Senior Account Manager (Hometree Finance)

at  Hometree

THE ROLE

As a Senior Account Manager at Hometree Finance—the branch of Hometree dedicated to helping customers find flexible financing for home energy upgrades—you’ll cultivate and manage strong relationships with solar partners, ensuring their business needs are met through tailored support and proactive engagement. You’ll lead onboarding programs for new partners, facilitate client meetings, and coordinate performance reviews to drive sales growth and enhance client satisfaction. Working closely with internal teams, you’ll share insights that support strategic decision-making. Your expertise in the solar installation industry will empower you to identify challenges and develop effective solutions that align seamlessly with client goals.

RESPONSIBILITIES:

• Primary Account Lead: Serve as the primary account lead for assigned solar partner accounts and drive sales.
• Relationship Management: Build and maintain strong, long-term relationships with solar partners, understanding their business needs and providing tailored support.
• Onboarding Program Development: Create and deliver an engaging onboarding program for new partners to drive early sales after launch.
• Client Knowledge Maintenance: Keep in-depth knowledge of key client contacts and their specific requirements to effectively manage and grow partnerships.
• Proactive Needs Assessment: Identify future needs, challenges, and developments for installers, proactively addressing issues.
• Internal Collaboration: Work with internal teams, sharing relevant client insights to support decision-making.
• Client Meetings Leadership: Facilitate client meetings and calls to ensure alignment on goals and expectations.
• Performance Review Coordination: Organise regular account review meetings to discuss sales performance, service delivery, and gather client feedback for continuous improvement.
• Business Model Understanding: Maintain a strong grasp of the installer’s business model and strategic goals to develop appropriate solutions.
• Client Expertise: Act as the internal expert on your portfolio of solar installer clients, providing insights and recommendations to drive business growth and enhance client satisfaction.