Broker Account Manager

Based on the success of our high performing team Valiant are now looking for 2 new Client Account Managers to help supercharge our growth

Valiant continues to invest in existing customers as our #1 priority and highest-value opportunities. Since it launched in July 2022, customer nurture has proved to be highly successful and is embedded as a normal part of our day-to-day activities. There are massive gains to be realised in customer nurture in our future evidently, as we upgrade our processes, systems and thinking.
Client Account Manager

Based on the success of customer nurture, Valiant is growing the Client Account Management team. Account Managers are entirely focused on managing a portfolio of mature Valiant accounts, to generate new business and revenue (and will not take any opportunities from the hunt line). This team is uniquely positioned to succeed and expect effective Account Managers will rapidly progress through to Senior Brokers throughout the course of 2024.
This is a perfect role if you are an existing broker or have experience working with a non bank lender within a sales or business lending position.
About the team

At this stage, there are 8 Account Managers that form a tight-knit team to unlock high-value customer nurture accounts. We are looking to expand and develop the team to run at a higher capacity alongside other broker teams.
About the role

▪ Manage portfolio of Valiant accounts to generate new business and revenue
▪ Work closely with your peers and manager to plan, build, and execute on repeat business sourcing strategies
▪ Make outbound and inbound calls to key Valiant customers
▪ Own and manage opportunities from check-in to settlement, liaising/referring to other teams where necessary
▪ Nurture relationships with existing customers post settlement and their advisers (accountants, brokers, etc.)


Benefits of becoming an Account Manager

✔ Work on high-quality Valiant accounts (large, long trading businesses who know us)
✔ Fully focused on own portfolio (no queue adherence) and fully in control of your pipeline
✔ Dedicated and intense coaching, as part of a highly motivated team
✔ Absorb and sharpen account management skills and techniques
✔ Upskill on different loan types (Asset, C&D, Invoice, Trade, FX)
✔ Success will create fastest possible pathway to becoming a Senior Broker
✔ Accelerated delivery of your own portfolio of customer accounts