{"id":1191448,"url":"https://alion.io/job/insignis-partnership-manager","title":"Partnership Manager","company":{"id":2681195,"name":"Insignis","domain":"insigniscash.com","url":"https://alion.io/company/insignis","size_band":"1-10","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":null},"role":"Management","role_family":"Management","seniority":null,"employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["London, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":49000,"max_usd":123000,"period":"year","method":"role_country_seniority_unknown","sample_n":241},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-13T15:21:06Z","employer_posted_date":"2026-09-15","last_verified_at":"2026-09-26T15:41:54Z","board_verified":true,"closed_at":null,"days_open":44,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":44},"description":"We are a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued. \nThe Partnership Manager - Accountancy is responsible for building, developing, and managing long-term relationships with accountancy partners and their referred business clients across Insignis’s direct corporate segment, including SME, mid-market, and larger businesses. \nThis role exists to grow and deepen partner relationships, maximise client engagement, and ensure referred opportunities are managed effectively through onboarding, funding, and ongoing account development, while maintaining high standards of suitability, governance, and customer experience. \nSuccess in this role is driven by relationship quality, proactive account planning, commercial awareness, execution discipline, and collaboration, with a focus on creating sustainable value from the accountancy channel. \nRole responsibilities \n Partner relationship management:\nGuide customers through onboarding and drive meaningful adoption throughout their journey with Insignis. \nWork closely with the Account Management team to create focused monthly plans that strengthen engagement, reduce churn and support long-term client value. \nHelp customers confidently use and embed the Insignis platform within their business by providing clear, practical guidance. \nDeliver engaging group training sessions that help customers get the most from Insignis. \nTake ownership of monthly client retention targets and consistently deliver against agreed KPIs. \nAccount development & client engagement:\nEngage referred business clients in a consultative way, understanding their cash requirements and priorities. \nSupport clients through onboarding, funding, and ongoing account development to maximise long-term value. \nIdentify opportunities to deepen client relationships and increase engagement with Insignis’s proposition. \nMaintain a relationship-led approach while progressing referrals and client opportunities efficiently. \nCustomer experience & suitability:\nConduct structured discovery to ensure each client relationship is suitable and well understood. \nPenetrate the existing panel to maximise opportunity.\nSet accurate expectations around onboarding, documentation, funding, and ongoing servicing. \nPartner with Client Onboarding and Client Services to deliver a smooth, high-quality client experience. \nAccount planning & operating discipline: \nMaintain clear account plans for key partners, including relationship status, referral activity, risks, and growth opportunities. \nKeep accurate CRM records, partner notes, client updates, forecasts, and pipeline visibility. \nUse partner and client insight to inform priorities, improve engagement, and support channel performance. \nShare feedback with Marketing, Client Services, and wider commercial teams to improve partner experience and referral quality. \nGovernance & relationship standards: \nEnsure all partner and client activity aligns with Insignis’s regulatory, compliance, and conduct standards. \nIdentify and escalate unsuitable, high-risk, or poorly understood opportunities. \nBalance commercial growth with quality, suitability, and positive customer outcomes. \nWhat we are looking for \nExperience in a B2B customer success or account management role ideally within the accountancy, financial services, fintech, or professional services ecosystem. \nExperience working with inbound referrals and/or proactive outreach, with the ability to progress opportunities in a consultative, relationship-led way. \nComfortable using CRM systems and structured sales processes to manage pipelines, track activity, and maintain accurate records. \nExperience working in a regulated, complex, or compliance-led environment would be advantageous. \nSolid years of experience working in the accounting and bookkeeping sector with software or SaaS experience. \nAbility to quickly learn new technologies and provide best practice advice to customers in a clear and concise manner.\nExcellent communicator.\nAble to prioritise work effectively to maximise time with clients.\nTeam players who work with others to deliver results, contributing to the group.\nA high performer who consistently achieves results.\nBenefits \n25 days holiday (exc. Bank holidays) \n5% Pension contributions \nPrivate medical insurance with Vitality \nHealth cash Plan offering contributions to dental, optical and much more \nEnhanced Parental Leave \nCycle to Work Scheme \nMonthly team lunches, quarterly company socials \nWorking pattern \nHybrid working pattern in London office, 3 days in the office (Tuesday to Thursday), 2 days remote.","description_format":"text","description_chars":4873,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Growth opportunities","Health insurance","Hybrid work","Parental leave"],"hiring_locations":[{"name":"United Kingdom","iso":"GB","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Investing Apps & Robo-Advisors"],"lifecycle":[{"event":"open","at":"2026-09-24T16:56:28Z"}],"liveness":{"score":21,"band":"cold","label":"Long shot","p_open":1,"p_active":0.389,"p_room":0.55,"age_days":43,"expected_fill_days":37,"reasons":["conf:4","win:tail"],"computed_at":"2026-09-26T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/insignis-partnership-manager","json_url":"https://alion.io/job/insignis-partnership-manager.json","meta":{"generated_at":"2026-09-27T04:53:48Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":4285,"day_limit":5000,"remaining_today":715,"minute_limit":60,"resets_at":"2026-09-28T00:00:00Z"}}}