Strategic Partnerships Account Executive

Job title

Strategic Partnerships Account Executive

Location

Head Office / Hybrid

Division

Commercial

Reporting to

Head of Strategic Partnerships

Job Purpose

Supporting the development and management of our Strategic Partnerships by providing effective sales and administrative support to the Head of Strategic Partnerships and the Strategic Account Managers. This role plays a key part in enabling the Strategic Partnerships team to achieve business objectives (driving customer satisfaction and revenue growth) and requires a proactive approach to handling customer communications and managing internal processes efficiently and professionally. 

Key Responsibilities:

• Support the Strategic Account Managers in the management of individual Strategic Partner Account Plans. Ensure that these are kept up to date through regular review, raising any overdue actions or concerns in a timely manner with the relevant Strategic Account Manager. Coordinate and schedule meetings, calls, and events related to Strategic Partnerships and support the preparation of meeting agendas and minutes, presentations, proposals, and other documents for partnership-related activities.
• Know our Strategic Partners, understand their needs and develop and maintain relationships with key individuals. Be pro-active in identifying and developing opportunities to improve the service provided to our Strategic Partners, liaising with other internal teams where needed and in conjunction with our Marketing Team assist in the planning and execution of partnership events, webinars, and workshops.
• Strictly adhere to MDIS selling practices, methods, policies, and procedures in accordance with FCA rules and external compliance regulations. 
• Ensure full understanding and compliance with MDIS company policies and procedures. 
• Maintain up-to-date knowledge of all MDIS products and services to better support customer interactions. 

Skills & Experience

Sales & Client Relationship Skills

• Strong customer service and relationship-building abilities 
• Ability to use initiative, prioritise and meet deadlines
• Excellent communication skills (verbal and written) with an ability to persuade and influence
• Ability to liaise confidently with clients, senior stakeholders, and technical teams 
• Proactive follow-up and client engagement techniques 
• Resilient - able to handle rejection and be persistent in approach

Administrative & Organisational Skills

• Self-motivated with an ability to work unsupervised
• Excellent planning and prioritising skills; ability to manage multiple tasks and prioritise effectively 
• High level of attention to detail 
• Experience of working within service level agreements (SLAs) and key performance indicators (KPIs) 
• Accurate data entry and record-keeping 
• Competent in Microsoft Office Suite

Sales Support & Quotation Management

• Understanding of sales processes and pipeline management 
• Familiarity with CRM systems or internal databases 
• Ability to support sales teams with reporting and updates 
• Ability to collate and analyse data

Compliance & Regulatory Awareness

• Knowledge of FCA rules and compliance standards 
• Ability to adhere to regulated selling practices 

Team Collaboration & Communication

• Ability to work closely with cross-functional teams (Sales, Marketing, Surveying Network) 
• Strong interpersonal skills and team-oriented mindset 
• Regular reporting and escalation of issues to management 

Product Knowledge & Continuous Learning

• Ability to explain complex product offerings clearly to clients 

Qualifications and Educational Requirements:

• Competent in Maths and English

Personal Attributes

• Proactive and self‑motivated – takes initiative and anticipates needs without waiting for instruction.
• Customer‑focused mindset – committed to delivering a high‑quality experience for partners and internal stakeholders.
• Strong interpersonal skills – able to build rapport and maintain effective working relationships across teams.
• Collaborative team player – supports colleagues and contributes positively to team culture.
• Adaptable and flexible – comfortable working in a fast‑paced, changing environment.
• Confident communicator – able to express ideas clearly and professionally, both verbally and in writing.
• Organised and methodical – approaches work with structure and maintains accurate records.
• Resilient and calm under pressure – maintains professionalism when faced with challenges or competing priorities.
• Detail‑oriented – ensures accuracy in data, documentation, and communications.
• Ethical and trusted – demonstrates integrity and a commitment to compliance and company standards.
• Curious and eager to learn – open to developing knowledge of products, processes, and industry context.
• Solutions‑focused – identifies issues early and works constructively to resolve them.
• Positive attitude – brings enthusiasm and energy to the role, contributing to a supportive working environment.