Principal Accountabilities
• Manage a regional portfolio of accounting firms- covering cold outbound, warm inbound, and active introducers- moving each firm through the pipeline to become a repeat client introducer.
• Build trust and credibility through a consultative approach, positioning Allica as the most recommended bank by accountants.
• Grow Allica’s presence across each firm, including multiple stakeholders, colleagues and offices, through regular regional travel and in-person meetings.
• Introduce the Business Rewards Account and other banking products to accounting firms and their clients, owning the end-to-end onboarding, funding and account usage journey.
• Qualify and introduce clients with lending needs (e.g. commercial mortgages) to the appropriate Relationship Manager.
• Act as the accounting firm’s dedicated point of contact at Allica
• Deliver and continuously improve our Accountants Playbook, ensuring firms are positively onboarded and become active, repeat introducers.
• Run regional activities - lunch and learns, roundtables and various other events
• Equip firms with an effective Partnerships Pack, marketing materials and joint initiatives to support client identification and introduction.
• Maintain accurate portfolio records in the CRM, tracking and reporting on progress to support quality and informed decision-making.
• Manage personal objectives and development plan.
• Collaborate closely across various teams at Allica to ensure a seamless, professional experience for partners and customers.
• Comply with all mandatory policies and operational procedures to maintain internal controls