External Referral Form

YOUR MISSION Over the years, partnerships have been one of the most powerful and capital-efficient channels for our business. From a historical base of 192 interested leads generated through partner introductions and referrals — resulting in 19 past customers and 4 active customers, including a publicly traded company acquired through our Remote.com partnership — we know this motion works. As Partnerships Manager, You will own and scale this engine. This is a builder role: starting from a strong foundation of informal relationships and past wins, you will formalize and grow two distinct partnership pipelines — Commercial and Marketing — that together drive revenue, brand visibility, and long-term strategic positioning. Business Context & Partnership Model Our partnerships have historically operated across two value streams: Commercial Partnerships — Revenue & Lead Generation The commercial partnerships model is straightforward: we work with organisations whose clients or members are likely to need our services, and we structure introductions, referrals (paid and unpaid), and co-selling arrangements. Partners act as a trusted channel into qualified networks — shortening our sales cycle and increasing close rates because leads arrive with built-in credibility. The Remote.com partnership is a strong proof point: it brought us a publicly traded company as a customer. The next phase is about systematising what worked, identifying more partners in adjacent categories, and making the pipeline predictable. Target commercial partner categories include: * Business accelerators and startup programmes * Accounting and financial advisory firms that can refer their clients to us * Networks similar to YPO, StartX, YC * Venture capital and investor networks * Capital providers and debt financing firms * Due diligence and compliance consultancies * Companies specialising in remote talent and distributed workforce solutions * Providers of complementary services (HR tech, legal, payroll, etc.) Secondary Priority: Marketing Partnerships — Brand Credibility & Presence Marketing partnerships operate on a different logic: they increase our surface area in the market and make our brand, our people, and our clients visible to audiences we do not yet reach. These are not primarily revenue drivers in the short term — they are credibility and distribution plays that compound over time. Outcomes we are building toward include being featured as a brand across relevant media and communities, placing our people as recognised voices in our space, and amplifying client success stories to attract similar profiles. Target outcomes from marketing partnerships include: * Guest appearances on podcasts, panels, and webinars * Guest posts and bylines in industry publications * Interviews and editorial features * Backlinks from credible, high-authority websites * Being featured in industry events and conference programmes * Providing expert quotes to journalists and content creators * Securing referrals and testimonials from partners and clients * Indexing as a recognised brand across directories, lists, and ecosystem maps * Showcasing our activities, talent, and client outcomes in partner content Your Responsibilities Pipeline Development & Partner Management * Design and build two structured partnership pipelines: Commercial and Marketing, each with defined target profiles, outreach processes, and success metrics * Identify, research, and evaluate potential partners that align with our strategic vision and customer profile * Own the full partner lifecycle: from first contact and qualification through to activation, launch, and ongoing relationship management * Serve as the primary point of contact for all partners, representing our brand with consistency and credibility * Maintain a live pipeline view with clear stages, statuses, and expected outcomes Commercial Partnership Execution * Develop commercial partnership structures including referral agreements, co-selling arrangements, and revenue-sharing models (both paid and non-paid) * Build relationships with accelerators, VCs, accounting firms, capital providers, due diligence consultancies, and complementary service providers * Drive lead flow from partners: introductions, warm referrals, and joint outreach * Track partner-sourced revenue and contribution to overall pipeline with clear attribution Marketing Partnership Execution * Secure guest appearance slots on relevant podcasts, webinars, panels, and events * Place guest posts, bylines, and editorial features in key publications and media outlets * Build backlink and co-marketing relationships with high-authority websites in our space * Generate testimonials, referrals, and case study opportunities from client and partner networks * Ensure the company, our people, and our clients are represented and indexed across relevant ecosystem directories and featured lists Product Innovation & Market Intelligence * Stay informed about market trends, emerging technologies, and shifts in our competitive landscape to identify new partnership opportunities * Work closely with Product Management to surface partner needs, prioritise capabilities that increase partner and customer value, and help partners build deeper solutions on top of our platform * Act as a feedback loop between the market and internal teams — surfacing what partners are hearing from their clients and what opportunities we are not yet capturing YOUR PROFILE * Proven ability to build relationships and manage external stakeholders with professionalism and long-term thinking * Experience in partnerships, business development, or a client-facing growth role * Commercial mindset: comfortable discussing revenue, deal structures, and partner economics * Strong written and verbal communication skills — able to represent the company credibly to senior counterparts * Self-directed and organised: capable of managing multiple conversations and workstreams without close oversight * Familiarity with SaaS, HR tech, remote work, or B2B services is a strong plus * Existing network in relevant spaces (accelerators, VC, accounting, media) is a meaningful

