Job Description

Partnership Manager

The Partnership Manager will be responsible for managing and developing relationships with Simply Conveyancing’s estate agency partners from the office. You will be a key point of contact for partner agents, managing day-to-day communications through Teams, telephone and email, while working closely with Regional Partnership Managers to ensure accounts are well supported and continue to grow.

The role will have a strong focus on account performance, agent engagement, training and onboarding. You will take responsibility for supporting new agents from the point of handover from the New Business team, ensuring they are fully onboarded, trained and confident in working with Simply Conveyancing before transitioning the ongoing relationship to the relevant Regional Partnership Manager.

Occasional face-to-face meetings or visits may be required where they add value to the partner relationship, training or account development.

Key Responsibilities

• Act as a key point of contact for a portfolio of estate agency partners, managing day-to-day communications through Teams, telephone and email.

• Build and maintain strong relationships with partner agents, providing consistent support and ensuring partners receive an excellent level of service.

• Monitor account performance, referral volumes, conversion rates and engagement, identifying trends, opportunities and areas requiring improvement.

• Conduct regular formal performance reviews with partner accounts, using the company-provided performance review deck alongside referral volumes, conversion rates and performance trends to assess progress against agreed objectives. Use these reviews to identify areas for improvement and growth, agree clear actions with the partner, and follow up to ensure agreed actions are delivered.

• Work closely with Regional Partnership Managers to share account performance, feedback, opportunities and concerns, ensuring a joined-up approach to account management.

• Support the growth of existing accounts by identifying opportunities to increase referrals, improve lead quality, increase conversion and strengthen agent engagement.

• Take responsibility for onboarding newly won estate agency accounts following handover from the New Business team.

• Deliver structured onboarding for new agents, ensuring they understand Simply Conveyancing’s proposition, processes, products, technology and referral journey.

• Provide training and guidance to new agents and relevant branch teams, ensuring they are confident in making referrals and understand how to maximise the partnership.

• Maintain regular contact with newly onboarded agents during their initial period to ensure they are engaged, supported and referring successfully.

• Identify any early issues or barriers to successful onboarding and work with the relevant internal teams to resolve them promptly.

• Monitor newly onboarded accounts against agreed onboarding objectives and provide regular updates to the Sales Product and Training Manager & Head of New Business.

• Complete a structured handover to the relevant Regional Partnership Manager once the account has successfully completed the onboarding period, ensuring all relevant account information, contacts, performance, opportunities and outstanding actions are communicated.

• Continue to support the Regional Partnership Manager following handover where additional office-based account support is required.

• Proactively identify trending-down, underperforming and inactive branches and accounts, escalating concerns and supporting the implementation of action plans.

• Support the relaunch and revitalisation of underperforming or inactive accounts through targeted communication, training and engagement.

• Handle partner queries and escalations promptly and professionally, working cross-functionally to resolve issues and maintain partner confidence.

• Work closely with Legal and Contact Centre teams to understand agent and client feedback and identify opportunities to improve the overall partner experience.

• Carry out call listening across agent referrals to assess lead quality, identify opportunities to improve conversion and provide relevant feedback to the Head of Sales Operations.

• Collaborate with Sales, Marketing and Regional Partnership Managers on campaigns, communications and initiatives designed to strengthen partner relationships and drive growth.

• Maintain accurate and up-to-date records of partner communications, account performance, training, onboarding activity, action plans and agreed next steps.

• Provide regular performance and account updates to the Regional Partnership Managers and relevant senior stakeholders.

• Attend occasional face-to-face meetings, training sessions or partner visits where required to support the relationship or account objectives.

• Ensure all partner activity, communications and actions are recorded accurately on the relevant systems.