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For Companies At a Glance
- Tasks: Manage client relationships and coordinate funding applications in a fast-paced environment.
- Company: Dynamic finance provider with strong growth and tailored solutions for SMEs.
- Benefits: Competitive salary, 25 days holiday, private medical, and excellent growth opportunities.
- Other info: Exciting opportunity for career advancement in a supportive environment.
- Why this job: Join a thriving team and make a real impact in the finance sector.
- Qualifications: Experience in sales or financial services with strong communication skills.
The predicted salary is between 35000 - 40000 £ per year.
A growing and well-backed finance provider is looking to appoint an Account Executive to support continued expansion across the SME market. This is a fantastic opportunity to join a business with strong momentum, offering tailored funding solutions to a broad customer base.
The Opportunity
This role sits at the heart of the commercial function, combining relationship management, deal coordination, and revenue generation. You will take ownership of enquiries from initial engagement through to completion, working closely with both customers and funding partners to deliver efficient and commercially sound outcomes.
Key Responsibilities
- Manage a pipeline of inbound and self-generated opportunities, identifying ways to maximise value from each enquiry
- Build and develop relationships with customers to encourage repeat business and long-term engagement
- Coordinate applications from initial enquiry through to completion, ensuring a smooth and timely process
- Gather, assess, and package financial information to support funding applications
- Source and present suitable funding options aligned to customer requirements
- Liaise with external funding partners and internal stakeholders to progress deals efficiently
- Maintain consistent communication with all parties throughout the lifecycle of each transaction
- Identify alternative solutions for applications that do not proceed first time
- Proactively follow up on live opportunities to improve conversion and retention
- Manage workload effectively in a fast-paced, target-driven environment
About You
- Experience in a commercial, financial services, or sales-driven environment
- Confident managing client relationships and handling multiple deals simultaneously
- Strong attention to detail with the ability to review and interpret financial information
- Commercially aware with a proactive, solutions-focused mindset
- Comfortable working towards targets and performance metrics
- Strong communication and organisational skills
Account Executive in Birkenhead employer: Roberts Webb Recruitment
Contact Detail:
Roberts Webb Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive in Birkenhead
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance and sales sectors. Attend industry events, join relevant online groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet someone or have an interview, make sure you can clearly explain who you are, what you do, and why you’d be a great fit for the Account Executive role. Keep it concise but impactful!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Mention something specific from your conversation to show you were engaged and interested. It’s a simple way to reinforce your enthusiasm for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you a better shot at landing that dream job. Plus, it shows you’re proactive and keen!
We think you need these skills to ace Account Executive in Birkenhead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Account Executive role. Highlight your experience in commercial finance and relationship management, and don’t forget to showcase any relevant achievements that demonstrate your ability to drive revenue.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about this role and how your skills align with our needs. Be sure to mention your proactive approach and solutions-focused mindset.
Showcase Your Communication Skills: As an Account Executive, strong communication is key. In your application, make sure to convey your ability to maintain consistent communication with clients and stakeholders. A clear and engaging writing style will help us see your potential!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Roberts Webb Recruitment
✨Know Your Numbers
As an Account Executive, you'll be dealing with financial information regularly. Brush up on your financial terminology and be prepared to discuss how you've successfully managed financial data in the past. This will show your confidence and expertise in the field.
✨Showcase Relationship Management Skills
This role is all about building relationships. Think of specific examples where you've developed strong client relationships or turned a challenging situation into a positive outcome. Be ready to share these stories during your interview to demonstrate your interpersonal skills.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like managing multiple deals or dealing with a difficult client. Practise your responses to these scenarios, focusing on your problem-solving abilities and how you can provide solutions that align with customer needs.
✨Research the Company and Market
Familiarise yourself with the finance provider's offerings and their position in the SME market. Understanding their business model and recent developments will help you tailor your answers and show genuine interest in the role and the company.