Sales Operations Executive

Upshift Finance; Greater London; On-site; GBP 35,000 - 55,000; Full time

Job summary

Upshift Finance in the United Kingdom is seeking a Sales Operations Executive to be the office-based backbone of our origination process. You’ll triage deals, keep the CRM and pipeline accurate, and ensure onboarding information moves quickly.

You will vet submissions against lending criteria, chase missing items, issue indicative terms once Credit has decided, and help build broker relationships while supporting BDMs to grow our portfolio.

Qualifications

• Experience in lending, credit or financial services operations.
• Strong organisational skills and ability to multi-task.
• Excellent written and verbal communication with introducers and borrowers.
• Attention to detail with data and documentation.
• Familiarity with KYC/AML and lending documentation.
• Experience with CRM systems and process standardisation.

Responsibilities

• Vet incoming deals against lending criteria and triage to BDMs and Credit.
• Maintain accurate CRM records across the deal lifecycle.
• Monitor onboarding, chase outstanding information, and issue indicative terms.
• Escalate high-risk or non-standard submissions for judgement.
• Provide pipeline visibility and reporting to support planning.
• Develop broker/introducer relationships and support growth.

Skills

Lending operations

CRM proficiency

KYC/AML knowledge

Documentation control

Stakeholder coordination

Education

Financial services qualification

Tools

CRM systems

AI/automation tools

Job description

Company Description

Upshift Finance is a specialist SME lender providing flexible, structured capital to established UK businesses. Founded by former J.P. Morgan and Morgan Stanley investment bankers, the company focuses on junior capital solutions such as unsecured revolving credit facilities and term loans ranging from £100k to £2m+ with tenors of 1–24 months. Upshift Finance partners with existing senior lenders to support businesses that have reached traditional leverage limits but remain fundamentally creditworthy. Backed by committed capital, the firm offers funding where timing, structure, or complexity fall outside typical bank appetite. Its advantage lies in institutional-grade underwriting delivered at fintech speed, with thorough credit work, streamlined documentation, and decisions in days rather than weeks.

THE ROLE

We're looking for a Sales Operations Executive to be the office-based backbone of our origination process. You'll sit between introducers, BDMs and Credit, keeping deal flow triaged, accurate and moving. You'll vet incoming deals against our lending criteria, keep the CRM and pipeline accurate and current, monitor introducer and borrower onboarding, chase outstanding information and offers, and issue indicative terms and final offers once Credit has confirmed decisions. The role makes sure deal flow is triaged efficiently and correctly before it reaches BDMs and Credit, and that approved terms progress to completion without unnecessary delay. That frees our BDMs to focus on introducer relationships and portfolio growth rather than day‑to‑day deal administration. You'll report to the BDM(s) / Head of Origination.

WHAT YOU'LL DO

• Carry out first-line vetting of deals submitted to the Partnerships inbox against UpShift's lending criteria, passing suitable opportunities to BDMs and Credit
• Check submissions are complete against our standard information checklist, chasing introducers and borrowers for anything outstanding
• Keep CRM records accurate and up to date across the full deal lifecycle, from submission through to funding
• Monitor introducer onboarding (KYC/ID verification and signed introducer agreement), progressing applications through to activation
• Chase outstanding offers, conditions precedent and documentation to keep deals moving to completion
• Issue indicative terms and final offer documentation once Credit has confirmed decisions, making sure approved terms are transmitted accurately
• Escalate borderline, high-risk or non-standard submissions to BDMs or Credit for judgement, rather than making credit decisions yourself
• Provide pipeline visibility and reporting across the full book to support BDM and Credit planning
• Over time, take ownership of a set of broker and introducer relationships and help build out our broker desk, shaping the processes, tooling and service standards behind it

WHAT SUCCESS LOOKS LIKE

• Deals are triaged accurately and quickly, with only mandate-fitting opportunities reaching BDMs and Credit
• CRM data is complete, accurate and current, giving the team full pipeline visibility - Introducers and borrowers experience a responsive, well-organised process from submission to completion
• Offers and conditions precedent are chased proactively, minimising delays to funding
• Escalations are made early and clearly, with no judgement calls made outside the role's authority
• BDMs spend most of their time on relationships and origination, not deal administration

WHAT WE'RE LOOKING FOR

• Experience in a lending, credit or financial services operations/admin role
• Comfortable managing multiple cases or deals at pace
• Strong organisation and prioritisation across concurrent deals
• Confident, clear written and verbal communication with introducers and borrowers
• High attention to detail, particularly when reviewing documentation and data
• Comfortable with CRM systems and structured processes
• A keen interest in technology, including AI, and how it can sharpen process, data and turnaround times
• Proactive and well organised, with a strong sense of ownership over process and detail
• Clear about the boundary between administering decisions and making them
• FCA, ACCA is a plus
• Prior experience in SME lending, commercial finance or broker-facing operations
• Experience supporting a sales or relationship management team
• Familiarity with credit processes and lending criteria
• Understanding of KYC/AML and standard lending documentation requirements
• Hands-on experience using AI or automation tools at work
• A relevant professional qualification or coursework in financial services
• A team player who works well alongside BDMs, Credit and Operations
• Resilient and calm under the pressure of multiple concurrent deals