Account Manager in Pool Bank - CV-Library

Account Manager in Pool Bank - CV-Library

Account Manager in Pool Bank - CV-Library

Job Overview

Pool Bank, England
Job Type
Full Time
£30,000 - £35,000 Per Year
Date Posted
23 days ago

Additional Details

Job ID
Job Views

Job Description

We are actively looking for an exceptional Account Manager,

As an Account Manager at Lead Tech, you will be responsible for developing and nurturing new client accounts that can benefit from our lead generation services. We take pride in our unrivalled proposition for financial services firms looking to expand their client bases. With cutting-edge technology, digital marketing expertise, and a prestigious partner base, we are uniquely positioned in the UK market.

In 2024, we are embarking on a significant growth journey, and we are making substantial investments in technology and people. Our primary area of focus for recruitment is in sales and business development to turbo-charge that growth.

Our sales professionals are based in Pool-in-Wharfedale, near Leeds.

Dependent upon experience starting salary of upto £35,000 per annum plus a monthly bonus of £500 pm (OTE)

Life at Lead Tech

Lead Tech is an award-winning business with over 15 years' experience generating leads for financial advice firms. We are a purpose-driven business committed to helping consumers access trusted and regulated financial solutions, which we display through our purpose and strapline ‘Connecting people. Improving lives’. Based in the picturesque village of Pool in Wharfedale, north of Leeds city centre, we are focused on our purpose of “Connecting people. Improving lives”. We are a growing business which has resulted in us being placed in the Top 100 UK Tech Companies at the Northern Tech Awards for 4 years running.

At Lead Tech, we know that our employees are our biggest asset, with employee experience being at the heart of everything we do. We have an open culture where

employees are comfortable to give open and honest feedback which is listened to and taken onboard. Every employee has a sense of belonging at Lead Tech, knowing that they are part of an environment that values them.

We offer training, support and development to help employees progress in their careers. Bespoke learning and development plans are created for every individual, with personal goals to help employees get to where they want to be in their role and to fulfill their career aspirations. We want to tap into each individual’s potential and allow them to express their creativity and feel empowered in their role.

We strive to be more than just a profit-centric company, with a heavy focus on environmental and social initiatives. We want to build a business that employees are proud to work for and we have submitted our B Impact Assessment, which brings us one step closer to becoming B Corp certified.

Importantly we have a culture which puts the customer at the heart of everything we do. This led us to become the first and only business in our sector to become directly authorised by the FCA. We are proud of this commitment to regulatory excellence. It underpins everything we do.

Overview of the Role:

In the role of a B2B Account Manager, you'll be at the forefront of cultivating and sustaining strong relationships within our clients and partner base of financial advisors. Your core responsibility lies in the art of relationship management, a pivotal element that underlines the success of our collaborative ventures.

Considering the inherent nature of lead generation, objections naturally come into play. Your proficiency in gracefully addressing objections becomes a cornerstone skill. Your adept handling of objections not only shields our partnerships from potential challenges but also plays a vital role in shaping positive partner experiences.

However, the true essence of your role extends beyond objection handling. The heartbeat of your contribution lies in your ability to nurture and manage partner/client relationships. Here, the emphasis is on more than just managing; it's about building robust connections that stand the test of time. Your interpersonal finesse, coupled with strategic business acumen, will be instrumental in creating an environment where our partners feel not just supported, but truly valued.

As our B2B Account Manager, you are not just a liaison; you are a relationship architect. Your skilful navigation through objections and your commitment to building enduring partnerships will be the driving force behind the success stories within our financial advisor community. Each interaction becomes an opportunity not just to address concerns but to fortify and grow the bonds that define our collaborative journey.

The main duties of an Account Manager include:

Formulate detailed strategies to support account development and growth.

Provide regular communication both internally and externally to ensure all relevant key stakeholders are consistently informed and updated on all aspects of the accounts

Work with colleagues within the digital and operations departments to pro-actively support margin maintenance.

Review all aspects of contractual longevity and adherence; ensuring key conversations and awareness is delivered to relevant account contacts

Consistently review revenue generation making strategic decisions to positively impact performance

Deliver structured support and strategy rollout for all new & existing accounts, owning the partner lifecycle from the initial onboarding call.

Identify any potential growth opportunities within partner accounts to deliver account growth.

You will have excellent telephone manners and written and verbal communication skills. Be a problem solver and have great time management and organisational skills. Able to keep accurate records and update the CRM.

Salesforce experience

B2B sales / account management experience


So why should you work for us? We have a number of incentives and benefits which include:

* Superb development

* Joining a well-established company with a friendly, welcoming atmosphere

* Diverse and community minded organisation

* Competitive salary plus generous bonus scheme

* Additional leave

* Casual dress

* Company events

* Company pension

* Cycle to work scheme

* Enhanced maternity leave

* Enhanced paternity leave

* Flexitime

* Free On-site parking

* Health & wellbeing programme

* Paid volunteer time

* Private dental insurance

* Private medical insurance

* Superb development

* Joining a well-established company with a friendly, welcoming atmosphere

* Diverse and community minded organisation

We appreciate our staff and we’re committed to investing in you. This is a fantastic opportunity to join a fast growing business.

As part of our values, we are committed to supporting inclusion and diversity at Lead Tech. We actively celebrate colleagues’ different abilities, sexual orientation, ethnicity, faith, and gender.

Everyone is welcome and supported in their development at all stages in their journey with us. We will develop your skill set, and we will give you all the tools to develop your skills at Lead Tech. Ideally, you will have some exposure to financial services products. However, we are more interested in your willingness to learn, your sales/customer service ability and your professional attitude.

Salary: upto £35,000 per year (DOE) plus bonus

Schedule: Monday to Friday


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