Junior Solutions Account Manager – Affiliates

About us

Over the last 18 years, we have helped over a million satisfied customers move and manage their money. Our award-winning product portfolio allows our customers to make low-cost multi-currency payments across various payment products. From travel money to transfers, currency hedging, to expense management, we are focused on a single goal of making it easy for our customers to manage and move their money.

As a business, we are committed to delivering value to our customers through the combination of advanced payments technology and personal expert service. We’re doing this by hiring exceptional people and are now looking for a Junior Solutions Account Manager – Affiliates to join our team.

Within our offices in London, Chester and Los Angeles and Europe, Equals comprises of three business lines and brands - Equals Money, FairFX and Card One Money . You will join a very close-knit, talented and supportive team from various backgrounds who believe that bringing different perspectives together helps us understand our customers' needs. United, by one thing, making money management straightforward and cost-effective for our customers.

We have an exciting new opportunity within our commercial solutions team to join a huge growth area of the business. We are looking for an outgoing Junior Solutions Account Manager to foster strong relationships with our clients. The Junior Solutions Account Manager responsibilities also include working with our external sales affiliates on new business opportunities, providing clients with knowledgeable advice, guiding their choices, promptly resolving complaints, and ensuring client satisfaction.

You will be managing their customer lifecycle from supporting senior Solutions Account Managers as well as the sale affiliate. To be successful as a Junior Solutions Account Manager you should be able to build positive, long‑term relationships and support clients in the decision‑making process by identifying solutions that most closely meet their needs.

We believe that certain skills are essential in order to be successful in this role and these are detailed below. You may not have all the other skills we have outlined as desirable, we understand that and will still welcome your application. We will carry out individual interviews for shortlisted candidates and assess who is best suited for the role after we have discussed everything with you.

• Manage a portfolio of accounts worth upwards of £2m to identify and grow all business opportunities to achieve revenue targets on a monthly and annual basis.
• Source, identify and secure new business opportunities for Equals Money cross selling and building a network of contacts / stakeholders across the accounts is a key activity for this role.
• Execute strategic business plans to drive performance, monitor activity and performance through account development plans that you will own; achieving long term client commitment to Equals Money by understanding their business.
• Create a personal plan on a page for your portfolio to include key projects, clients to prioritise and sales activity to exceed sales targets.
• Lead Monthly Key Account Reviews which focus on both current and future business opportunities – aligning with the client on these.
• Forecast accurately to individual account level on the Equals CRM system.
• Report and review success as part of monthly reporting to management – be able to define root causes for account performance and how you have affected the success.
• Establish strong relationships at all levels with accounts to ensure opportunities are leveraged and targets achieved.
• Work closely with the Equals Head of Solutions Account Management from a strategic and practical level to deliver success.
• Commercial Monitoring of pricing data / FX rates through effective use of management information systems/dashboards to optimise portfolio performance, proactively flag and manage any pricing anomalies and protect revenue.
• Use public source data (Report and Accounts, Companies House etc) to understand the client, their industry trends – enabling more meaningful engagement and cross sell activity…