Account Manager
ABOUT THE TEAM:
We’re the UK’s leading provider of smart current accounts for sole traders and small companies. We’re also on a mission to save business owners time and money on their banking and finance admin so they can get back to doing what they love - for too long, these customers have been under-served by the big banks.
Funding Options joined the Tide family in early 2023 to lead their Partner Credit Services offering. Through their panel of 100 leading lender partners, Funding Options supports UK SMEs to get the right finance in place so they can trade, plan and grow with confidence. Through their multi award-winning platform, Funding Cloud, they can effectively match customers to the right lender and finance product that best suits their needs in minutes with funding decisions in as little as 20 seconds, giving every customer a 5 Star experience whether successful or not, through our sheer professionalism and outstanding standard of customer service.
Our offices are in London -UK, Sofia - Bulgaria, Belgrade - Serbia and Hyderabad -India, where our teams are dedicated to our small business members; revolutionising business banking for SMEs.
We’re scaling at speed with a focus on hiring talented individuals with a growth mindset and ownership mentality, who are able to juggle multiple and sometimes changing priorities. Our values show our commitment to working as one team, working collaboratively to take action and deliver results. Member first, we are passionate about our members and put them first. We are data-driven, we make decisions, creating insight using data.
We’re also one of LinkedIn’s top 10 hottest UK companies to work for.
ABOUT THE ROLE:
Contact, engage and manage our commercial customers through their application process
Build and nurture working relationships with our commercial lending partners
Become confident in articulating the Funding Options proposition and service
Outbound prospect customers from our your dedicated Accounts Portfolio
Working closely with our Lead Generation team, including providing feedback and advice where appropriate
Building on your knowledge of business finance, and gaining an in-depth understanding of the wide variety of lenders and products in the market
Confidently articulating the different finance options available to customers across multiple business finance product classes
Maintaining accurate, up-to-date information on any prospects that you speak with (in Salesforce)
Monitoring and identify trends whilst adding new or enhanced customer profile information into Salesforce
Keeping up to date on industry trends, market & competition.
Actively share stories and successes to the wider organisation through relevant comms channels.
WHAT WE ARE LOOKING FOR:
We’re looking for a Strategic Finance Partner (Senior Commercial Finance Broker) to help build and scale our Account Management function. This is not a transactional role, it’s about owning and developing a portfolio of clients, becoming their go-to finance partner, and supporting their businesses as they grow.
You’ll be responsible for building meaningful, long-term relationships with clients, taking the time to truly understand how their businesses operate, their growth plans, challenges, and how finance fits into their journey. Your role is to anticipate needs, identify opportunities, and guide clients through both opportunities and pressure points as they arise.
Through structured, high-quality conversations, you’ll uncover funding requirements and match clients to the most appropriate products and lenders, not just for today, but in a way that supports their longer-term ambitions. You’ll bring a strategic lens to every interaction, ensuring clients feel supported, informed, and confident in the decisions they make.
We expect you to deliver a consistently exceptional client experience, setting the standard for professionalism, ownership, and service. Whether a deal completes or not, every client interaction should reinforce your position as a trusted partner and leave them better informed and better prepared for their next step.
WHAT YOU’LL GET IN RETURN:
Competitive salary and bonus
Vitality Health Insurance, with a proactive focus on mental and physical wellbeing
24/7 Employee Assistance Programme
25 days holiday with the ability to buy extra days
Professional L&D budget
Access to ‘salary sacrifice’ benefits such as Cycle to Work scheme and pension contribution
Spacious brand new office in Liverpool street with an all-day snacks bar
Enhanced family-friendly leave
24 hours paid volunteering time off per year
Flexible working options
Sabbatical leave
TIDEAN WAYS OF WORKING
At Tide, we champion a flexible workplace model that supports both in-person and remote work to cater to the specific needs of our different teams.
While remote work is supported, we believe in the power of face-to-face interactions to foster team spirit and collaboration. Our offices are designed as hubs for innovation and team-building, where we encourage regular in-person gatherings to foster a strong sense of community.