Customer Experience Manager

JR United Kingdom; Bolton; On-site; GBP 35,000 - 50,000; Full time

Job summary

A rapidly growing Broker seeks a Customer Experience Manager to enhance post-sale processes and ensure efficient communication with clients and suppliers. This role focuses on converting leads into funded deals while maintaining high standards. Candidates with asset finance experience are preferred, promoting operational excellence and customer satisfaction.

Benefits

Collaborative team environment

Opportunities for innovation

Ambition-driven culture

Qualifications

• Prior brokerage experience or industry knowledge is prioritized.
• Familiarity with lender processes is necessary.
• Ability to work independently is important.

Responsibilities

• Prepare and issue finance documents tailored to lender requirements.
• Liaise with suppliers and customers to verify documentation accuracy.
• Manage delivery schedules and communicate deal progress to stakeholders.

Skills

Communication

Attention to Detail

Proactive Mindset

Education

Experience in Asset Finance

Job description

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Our client is a rapidly growing Broker founded by an experienced board and senior leadership team who have a proven track record of success and high achievement in financial services.

The role ensures a seamless post-sale process. Once a deal is approved, this person will:

1. Prepare and issue finance documents tailored to each lender’s requirements.
2. Liaise with suppliers and customers to ensure all documentation and invoices are correct.
3. Manage delivery schedules and package deals for lender payout.
4. Conduct pre- and post-issue checks for accuracy.
5. Communicate deal progress to all stakeholders, ensuring transparency and efficiency.

The Customer Experience Manager is integral to converting leads into successfully funded deals while maintaining high operational standards. Candidates with prior brokerage experience or industry knowledge are prioritised, as the role demands familiarity with lender processes and the ability to work independently.

What’s in it for you?

• Work alongside the Sales and Operations teams to improve customer experiences
• Build solid relationships with clients, suppliers, and funders
• Join a team that values collaboration, innovation, and ambition

What we need:

• Experience in asset finance
• Strong communication, attention to detail, and a proactive mindset