Cash Management Executive (Fintech)

TL;DR

Cash Management Executive (Fintech): Driving the acquisition of established SME customers for business current and savings accounts with an accent on lead generation and end-to-end onboarding. Focus on conducting remote sales via telephone and email to convert high-balance SME prospects into active bank users.

Location: Hybrid (Must be based in or commute to Milton Keynes, UK)

Company

A fast-growing UK fintech firm focused on providing banking services to underserved established SMEs.

What you will do

• Identify and contact established SMEs via telephone and email to promote business current and savings accounts.
• Manage the full end-to-end onboarding journey from initial contact to account activation.
• Communicate the bank's value proposition to business owners, directors, and financial directors.
• Collaborate with Relationship Management, Product, Marketing, and Operations teams.
• Collect and relay customer feedback to the Product team to influence future feature development.
• Execute the business plan and meet performance objectives.

Requirements

• Proven track record in telephone-based lead generation targeting established SMEs (5-250 employees).
• Strong business development and interpersonal communication skills.
• Experience working in fast-paced environments with an adaptable approach.
• Understanding of SME financial products, particularly business current accounts.
• Ability to collaborate with internal stakeholders including KYC/B and underwriters.

Culture & Benefits

• Flexible and hybrid working options.
• Private health cover and life assurance.
• Pension contributions and discretionary bonus scheme.
• Enhanced maternity and paternity leave policies.
• Continued professional development and onboarding support.