Account Executive (Broker)

TN United Kingdom; London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

An innovative firm is seeking an Account Executive to join their dynamic team. This role involves supporting introducer loan applications and managing broker accounts. You will engage with clients, respond to inquiries, and maintain accurate records in Salesforce CRM. The company is committed to transforming SME lending through technology and data, providing quick access to funding for small businesses. With a hybrid working model and a range of employee benefits, this position offers a unique opportunity to contribute to meaningful change in the business landscape while enjoying a supportive work environment.

Benefits

Free barista

Subsidized lunches

Private medical insurance

Dental insurance

Online therapy

Learning allowances

Flexible working arrangements

Qualifications

• Experience in a phone-based sales environment is essential.
• Ability to manage time effectively and perform under pressure.

Responsibilities

• Manage inbound calls and respond to customer inquiries.
• Update Salesforce CRM with relevant loan application information.
• Develop strong relationships with sales teams.

Skills

Phone-based sales experience

KPI-driven performance

Time management

Effective communication

Interpersonal skills

Tools

Salesforce CRM

Job description

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Description

The role: We are looking for an Account Executive (Broker). The team forms part of the Funding Circle Introducer Channel and will have day-to-day interactions with an assigned set of broker accounts, the brokers' relationship managers, and internal operations teams.

Salary: £30,000 + OTE

Who are we?

Our mission is to build the platform where small businesses get the funding they need to succeed. We combine cutting-edge data and technology to deliver an unbeatable customer experience. With over a decade of expertise, we've developed a game-changing platform that is transforming SME lending. Our platform offers instant decisions for SMEs across the UK, enabling quick access to affordable funding.

We are committed to supporting small businesses, which constitute 99% of businesses and often lack necessary finance. We aim to change that because the world needs small business growth. Want to learn more?

• We impact businesses, communities, and the economy (last year £6.9bn of GDP generated). Read our Impact Report here:
• Visit our Trustpilot page to see customer feedback:
• We are evolving into a multi-product lending platform, building on our industry-leading core loans.

What will you be doing?

You will support introducer loan applications, helping grow business lending through introducers such as commercial mortgage/asset introducers, business consultants, and accountants. Your responsibilities include:

• Managing inbound calls, dealing with customer questions and queries
• Responding to introducer inquiries within SLA timescales via email or phone, updating systems accordingly
• Requesting information from introducers
• Updating Salesforce CRM with relevant information to progress loan applications
• Developing strong relationships with our sales teams
• Supporting business reporting by maintaining accurate information
• Proactively identifying and mitigating risks, issues, or control weaknesses

What we’re looking for

• Experience in a phone-based sales environment
• KPI-driven with the ability to perform under pressure
• Effective time management skills
• Transparent communicator, able to handle good and bad news
• Confident with a good telephone manner and interpersonal skills

Why join us?

Our Circler proposition supports employees in health, wealth, development, and lifestyle. We offer hybrid working (2-3 days in office or at home), with perks like free barista, subsidized lunches, private medical insurance, dental, online therapy, discounts, learning allowances, and more. We celebrate diversity and support flexible working arrangements. Our parental leave policies are also enhanced, and we have received awards for our diversity initiatives.