Customer Operations Executive

Fundingcircle; Greater London; On-site; GBP 30,000 - 38,000; Full time

Benefits offered by this job

Benefit allowance

Private medical

Dental

Life assurance

Share schemes

Financial coaching

Annual learning allowance

Electric car scheme

Cycle-to-work

Season ticket loans

Parental leave

Job summary

Funding Circle is seeking a Customer Operations Executive in London with a hybrid work arrangement (3 days in office). You will support Sales and Operations by handling borrower enquiries, updating the Salesforce CRM, and maintaining strong supplier relationships.

The role emphasizes customer value delivery and data integrity to drive efficient loan processing. The ideal candidate brings a customer-focused mindset, proficiency with CRM tools, and the ability to multitask under KPI-driven

Qualifications

• Customer-facing mindset with strong communication skills.
• Experience handling enquiries via phone or email is desirable.
• Familiarity with CRM systems and data entry best practices.
• Flexible, KPI-driven approach and time management excellence.

Responsibilities

• Deal with inbound enquiries via telephone or email and answer borrower questions.
• Request information from borrowers by email or phone.
• Update Salesforce CRM to move loan applications from application to offer.
• Develop strong relationships with 3rd party suppliers and internal teams.
• Support Direct business reporting by keeping information accurate and up-to-date.
• Identify and mitigate risks or control weaknesses in daily tasks.

Skills

Customer service

Salesforce CRM

Multitasking

Time management

AI tools

Generative AI

Communication

Tools

Salesforce CRM

CRM systems

Job description

Company Overview

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.

Key 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

• 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 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.