Alison Matthews

· Lead the commercial strategy for the asset finance brokerage, with responsibility for driving revenue growth outside the current target market, assessing margin optimisation, and sustainable scale for growth going forwards.

· Working closely alongside the Managing Director to set and execute growth objectives for the Company and Staff.

· Responsible for performance reporting, providing senior-level insight into revenue, conversion rates, approval rates, fees, pipeline value, and customer retention using current CRM system, as well as assessing other systems for future use.

· Develop and manage funder strategy, optimising panel composition, pricing, and appetite alignment to maximise deal success and profitability. Currently onboarding new funders to grow the existing panel.

· Oversee end-to-end customer journeys, structuring and negotiating complex asset finance proposals while balancing commercial return and risk.

· Act as senior point of contact for key customers, and funders, strengthening long-term relationships to ensure repeat business.

· Developing commercial, sales-aligned operational teams through recruitment, performance management, mentoring, and training.

· Representing the business externally at industry events, networking forums such as The Guild, and trade shows to enhance brand visibility and commercial partnerships.

· Maintain strong governance and compliance oversight, including FCA requirements, complaints management, and risk controls.

· Key member of the senior leadership team, working closely with the Managing Director to shape and deliver commercial growth strategy.

· Led the operational and commercial performance of the brokerage, ensuring alignment between sales, underwriting, marketing, recruitment, and admin roles.

· Drove revenue growth through detailed performance analysis, monitoring approval rates, fee income, conversion ratios, lost business, and pipeline performance.

· Produced commercial reports and presentations using CRM and Excel-based analysis to support strategic decision-making.

· Developed and enhanced the CRM system to provide meaningful commercial insight, KPI visibility, and improved forecasting, contributing to reduce costs and increase efficiency.

· Managed end-to-end customer journeys from enquiry to payout, structuring asset finance proposals across brokered and own-book funding.

· Managed and developed funder relationships, leveraging deep knowledge of funder appetite, pricing, lead times, and security requirements to maximise deal success and margin.

· Acted as senior negotiator between customers, funders, and internal teams to balance commercial outcomes with risk mitigation.

· Played a central role in growing and retaining the customer base, improving customer satisfaction and repeat business.

· Oversaw governance activities including FCA attestations, complaints handling, HR matters, and oversight of own-book ledgers in collaboration with finance teams.

· Supported operational delivery and customer service across multiple business functions.

· Managed administrative processes and order fulfilment for the delivery service, ensuring accuracy, customer satisfaction, and payment completion.