Strategic B2B Growth Executive – Financial Services

I2I Recruitment; Gloucester; On-site; GBP 32,000 - 52,000; Full time

Benefits offered by this job

18 days annual leave

Birthday day off

Career development in financial ser v

Life assurance 5x salary

Perkbox Rewards

Employee Assistance Programme

NEST pension scheme

Job summary

I2I Recruitment in Gloucester is seeking a proactive Business Development professional to manage inbound enquiries, qualify leads, and onboard SME partners. You will maintain an accurate CRM pipeline and support Senior BDMs with larger onboarding projects.

The role offers a structured career path in financial services sales, with opportunities to grow across business development and account management, plus a supportive, entrepreneurial environment and excellent benefits.

Qualifications

• Outstanding communication and interpersonal skills.
• Strong organisational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Customer-focused approach with strong commercial awareness.
• Positive, resilient and self-motivated attitude.
• Ability to build strong relationships with a range of stakeholders.
• Strong numeracy and problem-solving skills.
• Competent user of Microsoft Office applications.

Responsibilities

• Managing inbound commercial enquiries via telephone, email and digital channels.
• Qualifying leads and identifying suitable business opportunities.
• Managing smaller prospective Business Partners through the sales and onboarding process.
• Maintaining an accurate prospect pipeline within the CRM.
• Supporting Senior Business Development Managers with larger partner onboarding.
• Assisting with proposals, presentations and commercial documentation.
• Coordinating new Business Partner onboarding and ensuring requirements are completed.
• Supporting partners through training and implementation activities.
• Working with Compliance, Operations and other internal teams to ensure smooth onboarding.
• Managing a portfolio of SME Business Partners following successful onboarding.
• Building strong relationships to support partner retention and growth.
• Conducting business reviews and identifying opportunities to improve performance.
• Supporting partners with operational, commercial and service enquiries.
• Monitoring partner performance and identifying opportunities and risks.
• Supporting the management and development of the SME broker portfolio.
• Acting as the main contact for inbound enquiries into the Commercial Team.
• Triaging calls and enquiries to the appropriate team or department.
• Working collaboratively across Business Development, Partner Success, Operations, Compliance and Credit.
• Maintaining accurate records of prospect and partner activity within the CRM.
• Contributing to continuous improvement across systems and processes.
• Working towards individual and team performance targets.

Skills

Communication

Organisational skills

Prioritisation

Customer-focused

Resilience

Relationship building

Numeracy

MS Office

Tools

Salesforce

Job description

I2I Recruitment in Gloucester is seeking a proactive Business Development professional to manage inbound enquiries, qualify leads, and onboard SME partners. You will maintain an accurate CRM pipeline and support Senior BDMs with larger onboarding projects.

The role offers a structured career path in financial services sales, with opportunities to grow across business development and account management, plus a supportive, entrepreneurial environment and excellent benefits.