Remote SME Success & Onboarding Lead

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

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