Account Manager Hometree Finance

Salary: pa depending on experience(20% Bonus)
Role type: Permanent
Location: Remote with monthly attendance in London office
Reporting to: Director of Business Development

Join Hometree Group and be at the forefront of transforming the residential energy landscape. Founded in 2015 Hometree began its journey in the home cover market. Today We are spearheading the shift towards a future where home energy systems are decentralised digitised and reliant on renewable sources such as heat pumps solar panels batteries EV chargers and smart controls. This innovative approach is not just about sustainability; its about empowering homeowners to manage their energy more efficiently and costeffectively thereby setting new standards in energy consumption.

We operate across three dynamic divisions:

Financial Services: Here youll contribute to offering flexible financing options that make it feasible for homeowners to embrace renewable energy technologies and make essential upgrades.

Energy Services: Be part of our extensive network of local installation businesses that equip homeowners with the cuttingedge sustainable energy solutions necessary for reaching netzero emissions.

Home Services: Help maintain the comfort and functionality of homes with comprehensive coverage plans that protect the essential hardware in the home.

At Hometree Group we are committed to guiding UK homeowners on their journey towards more sustainable energy solutions and we need passionate individuals to support them at every step. Join us during this exciting time and play a pivotal role in a business that supports sustainable homeownership in alignment with their readiness and needs.

85m Capital Raised Weve raised over 85m todate from leading global investors including Legal & General Capital and specialist energy VCs

5 Acquisitions Weve expanded our operations by acquiring four key companies across financing (Hometree Finance formerly Bewarm) home cover (Your Repair) and energy services (Geowarmth The Little Green Energy Company and IMS).

100k Homes Covered We cover over one hundred thousand homes across the UK

250 Employees We have over 250 passionate employees transforming the industry across the Group one home at a time

As an Account Manager at Hometree Financethe branch of Hometree dedicated to helping customers find flexible financing for home energy upgradesyou will manage assigned solar partner accounts drive sales initiatives and foster positive relationships. Your responsibilities include assisting with the onboarding of new partners tracking client information and identifying needs to facilitate effective communication and collaboration across teams. Additionally you will prepare materials for client meetings monitor performance and contribute insights to enhance partnership growth and operational efficiency.

Responsibilities:

• Support Account Management : Assist in managing assigned solar partner accounts and support sales initiatives.
• Relationship Building : Help build and maintain positive relationships with solar partners understanding their needs and providing assistance as required.
• Onboarding Assistance : Contribute to the onboarding process for new partners ensuring a smooth transition and early engagement.
• Client Information Tracking : Maintain accurate records of client contacts and their specific requirements to support partnership growth.
• Needs Identification : Help identify potential issues and client needs providing feedback to senior account managers.
• Collaboration with Teams : Work with internal teams to share client insights and support decisionmaking processes.
• Meeting Preparation : Prepare materials and assist in facilitating client meetings and calls to ensure alignment on goals.
• Performance Monitoring : Assist in tracking sales performance and client feedback to support continuous improvement efforts.
• Business Model Familiarisation : Develop an understanding of the installers business model and strategic goals to better serve clients.
• Client Support Role : Provide support to senior account managers and client teams ensuring effective communication and operations.

What were looking for:

• Experience: Minimum of 23 years of experience in account management or a related field preferably in the solar or renewable energy industry.
• Communication Skills: Strong interpersonal and communication skills for effective relationship building.
• Organisational Skills: Excellent organisational and time management abilities.
• Technical Skills: Proficiency in CRM software and Microsoft Office Suite (Excel PowerPoint Word).
• Analytical skills: Analytical skills to track performance metrics and provide insights.
• Collaboration: Ability to work collaboratively within teams and across departments.
• Attention to detail: Strong attention to detail and accuracy.
• Time management: Familiarity with sales processes and customer onboarding. Ability to manage multiple accounts and priorities simultaneously.

Extra Credit:

• Experience in a startup or scaleup environment.
• Experience in the financial services sector.

Our Recruitment Process:

• Initial Call: Start with an introductory call with our Junior Talent Acquisition Specialist to discuss the role and your potential fit. (30 mins)
• SkillsBased/Task Stage Interview: Present a task to our Group Business Development Director and engage in a detailed discussion about your past experiences. (1 hr)
• Values Interview: A Values Based Interview with our Hometree Director of Operations and our Head of Product.(40 mins)
• Final Interview: Final interviewwith Hometree Finances Managing Directors.(30mins)

We have an ever expanding list of benefits that currently includes:

• 25 days holiday plus bank holidays and your birthday.
• Free boiler & home emergency cover with Hometree plus 40% discount for friends & family
• Discounted gym membership across over 100 UK gyms (independent and chains) and free fitness wellness and nutrition apps.
• 300 Home office allowance
• Support for your mental health and wellbeing via Oliva
• Menopause support from Stella including friends & family access
• Cycle to work scheme
• Regular team socials including Summer and Winter parties.

FCA Code of Conduct

At Hometree we prioritise ethical conduct and regulatory compliance. As a regulated financial services organisation we operate under the strict guidelines and regulations set forth by the Financial Conduct Authority (FCA). We are committed to maintaining the highest standards of integrity and professionalism in all aspects of our business.

As a prospective member of our team you will be expected to fully embrace and adhere to the FCA Code of Conduct obligations. These obligations are designed to ensure the fair treatment of customers the preservation of market integrity and the promotion of healthy competition within the financial services industry.

Equal Opportunity Employer

At Hometree we are committed to creating an inclusive and representative environment. We know that different experiences perspectives and backgrounds make for a better workplace and a better planet. Together we celebrate differences and promote a culture where you can bring your full self to work.

We promise to give you the same opportunities as everyone else and we wont discriminate against you at any point in the hiring process or the working day. This includes how we source talent our interview process our conditions of employment feedback and everything in between