About Allica Bank Allica is the UK’s fastest growing company - and the fastest-growing financial technology (Fintech) firm ever. Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech. Established SMEs are the backbone of local communities - representing over a third of our economy - yet have been largely neglected both by traditional high street banks and modern fintech providers. Department Description Our vision is to reimagine Relationship Banking for established SMEs, through the very best people and digital tools. We don’t pretend to have all the answers yet, and you will play a role in continuing to shape our offering. Our Relationship Manager team was formed in 2022 and continues to grow with the Bank at pace. Providing every customer who opens an account with us with a Relationship Manager, to work alongside them and provide outstanding service, is core to our strategy. In addition to providing outstanding service, our Relationship Managers build deep levels of understanding and trust with their customers, and get to understand their ambitions, goals and motivations. Allica Relationship Managers support their customers through the provision of appropriate Allica Bank products including Business Current Accounts, Savings Accounts, Commercial Loans, Asset Finance and Working Capital Facilities. As a relatively new Bank, our customer portfolios are built to allow for growth, so new business development is a critical part of the role and so our Relationship Managers must be confident and capable of winning new business. In addition to approaching potential SME customers directly, Relationship Managers will bring, and continue to build, a strong network of local trusted SME advisors such as accountants (but not commercial finance brokers – these are looked after by our dedicated broker team). We expect our Relationship Managers to be recognised as valued partners and business financial experts in the communities they serve. This role is primarily focused on Growth & Business Development and the successful candidate will build their portfolio from scratch from new business they win within their local area and manage these relationships once onboarded. A strong Business Development mindset is therefore crucial. The role is an incredible opportunity for the right candidate to build and shape their own portfolio in addition to helping shape the future direction and strategy of the Relationship Team. Principal Accountabilities • Be the go-to SME Relationship Manager in your community through strong and trusted external relationships. You will be the face of Allica Bank in your business networks and will be expected to be highly active and visible in business groups and with professionals. • Build and Relationship Manage a portfolio of SME customers, understanding customer’s needs and business aspirations, and looking for opportunities to support them via Allica Bank products and services and through your external network. • Originating SME lending opportunities from initial enquiry through to completion, including writing credit papers in line with Allica’s credit policy and appetite as well as working with operational teams to ensure smooth delivery. • Build deep, trusting and lasting relationships with customers you onboard and meet a variety of customer needs through the appropriate provision of Allica Bank products and services. • Create and deliver the business plan for your area, including new business objectives, and actively managing your objectives and personal development plan. • Making your colleagues proud that you represent Allica in your area, by ensuring excellent service for local SME customers, prospects and advisors. • Working closely and collaboratively with all areas of Allica, including our Business Development and Accountancy Partnership Teams to maximise the opportunity to present a strong and unified proposition to our target markets. • Being a positive contributor to Allica’s culture, and always promoting our values of Straightforward, Integrity, Collaborative and Delivery. • Complying with all mandatory policies, and adherence to operational procedures to maintain internal controls. Personal Attributes & Experience • Highly capable Business Developer and Relationship Manager with a long-term track record of building high-value, trust based and long-lasting referral relationships. • You will need to have a strong understanding of SME banking, which must include a strong background in commercial lending. • You will be able to demonstrate a history of exemplary level of service, and of exceeding new business targets. • You will be able to demonstrate a passion for SMEs, be a self-starter and bring an entrepreneurial mindset to your work. • You will have excellent interpersonal and communication skills together with evidence of strong career progression and/or outperformance. • You’ll be able to evidence an ability to work expertly with customers, colleagues and advisors to structure new lending proposals and write credit applications. • You’ll have a proven track record in providing excellent customer service, and in generating new income opportunities whilst effectively managing credit risk. • You’ll demonstrate an ability to analyse and review financial accounts and associated information. #LI-Remote #LI-AD1 Working at Allica Bank At Allica Bank we want to ensure our employees have the right tools and environment in which to succeed in their role and in support of our customers. Our employees are at the heart of everything we do, so our benefits are designed with you in mind: * Full onboarding support and continued development opportunities * Options for flexible working * Regular social activities * Pension contributions * Discretionary bonus scheme * Private health cover * Life assurance * Family friendly policies including enhanced Maternity & Paternity leave Don’t tick every box? Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’ll be a good fit, we’d still love to hear from you! Flexible working We know the ‘9-to-5’ isn’t right for everyone. That’s why Allica Bank is fully committed to flexible and hybrid working. Please let us know what is best for you and, if we can, we will do our best to accommodate. Diversity We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.