The Growth Company Business Finance Team (GCBF) is looking for a dynamic, engaging individual to act as first point of contact for all Start-up Loan (SUL) applicants. The right candidate must be confident and able to communicate effectively to a wide range of entrepreneurs, as well as being empathetic and understanding of the barriers that start-ups face.
GC Business Finance is a not-for-profit lender that specializes in simple, hassle-free loans to help businesses start, grow, and thrive, providing a fresh, ethical approach to supporting SMEs. Through its alternative finance products, GC Business Finance has supported over 30,000 growing businesses, unable to obtain funding through a mainstream lender such as a high street bank, to achieve their goals.
The role of Pipeline Manager will oversee and effectively manage customer calls, emails, and face-to-face engagements for clients enquiring for a Start-up Loan. You will be at the forefront of the service and crucial to the customer journey and flow through of applications.
All SUL customers contacting the team will receive a full business diagnostic to identify their eligibility and business support/funding requirements. After training, this role can be conducted remotely, though travel to Salford Quays (office) will be required 1 day per week.
Key Responsibilities:
* Handling client enquiries via phone (inbound and outbound campaigns), email, and face-to-face (events/networking).
* Ownership of the enquiry inbound line, as well as ownership of a dedicated inbox.
* Liaising with the Start-up Loan Company’s Digital team to establish oneself as GCBF’s CRM champion.
* Managing a robust pipeline of enquiries through the Atlas CRM system, ensuring maximum deal flow to a team of underwriters.
* Working alongside the Business Support Manager in delivery of workshops and 1-to-1 support.
* Completion of SUL diagnostic with all customers to assess the eligibility and needs of each applicant.
* Throughout the client engagement process, using appropriate questions, tools, processes, and systems where required and establishing/maintaining effective relationships and key client contacts.
* Guide and support the client through a set of broad issues affecting their business, providing information or access to internal/external resources or solutions to support their business.
* Ensure all potential clients comply with the project eligibility criteria by ensuring that initial eligibility checks, prior to formal assessment and action planning are carried out and recorded.
* Following the initial conversation, clients will be referred and introduced to appropriate internal/external services identified as appropriate and this will be recorded on the CRM system.
* Undertake outbound campaigns as required/instructed, this will include warm and cold calls to potential customers across the region to promote and introduce GCBF services and to make qualified referrals internally and externally.
* Recording daily, weekly, and monthly performance on team performance trackers to feed into 121 KITs, training needs analysis, and ongoing team training and development.
About You:
* Client relationship management skills, able to liaise at all levels within a business.
* Sales and account management skills.
* Outbound client acquisition experience.
* Excellent planning, organizational, administrative, and project management skills.
* Well-developed IT skills, including an understanding of computerized management information systems, spreadsheets, diary management, email, and CRM databases.
Requirements:
* Degree level business education (not essential), or degree level qualification with a management body or the relevant business experience to match those.
* Business experience in the private sector, including liaising with senior management or Director level.
* Understanding and experience of using project management techniques.
* Has technical knowledge in the key areas of starting up a business.
* Knowledge and understanding of the key national, sub-regional, and local organizations and their role in supporting economic development and specifically business growth.
We are committed to increasing the diversity of our workforce, providing a guaranteed interview to applicants who meet the essential requirements for a role. This commitment applies to candidates who have a disability or are from a diverse ethnic community.
As part of our application process, you can ask to be considered under this scheme if you are from an ethnic community or have a physical or mental impairment that has a substantial and long-term negative effect on your ability to do normal daily activities. Providing that you meet the essential criteria for the role, you will then be invited for an interview. Your guaranteed interview application will only be shared with the Hiring Manager and our Internal Recruitment Team.
GC aims to promote a culture of flexibility and agile working. Going forward we will be transitioning to a culture where full agile working will be a feature of many of our roles. We also recognize that there may be a need for more permanent flexibility in your working arrangements and in such cases, we encourage you to have these discussions at the interview stage, to enable your flexible working request to be considered as early as possible.
If you require support with the recruitment process, please contact our Internal Recruitment Team at careers@growthco.uk or call us on 0161 237 4447.
All GC colleagues will work in line with the Health & Safety at work act and the GC Health & Safety Policy.
Seniority Level
Entry level
Employment Type
Full-time
Job Function
Finance and Sales
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