Customer Operations Executive

This role sits within the Operations team and is part of our Customer Operations team. They represent Funding Circle and work passionately to ensure small businesses have an excellent experience in obtaining funding.

Who are we?

We’re Funding Circle. We support small businesses to succeed. Our mission is to help them get the finance they need to grow. With over a decade of experience, we’ve built a platform that uses cutting-edge data and technology to reshape SME lending, enabling quick decisions for SMEs across the UK.

We believe that good business is built on good people. We pride ourselves on providing meaningful support and fast, hassle-free processes to deliver an outstanding customer experience.

The role

In the Customer Operations team, you will assist small business owners with funding queries. Your role is to provide customer support, helping borrowers understand Funding Circle’s offerings for their growth and expansion needs. You will also deliver excellent service to existing customers and assist them as needed.

As a Customer Operations Executive supporting Sales and Operations, you will focus on delivering customer value that drives satisfaction. Your responsibilities include:

1. Handling inbound enquiries via phone or email, answering borrower questions.
2. Requesting information from borrowers by email or phone.
3. Updating the Salesforce CRM system with relevant information to progress loan applications.
4. Building strong relationships with third-party suppliers and internal departments.
5. Supporting business reporting by maintaining accurate and updated information.
6. Proactively solving problems, identifying and mitigating risks, issues, or control weaknesses in your daily tasks.

What we’re looking for

• Motivated to succeed both individually and as part of a team.
• Dynamic, KPI-driven, and able to work under pressure.
• Proficient at multitasking with strong time management skills.
• Transparent communication with customers, sharing both positive and negative feedback.
• Adaptable and open to providing feedback to improve products and customer experience.

We are committed to building diverse teams, so please apply even if your experience doesn’t perfectly match the requirements.

Why join us?

At Funding Circle, we celebrate diversity and are an equal-opportunity employer. We offer hybrid working with in-office presence three times a week at our London office, featuring modern facilities, coffee, and subsidised lunches.

We support our employees’ growth and well-being through various programs and benefits, including health, wealth, development, and lifestyle initiatives, such as private medical insurance, online therapy, learning allowances, and more. We also provide award-winning parental leave policies.

If you’re ready to make a difference, we’d love to hear from you.