Customer Operations Executive
Funding CircleSME Finance company
London, United KingdomCompetitive Salary + BenefitsMid
Accel
Ribbit Capital
Union Square Ventures
Index Ventures
Temasek
Baillie Gifford
Operations & Strategy
About the role
TL;DR
Handle customer inquiries, manage loan applications, and ensure customer satisfaction.
- •As a Customer Operations Executive, you will be responsible for delivering exceptional customer value and satisfaction by handling initial inquiries and supporting various operational responsibilities.
- •You will act as a key point of contact for borrowers, ensuring their questions are answered and their applications move smoothly through the process.
- •Key Responsibilities Handle inbound customer inquiries via phone and email, answering borrower questions and queries.
- •Request necessary information from borrowers to facilitate loan applications.
- •Update the Salesforce CRM system accurately to track loan application progress.
- •Build strong working relationships with third-party suppliers and internal departments.
- •Proactively identify and mitigate risks and issues in daily operations.
- •Requirements Driven to succeed both individually and as part of a team.
- •Dynamic and KPI driven with the ability to work well under pressure.
- •Proficient at multitasking with strong time management skills.
- •Transparent communication with customers.
- •Adaptable and willing to provide feedback for product improvements.
- •Able to proactively identify ways to use Generative AI to streamline daily tasks.
Required skills
Salesforce
Domain expertise
fintech
Benefits & perks
Benefit allowance, Private medical insurance, Dental insurance, Health assessments, Digital GP, Life assurance, Share schemes, Financial coaching, Learning allowance, Electric car scheme, Cycle-to-work scheme, Season ticket loans, Award-winning parental leave policies, Fertility treatments support, Barista coffee, Subsidised Just Eat lunches
Tech stack
Salesforce
