Customer Finance Partner

Talentedge; Greater London; Hybrid; GBP 55,000 - 60,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Customer success

Onboarding

Operations

Account management

Fintech knowledge

Job description

Customer Finance Partner | Consumer Fintech | £55-60k + Bonus | London

I'm working with a high-growth Fintech business that is looking for a Customer Finance Partner to join their team and take ownership of the customer journey from onboarding through to ongoing account success.

This is a hands-on, operational role sitting across customer success, finance, credit and operations, deal for someone who enjoys being close to the detail, working with customers and improving how things operate.

London - 3 days per week, near Liverpool Street

What you'll be doing:

• 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

What they're looking for:

• 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
• A genuinely operational mindset, someone who likes making things happen
• Comfortable working cross-functionally across Credit, Sales, Product and Operations
• Excellent attention to detail and strong communication skills
• Someone who enjoys working in a fast-moving, high-growth environment