At a Glance
- Tasks: Build strong partner relationships and drive growth in financial services.
- Company: Dynamic tech company with a focus on innovation and collaboration.
- Benefits: Flexible work arrangements, competitive pay, and continuous learning opportunities.
- Other info: Enjoy a culture that celebrates achievements and values your ideas.
- Why this job: Join a vibrant team and make a real impact in the financial services sector.
- Qualifications: 1-2 years in partner account management and a passion for sales.
The predicted salary is between 50000 - 70000 £ per year.
Financial Services Partner Account Manager – UK Location: London (hybrid – minimum 3 days a week at a Creatio or partner office). The role reports to the VP of Channels, Europe.
Responsibilities
- Partnership Development
- Build strong partner relationships and serve as a trusted advisor to facilitate partnership growth with corporate and enterprise partners.
- Use strategic thinking and relationship management to drive growth from existing partners and discover upsell opportunities.
- Manage renewals of annual agreements.
- Perform quarterly business reviews (onsite and remote).
- Deliver satisfied partner relationships that result in references, case studies, and renewals.
- Conduct regularly scheduled partner check‑in calls to maximize client satisfaction.
- Help partners grow their skills and experience with Creatio technology.
- Grow pipeline and close business alongside partners.
- Partner Sales
- Lead the partner lead‑generation process.
- Lead the qualification process with the partner.
- Conduct sales strategy discussions.
- Confirm and participate in meetings with clients.
- Tight collaboration with the sales team for rapid progress.
- Partner Acquisition
- Conduct deep searches on social media to identify/contact potential financial‑services‑focused partners for new business opportunities.
- Acquire new target financial‑services partners and supervise the onboarding provision.
Requirements
- 1–2 years of partner account management experience within financial services and GSI environments.
- Minimum 5+ years of experience in a software/SaaS business‑to‑business environment with a proven track record of consistent quota over‑achievement.
- Experience managing medium to large partners.
- Excellent interpersonal skills and ability to build strong relationships with partners and a strong regional personal network.
- Driven, highly motivated, and passionate about sales.
- Professional sales training would be an advantage but is not essential.
- Understanding of CRM and BPM applications and experience executing business solutions.
- Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
Interpersonal Skills
- Strong analytical and problem‑solving skills.
- Exceptional organisational and communication skills – both verbal and written.
- Comfort working in a fast‑paced, ever‑changing environment.
- Successful multi‑tasker able to act autonomously.
- Ability to identify and focus on highest‑revenue potential partners.
- Understanding of key industry trends and dynamics.
- Ability to build and maintain lasting relationships with partners.
- Strategic thinking.
- Self‑motivated with high energy and an engaging enthusiasm.
- High level of integrity and work ethic.
- Result‑driven.
What You Should Expect From Us
- Growth & Development: Clear career paths, mentorship opportunities, and access to continuous learning.
- Flexibility & Well‑Being: Flexible work arrangements and initiatives that empower you to manage your schedule effectively.
- Recognition & Impact: A culture that celebrates achievements and values your ideas.
- Innovative Culture: A company that embraces new ideas, modern technologies, and bold thinking.
- Benefits & Rewards Package: Competitive compensation and benefits designed to support you and your family, with specific packages that may vary by country and employment type.
Partner Account Manager (Financial Services) employer: Creatio
As a Partner Account Manager at Creatio in London, you will thrive in a dynamic and innovative environment that prioritises employee growth and well-being. With flexible work arrangements, clear career paths, and a culture that celebrates achievements, you will have the opportunity to build strong partnerships while being supported by a team that values your ideas and contributions. Join us to be part of a forward-thinking company that embraces modern technologies and fosters meaningful relationships in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Partner Account Manager (Financial Services)
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. Building those relationships can open doors to opportunities you might not find on job boards.
✨Tip Number 2
Show your passion for sales! When you get the chance to chat with potential employers, let your enthusiasm shine through. Share your success stories and how you've driven growth in previous roles. We want to see that fire in you!
✨Tip Number 3
Prepare for those interviews by doing your homework. Understand the company’s products, their partners, and the financial services landscape. This will help you ask insightful questions and demonstrate that you’re genuinely interested in helping them grow.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and take the initiative to connect with us directly.
We think you need these skills to ace Partner Account Manager (Financial Services)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Partner Account Manager role. Highlight your experience in partner account management and any relevant achievements in financial services. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter should tell us why you're passionate about this role and how your skills align with our needs. Use specific examples from your past experiences to showcase your relationship-building skills and strategic thinking.
Showcase Your Skills:Don’t forget to highlight your proficiency in CRM and BPM applications, as well as your analytical and problem-solving skills. We love seeing candidates who can demonstrate their ability to drive growth and manage partnerships effectively.
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people. Good luck!
How to prepare for a job interview at Creatio
✨Know Your Partners
Before the interview, research the company’s existing partners and their success stories. Understanding their partnerships will help you demonstrate how you can build strong relationships and drive growth, which is key for the Partner Account Manager role.
✨Showcase Your Sales Skills
Prepare to discuss your previous sales experiences, especially in managing partner accounts. Be ready to share specific examples of how you've achieved quotas or grown partnerships, as this will highlight your ability to deliver results in a fast-paced environment.
✨Master the Tech Talk
Brush up on your knowledge of CRM and BPM applications, particularly Creatio technology. Being able to speak confidently about these tools will show that you’re not just a people person but also tech-savvy, which is crucial for this role.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's partner strategy and future goals. This shows your genuine interest in the role and helps you assess if the company aligns with your career aspirations, making for a more engaging conversation.
