Strategic Account Manager in Brighton
Purpose of the role:
To help devise strategy to maximise new business opportunities with existing and new key accounts and intermediary partners. To proactively promote our product and brand to strategic national accounts both existing and new, with a primary focus on Lifetime Mortgages. To provide support to the Head of Intermediary Sales for all matters relating to the lifetime of each account including the identification and development of new intermediary, brokers and / or partners. To develop, manage and maintain defined strategic national intermediary / partner accounts, maximising sales and revenue within agreed budgets. To provide support to deliver new distribution opportunities for both existing and new product lines in the intermediated marketplace.
• Be the lead contact for each strategic account (but not limited to just these), managing all enquiries and ensuring that all requests/actions/issues are resolved within agreed timescales • Work with each strategic account to ensure all activities are maximised and within agreed budgets and timelines. Work with the wider business teams [partners resources, intermediaries and within OneFamily] to understand impact and how to leverage to our best advantage • Report internal and external management information and use this to information recommend and implement improvements where necessary that positively impact commercial value • Drive growing and sustainable income from a limited number of defined strategic accounts ensuring that these relationships are a working partnership and not in conflict with the societies goals and objectives • Lead a contact and relationship strategy for each strategic account ensuring that these are maintained, adapted and documented throughout the year. You will develop, implement and refine a program of effective management information including campaign, sales, operational and financial performance against plans. This will lead to recommendations for change as appropriate and drive future development plans • Influence from board level down ensuring the strategic direction of the strategic account is aligned where possible to that of the society for mutual benefit • Monitor operational and financial activities associated with strategic accounts to exceed external SLAs, build reputation of OneFamily and maximise performance of the channel • Reporting, monitoring and analysing key information to maximize commercial value to both our business partners and OneFamily. Understand competitor activity and the external environment to ascertain how to change and adapt, recommend options to improve and/or protect our position • Ensure annual due diligence is carried out and recorded against each strategic account to protect the societies interests • Identify and develop new accounts, ensuring they meet appropriate criteria in terms of size of opportunity • Ensure all key accounts have the training presentations and material required to maximise sales in a compliant manner • Effectively engage key stakeholders both internally and outside the organisation to ensure full understanding and support in delivering plans and sales results at all times • Work with Head of Intermediary Sales and Head of Marketing to define and develop the overall intermediary distribution strategy, particularly within the key account distribution channel • Line management responsibility of Business Development Managers, ensuring colleagues are supported with existing and new product knowledge being maintained and developed • Work with other internal departments as required to develop the Growth proposition, in particular ensuring marketing campaigns are relevant and timely • Extensive travel required as part of role (expected 4 days per week) to ensure visibility with new key accounts and intermediary partners.
Our values help define who we are as OneFamily. They come from the beliefs we hold, the way we behave and how we want to work together for our customers. For leaders at OneFamily this means: • Better together - sharing business knowledge to achieve positive business outcomes. • Being innovative - encouraging experimentation and creativity. • Champion the customers needs - ensuring customers are at the heart of our commercial decisions. • Doing what's right - proactively identifying and managing risk • Being your best - being a role model and creating an environment in which my team can excel. Our values are unique to our brand. They give us purpose and focus. They are vital in helping us all 'do the right thing'. If we are confident that we are true to our values, then we can be sure that we are doing the best for our customers.