Account Manager (Hometree Finance)

at  Hometree

THE ROLE

As an Account Manager at Hometree Finance—the branch of Hometree dedicated to helping customers find flexible financing for home energy upgrades—you will manage assigned solar partner accounts, drive sales initiatives, and foster positive relationships. Your responsibilities include assisting with the onboarding of new partners, tracking client information, and identifying needs to facilitate effective communication and collaboration across teams. Additionally, you will prepare materials for client meetings, monitor performance, and contribute insights to enhance partnership growth and operational efficiency.

RESPONSIBILITIES:

• Support Account Management: Assist in managing assigned solar partner accounts and support sales initiatives.
• Relationship Building: Help build and maintain positive relationships with solar partners, understanding their needs and providing assistance as required.
• Onboarding Assistance: Contribute to the onboarding process for new partners, ensuring a smooth transition and early engagement.
• Client Information Tracking: Maintain accurate records of client contacts and their specific requirements to support partnership growth.
• Needs Identification: Help identify potential issues and client needs, providing feedback to senior account managers.
• Collaboration with Teams: Work with internal teams to share client insights and support decision-making processes.
• Meeting Preparation: Prepare materials and assist in facilitating client meetings and calls to ensure alignment on goals.
• Performance Monitoring: Assist in tracking sales performance and client feedback to support continuous improvement efforts.
• Business Model Familiarisation: Develop an understanding of the installer’s business model and strategic goals to better serve clients.
• Client Support Role: Provide support to senior account managers and client teams, ensuring effective communication and operations.