Job Description

Liverpool, United Kingdom | Posted on 28/04/2026

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Commercial Finance | Sales & Relationship Focus | Growth Prospect

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Location: Liverpool City Centre

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Role: Full time, office based

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Hours: Mon - Fri, 9-5pm

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A growing and well-backed finance provider is looking to appoint an Account Executive to support continued expansion across the SME market.

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This is a fantastic opportunity to join a business with strong momentum, offering tailored funding solutions to a broad customer base.

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The Opportunity

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This role sits at the heart of the commercial function, combining relationship management, deal coordination, and revenue generation.

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You'll take ownership of enquiries from initial engagement through to completion, working closely with both customers and funding partners to deliver efficient and commercially sound outcomes.

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Key Responsibilities

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- Manage a pipeline of inbound and self-generated opportunities, identifying ways to maximise value from each enquiry
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- Build and develop relationships with customers to encourage repeat business and long-term engagement
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- Coordinate applications from initial enquiry through to completion, ensuring a smooth and timely process
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- Gather, assess,



and package financial information to support funding applications
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- Source and present suitable funding options aligned to customer requirements
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- Liaise with external funding partners and internal stakeholders to progress deals efficiently
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- Maintain consistent communication with all parties throughout the lifecycle of each transaction
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- Identify alternative solutions for applications that don't proceed first time
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- Proactively follow up on live opportunities to improve conversion and retention
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- Manage workload effectively in a fast-paced, target-driven environment
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Requirements

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About You

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- Experience in a commercial, financial services, or sales-driven environment
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- Confident managing client relationships and handling multiple deals simultaneously
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- Strong attention to detail with the ability to review and interpret financial information
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- Commercially aware with a proactive, solutions-focused mindset
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- Comfortable working towards targets and performance metrics
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- Strong communication and organisational skills
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📌 Account Executive (Liverpool)
🏢 Roberts Webb Recruitment
📍 Liverpool