Customer Finance & Onboarding Lead (Fintech)

Talentedge; Greater London; Híbrido; GBP 55.000 - 60.000; Jornada completa

Descripción de la vacante

Talentedge is seeking a Customer Finance Partner to own the customer journey from onboarding to ongoing account success in a London-based role. The position is hybrid, with three days per week in the London office near Liverpool Street, and involves close collaboration across Customer Success, Finance, Credit and Operations.

The role requires 3–7 years across customer success, onboarding, operations or account management, with experience in fintech or financial services.

Formación

• 3–7 years' experience across customer success, onboarding, operations or account management.
• Experience within fintech, lending, financial services or a regulated environment.
• Understanding of working capital, trade finance, invoice finance, receivables finance or B2B lending.
• Strong analytical and problem-solving skills.
• Operational mindset; capable of turning plans into action.

Responsabilidades

• Own the customer journey from approval through to first drawdown.
• Coordinate onboarding across Credit, Sales and Operations.
• Guide customers through KYC, documentation and platform setup.
• Act as the key point of contact for customers post-onboarding.
• Drive utilisation of financing facilities across the customer base.
• Monitor account activity and proactively engage underutilised customers.
• Support customers with drawdowns and repayments.
• Analyse utilisation and portfolio data to identify opportunities.
• Identify onboarding and operational bottlenecks and improve processes.
• Build scalable onboarding processes, workflows and playbooks.
• Work closely with Product & Engineering to improve the customer experience.
• Feed customer insights back into the wider business.

Conocimientos

Customer success

Onboarding

Operations

Account management

Fintech knowledge

Descripción del empleo

Talentedge is seeking a Customer Finance Partner to own the customer journey from onboarding to ongoing account success in a London-based role. The position is hybrid, with three days per week in the London office near Liverpool Street, and involves close collaboration across Customer Success, Finance, Credit and Operations.

The role requires 3–7 years across customer success, onboarding, operations or account management, with experience in fintech or financial services.