Funding Portfolio Manager

1 week ago


London, Greater London, United Kingdom Capitalise Full time
About the Role
We are seeking a dynamic and strategic Funding Account Manager to join our team at Capitalise. As a key member of our sales team, you will focus on re-engaging and nurturing relationships with existing clients, driving incremental revenue through cross-sell and upsell opportunities.

**Responsibilities**
* Client Management: Take ownership of a portfolio of paid-out clients, reactivating relationships and identifying opportunities to meet their current needs.
* Sales Strategy and Execution: Develop and implement a structured engagement and sales process to nurture and convert existing accounts, maximizing client engagement and revenue.
* Relationship Building: Build strong, consultative relationships with clients, acting as their trusted advisor for financial solutions.

**Requirements**
* Minimum of 2 years SME Funding Sales experience
* Excellent communication skills, both written and verbal
* Well-organized and able to prioritize tasks effectively
* Lateral thinker with ability to come up with creative solutions
* Resilient and able to have tough conversations

**What We Offer**
* Estimated salary: £60,000 - £80,000 per annum
* Competitive benefits package, including performance-based incentives
* Collaborative environment and opportunities for growth and development

About Us
Capitalise is a leading provider of business finance solutions, helping businesses understand how credit scores impact growth plans and find funding that's a better fit. Our goal is to provide every business with an equal chance of success by making business finance clearer.

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