Customer Operations Executive

Funding Circle Ltd.; London; Hybrid; GBP 28,000 - 35,000; Full time

Job summary

A leading company in SME finance is seeking a Customer Operations Executive to enhance customer experience. The role involves providing support to small business owners, handling inquiries, and maintaining relationships with suppliers. Join a diverse team that values flexibility and growth, while making a significant impact on the community.

Benefits

Private Medical Insurance

Learning Allowances

Discounts

Parental Leave Policies

Subsidized Lunches

Qualifications

• Driven to succeed individually and as part of a team.
• Dynamic, KPI-driven, able to work well under pressure.

Responsibilities

• Handling inbound inquiries via phone or email.
• Updating the Salesforce CRM system with relevant information.
• Building strong relationships with third-party suppliers.

Skills

Customer Support

Time Management

Communication

Problem Solving

Multitasking

Tools

Salesforce

Job description

Customer Operations Executive

This role sits within the Operations team and forms part of our Customer Operations team. They are the face of Funding Circle and work passionately to ensure small businesses have an excellent experience in securing funding.

Who are we?

We’re Funding Circle. We back small businesses to succeed.

At Funding Circle, we believe the world needs small businesses. That’s why we’ve made it our mission to help them get the finance they need to grow.

With over a decade of expertise, we’ve built a platform with cutting-edge data and technology that’s reshaping SME lending. We enable SMEs across the UK to get quick decisions, providing access to competitive funding in minutes.

We value good business and good people, providing meaningful support alongside fast, hassle-free processes to deliver an outstanding customer experience.

The role

You will assist small business owners with funding queries, providing customer support to help them understand our offerings for growth and expansion. Your role is to deliver top-quality service to our customers and assist them with their needs.

Supporting the Sales and Operations Channels, you will embody one of our key selling points: delivering customer value that enhances satisfaction.

Your responsibilities include:

1. Handling inbound inquiries via phone or email, answering borrower questions.
2. Requesting information from borrowers through email or phone.
3. Updating the Salesforce CRM system with relevant information to facilitate loan processing.
4. Building strong relationships with third-party suppliers and internal departments.
5. Supporting business reporting by maintaining accurate and updated information.
6. Proactively solving problems, identifying, and mitigating risks or issues in your daily work.

What we’re looking for

• Driven to succeed both individually and as part of a team.
• Dynamic, KPI-driven, able to work well under pressure.
• Proficient at multitasking with strong time management skills.
• Transparent communication with customers, sharing both good and bad news.
• Adaptable and open to providing feedback to improve products and customer experience.

We are committed to building diverse teams, so please apply even if your experience doesn’t perfectly match the requirements.

Want to learn more?

• Our platform impacts businesses, communities, and the economy (last year £6.9bn of GDP generated). Read our Impact Report.
• See what customers say on our Trustpilot page.
• We’re evolving! Our multi-product platform solves more SME finance challenges than ever before.

Why join us?

We celebrate diversity and are proud to be an equal-opportunity employer. We support flexible working, expecting teams in our London office three days a week, with amenities like a refurbished workspace, coffee, and subsidized lunches.

Our Circlers build their careers while making a difference. Our support pillars include Health, Wealth, Development, and Lifestyle, with benefits like private medical insurance, learning allowances, discounts, and parental leave policies.

Ready to make a difference? We’d love to hear from you.