey to deliver tangible value.

The role requires confidence in remote sales, strong stakeholder management, and a focus on delivering excellent customer outcomes for UK SMEs.

Qualifications

• Experience in remote sales targeting established SMEs.
• Ability to onboard new customers from first contact to live accounts.
• Strong stakeholder management and customer service mindset.

Responsibilities

• Lead end-to-end onboarding for new SME customers.
• Convert prospects to current account and savings offerings via phone and email.
• Collaborate with product, marketing and operations to ensure value delivery.

Skills

Remote sales

Phone outreach

Customer onboarding

Stakeholder management

SME focus

Job description

Remote Customer Success Executive

Essex

GB

CM8 1EP

Any

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.