Invoice Finance Client Success Lead

DF Capital; Manchester; On-site; GBP 45,000 - 60,000; Full time

Benefits offered by this job

Private medical insurance

Pension contribution (10%)

30 days annual leave + holidays

Gym membership

Discretionary annual bonus

Discretionary share awards

Life Assurance

Income Protection

Save As You Earn scheme

Cycle to work scheme

Job summary

DF Capital seeks a Client Services Manager in Manchester to provide hands-on operational and relationship support across its invoice finance client portfolio. You will be the day‑to‑day contact for client queries, ensuring facilities run smoothly while acting as frontline risk monitor through trend observation and debt verification.

Key responsibilities include client reviews, monitoring utilisation and collateral quality, and collaboration with underwriting, risk, and operations teams to

Qualifications

• Basic understanding of financial statements, debtor books, and credit risk.
• Excellent communication and relationship building skills.
• Ability to balance commercial opportunity with sound risk judgement.
• Highly organised, with the ability to manage multiple clients and deadlines.

Responsibilities

• Act as the main point of contact for a portfolio of invoice finance clients.
• Build strong, trust-based relationships with business owners, finance teams, and key stakeholders.
• Conduct regular client reviews to understand trading performance, funding needs, and operational challenges.
• Monitor client utilisation, concentration levels, and collateral quality to ensure facilities operate within agreed parameters.
• Completion of debt verification in line with policy requirements
• Identify early warning signs of financial stress or collateral deterioration and take appropriate action to mitigate risk.
• Review monthly management information, debtor books, and audit findings to maintain a healthy portfolio.
• Ensure smooth day to day operation of invoice finance facilities, resolving queries around payments, reconciliations, and availability.
• Work closely with underwriting, risk, and operations teams to deliver seamless service.
• Support onboarding of new clients, ensuring a smooth transition into live operation.
• Identify opportunities to increase facility utilisation, complementary products, and support client expansion.
• Contribute to portfolio growth targets through strong client retention and proactive account development.

Skills

Communication skills

Relationship building

Organisational skills

Risk awareness

Tools

CRM systems

Microsoft Office

Financial analysis tools

Job description

DF Capital seeks a Client Services Manager in Manchester to provide hands-on operational and relationship support across its invoice finance client portfolio. You will be the day‑to‑day contact for client queries, ensuring facilities run smoothly while acting as frontline risk monitor through trend observation and debt verification.

Key responsibilities include client reviews, monitoring utilisation and collateral quality, and collaboration with underwriting, risk, and operations teams to