Customer Finance Partner

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

Job summary

Talentedge in London is seeking a Customer Finance Partner to own the customer journey from onboarding through to ongoing account success. This hands-on role sits across customer success, finance, credit and operations, and suits someone who likes detail and improving processes.

Based near Liverpool Street, the role is London-based with a three-day-per-week flex. You’ll coordinate onboarding, guide customers through KYC and platform setup, drive utilisation of financing facilities and work

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 and capability to drive initiatives.
• Comfortable working cross-functionally across Credit, Sales, Product and Operations.
• Excellent attention to detail and strong communication skills.
• Thrives in a fast-moving, high-growth environment.

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.

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