Customer Operations Executive

Funding Circle UK; Greater London; Hybrid; GBP 28,000 - 40,000; Full time

Benefits offered by this job

Barista coffee

Subsidised Just Eat lunches

Flexible benefit allowance

Private medical and dental

Life assurance & share schemes

Job summary

Funding Circle in London (Hybrid) is seeking a Customer Operations Executive to support the Sales and Operations Channels, delivering customer value that drives customer satisfaction. You will handle inbound enquiries, gather information, and keep Salesforce up to date to move loan applications through the funnel.

You'll build strong relationships with third-party suppliers and internal teams, support direct business reporting, and proactively identify risks.

Qualifications

• Growth mindset and good energy are valued.
• Ability to work under pressure and meet KPIs.
• Strong time management and multitasking skills.
• Clear and proactive communication with customers (positive and negative).
• Willingness to provide product feedback to aid improvements.
• Proactive use of Generative AI to streamline daily tasks.

Responsibilities

• Deal with inbound enquiries via telephone or email, answering borrowers' questions/queries.
• Request information from borrowers either by email or telephone.
• Update the Salesforce CRM system with all relevant information so that loan applications can move through our funnel from application to offer.
• Develop strong working relationships with 3rd party suppliers and FC internal departments.
• Support the Direct business reporting by keeping information accurate and updated.
• Proactively problem solving, identifying and confidently mitigating risks, issues or control weaknesses.

Skills

Driven to succeed

KPI driven

Multitasking

Communication

Adaptable/feedback

Generative AI

AI tools

Tools

Salesforce

Job description

We’re on a mission to back the UK’s small businesses like no one else

Small businesses are the backbone of the economy, and we’re here to help them win. We’ve built a platform that uses clever data to get them the funding they need in minutes, not weeks.

At Funding Circle, we have the restless energy of a fintech start-up with the stability of a public company. It’s a unique mix that gives Circlers the autonomy to take ownership and the scale to make an impact that truly counts.

We’re a high-performing team that chooses to lift each other up. We challenge, we champion, and we have each other’s backs - because we know that when we stand together, we move faster and build better.

The impact is real:

Last year alone, the businesses on our platform generated £7.2bn for the UK economy

The role

London (Hybrid) | 3 days in the office | Competitive Salary + Benefits

As a Customer Operations Executive supporting the Sales and Operations Channels, you embody one of our most important selling points: delivering customer value that drives customer satisfaction.

Responsibilities

• Dealing with inbound enquiries, via telephone or email answering borrower’s questions/queries.
• Requesting information from borrowers either by email or telephone.
• Update the Salesforce CRM system with all relevant information so that loan applications can move through our funnel from application to offer.
• Develop strong working relationships with 3rd party suppliers and FC internal departments.
• Support the Direct business reporting by keeping information accurate and updated.
• Proactively problem solving, identifying and confidently mitigating any risks, issues or control weaknesses that arise in your day-to-day

What we’re looking for

We value deep expertise, but a growth mindset and good energy are what really make our team click. We’re a group that chooses to lift each other up and think smart every day.

• Driven to succeed both individually and as part of a team.
• Dynamic and KPI driven with the ability to work well under pressure.
• Natural proficient at multitasking with strong time management skills
• A transparent communication with the customer - both good and bad.
• Adaptable and ready to provide feedback on our products and how customers are feeling to help aid future improvements.
• Able to proactively identify ways to use Generative AI to streamline your daily tasks and improve your personal productivity.
• Confident using approved AI tools safely and effectively to enhance your output and find a better way of working.

We’re building a place where everyone truly feels they belong. Even if your past experience doesn't align perfectly with every requirement, we'd still love to hear from you.

Why join us?

We back you to build an incredible career and by joining us, you'll be part of one of The Sunday Times Best Companies to Work For 2026! As a flexible-first employer, we use a "best of both" approach. We’ll see you in our London office to collaborate – with barista coffee and subsidised Just Eat lunches on us!

Our Circler Proposition Focuses On Five Areas

• Flexibility: We provide a benefit allowance you can tailor to your own life and family.
• Health: This includes private medical and dental, health assessments, and access to a digital GP.
• Wealth: We offer life assurance, share schemes, and financial coaching.
• Development: You get a dedicated annual learning allowance to help you level up.
• Lifestyle: We have electric car and cycle-to-work schemes, plus season ticket loans.

We also have award-winning parental leave policies. We're here to support you through the big life moments, from fertility treatments to new additions to the family.

Ready to join a mission that matters? We’d love to chat!