Customer Operations Executive

Funding Circle Ltd.; Greater London; Hybrid; GBP 30,000 - GBP 40,000; Full time

Job summary

A leading financial services provider in Greater London is looking for a Customer Operations Executive. In this role, you will assist small business owners with queries about funding and provide excellent customer support. Ideal candidates should have strong time management skills, be driven to succeed, and maintain transparent communication with customers. The company offers hybrid working, competitive benefits including private medical insurance, and a culture focused on employee development.

Benefits

Private medical and dental insurance

Annual learning and development allowance

Enhanced parental leave policies

Flexible benefit allowances

Electric car and cycle-to-work schemes

Qualifications

• Driven to succeed both individually and as part of a team.
• Natural multitasker capable of managing multiple priorities.
• Effective communication skills for transparent interactions with customers.

Responsibilities

• Handle inbound enquiries via telephone or email.
• Update Salesforce CRM system with relevant information.
• Develop strong working relationships with third-party suppliers.
• Proactively identify and mitigate operational risks.

Skills

Strong time management skills

Transparent communication

Dynamic and KPI driven

Problem-solving ability

Job description

Overview

Customer Operations Executive role within the Operations team, part of our Customer Operations group. You will be the face of Funding Circle, working to ensure small businesses have an excellent experience when obtaining funding.

Who are we?

We’re Funding Circle. We back small businesses to succeed. We believe the world needs small businesses and our mission is to help them get the finance they need to grow. With over a decade of experience, we’ve built a platform with data and technology that speeds up lending decisions for SMEs. We aim to provide human, meaningful support alongside fast, hassle-free processes to deliver an unbeatable customer experience.

The role

In the Customer Operations team you will assist and help small business owners with queries about funding. You will provide customer support to borrowers, helping them understand what Funding Circle can offer for their growth and expansion needs, while delivering top-quality service to existing customers and assisting them with their needs.

As a Customer Operations Executive supporting the Sales and Operations Channels, you will help deliver customer value that drives customer satisfaction. You will handle initial enquiries via email or telephone and support excellent customer service across a variety of responsibilities:

• Dealing with inbound enquiries via telephone or email, answering borrower questions/queries.
• Requesting information from borrowers by email or telephone.
• Updating the Salesforce CRM system with all relevant information so that loan applications move through the funnel from application to offer.
• Developing strong working relationships with 3rd party suppliers and Funding Circle internal departments.
• Supporting Direct business reporting by keeping information accurate and updated.
• Proactively problem solving, identifying and mitigating risks, issues or control weaknesses in day-to-day work.

What we’re looking for

• Driven to succeed both individually and as part of a team.
• Dynamic and KPI driven with the ability to work well under pressure.
• Natural multitasker with strong time management skills.
• Transparent communication with customers — both good and bad.
• Adaptable and ready to provide feedback on our products and how customers feel to aid future improvements.

At Funding Circle we are committed to building diverse teams, so please apply even if your past experience doesn’t align perfectly with the requirements.

Want to learn more?

• We have a huge impact on the businesses that borrow through our platform and the communities they serve (last year £7.2bn of GDP generated). Read our Impact Report here: Funding Circle UK Impact
• See what our customers think on Trustpilot: Trustpilot Reviews
• We’re evolving: our award-winning multi-product platform continues to solve SME finance challenges and meet the needs of customers.

Why join us?

We celebrate and support the differences that make you unique. We’re proud to be an equal-opportunity employer and we believe diversity makes us better.

As a flexible-first employer, we offer hybrid working. Our London office is in use three days a week for in-person collaboration, with a hybrid space, coffee and subsidised lunches. We support employees to build their careers, with a focus on Health, Wealth, Development & Lifestyle.

A few highlights:

• Flexibility: Benefit allowances to tailor your selection to you and your family’s needs.
• Health: Private medical and dental insurance, health plans, wellbeing resources, and more.
• Wealth: Life Assurance, Income Protection, and other financial benefits.
• Development: Annual learning and development allowance and access to internal learning platforms.
• Lifestyle: Electric car and cycle-to-work schemes, season ticket loans, and more.

And finally, we have award-winning parental leave policies supporting parents through enhanced maternity, partner and adoption leave, plus additional leave for parental bereavement and fertility treatments.

Ready to make a difference? We’d love to hear from you.