Account Manager, Hometree

• Experience: Minimum of 2-3 years of experience in account management or a related field, preferably in the solar or renewable energy industry
• Communication Skills: Strong interpersonal and communication skills for effective relationship building
• Organisational Skills: Excellent organisational and time management abilities
• Technical Skills: Proficiency in CRM software and Microsoft Office Suite (Excel, PowerPoint, Word)
• Analytical skills: Analytical skills to track performance metrics and provide insights
• Collaboration: Ability to work collaboratively within teams and across departments
• Attention to detail: Strong attention to detail and accuracy
• Time management: Familiarity with sales processes and customer onboarding. Ability to manage multiple accounts and priorities simultaneously

Desirable

• Join Hometree Finance as an Account Manager! Manage solar partnerships, drive sales, and enhance client relations to support growth in home energy upgrades
• Reporting to: Director of Business Development
• As an Account Manager at Hometree Finance—the branch of Hometree dedicated to helping customers find flexible financing for home energy upgrades—you will manage assigned solar partner accounts, drive sales initiatives, and foster positive relationships
• Your responsibilities include assisting with the onboarding of new partners, tracking client information, and identifying needs to facilitate effective communication and collaboration across teams
• Additionally, you will prepare materials for client meetings, monitor performance, and contribute insights to enhance partnership growth and operational efficiency
• Support Account Management: Assist in managing assigned solar partner accounts and support sales initiatives
• Relationship Building: Help build and maintain positive relationships with solar partners, understanding their needs and providing assistance as required
• Onboarding Assistance: Contribute to the onboarding process for new partners, ensuring a smooth transition and early engagement
• Client Information Tracking: Maintain accurate records of client contacts and their specific requirements to support partnership growth
• Needs Identification: Help identify potential issues and client needs, providing feedback to senior account managers
• Collaboration with Teams: Work with internal teams to share client insights and support decision-making processes
• Meeting Preparation: Prepare materials and assist in facilitating client meetings and calls to ensure alignment on goals
• Performance Monitoring: Assist in tracking sales performance and client feedback to support continuous improvement efforts
• Business Model Familiarisation: Develop an understanding of the installer’s business model and strategic goals to better serve clients
• Client Support Role: Provide support to senior account managers and client teams, ensuring effective communication and operations

• We usually respond within three days
• Initial Call: Start with an introductory call with our Junior Talent Acquisition Specialist to discuss the role and your potential fit. (30 mins)
• Skills-Based/Task Stage Interview: Present a task to our Group Business Development Director and engage in a detailed discussion about your past experiences. (1 hr)
• Values Interview: A Values Based Interview with our Hometree Director of Operations (40 mins) and our Head of Product
• Final Interview: For certain positions there may be a final interview with a member of senior management or our senior leadership team 30mins) with Hometree Finances Managing Directors