Customer Operations Executive

This role sits within the Operations team umbrella and forms part of our Customer Operations team. They are the face of Funding Circle and work passionately to make sure small businesses have an incredible experience in getting the funding they need.

We’re Funding Circle. We back small businesses to succeed. 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 more than a decade of expertise, we built a game‑changer platform with cutting‑edge data and technology that’s reshaping the SME lending landscape. Say goodbye to lengthy applications and hello to lightning‑fast decisions – in just minutes, SMEs across the UK get a decision, giving them access to competitive funding in a flash. We know that good business is about good people. We pride ourselves on providing meaningful, human support as well as fast, hassle‑free processes to deliver an unbeatable customer experience.

The role In the Customer Operations team you will assist small business owners with queries about funding with us. The role is to provide customer support to our borrowers, helping them understand what Funding Circle can offer for their growth and expansion needs. You will also deliver top‑quality service to our existing customers, supporting them with whatever they need. 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.

Responsibilities

• Dealing with inbound enquiries via telephone or email, answering borrower’s questions/queries.
• Requesting information from borrowers either by email or telephone.
• Updating 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‑solve, identify and confidently mitigate any risks, issues or control weaknesses that arise in your day‑to‑day.

What we’re looking for

• Driven to succeed both individually and as part of a team.
• Dynamic and KPI driven with the ability to work well under pressure.
• Natural proficiency at multitasking with strong time‑management skills.
• 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.

Why join us? At Funding Circle, we celebrate and support the differences that make you, you. We’re proud to be an equal‑opportunity workplace and affirmative‑action employer. Diversity makes us better. As a flexible‑first employer we offer hybrid working at Funding Circle, and we’ve long believed in a ‘best of both’ approach to in‑office collaboration and non‑office days. We expect our teams to be in our London office three times a week, where you can take advantage of our newly refurbished hybrid working space, barista‑made coffee and subsidised lunches every day! We back our Circlers to build their own incredible career, making a difference to small businesses every day. Our Circler proposition is designed to support employees both in and out of work, and it is anchored around four pillars: Health, Wealth, Development & Lifestyle.

A Few Highlights

• Flexibility – we provide a benefit allowance so you can tailor your benefit selection to you and your family’s needs.
• Health – Private Medical Insurance, Dental Insurance, Health Cash Plan, health assessments (including female fertility health assessments), eye‑care vouchers, flu jabs, Wellhub access to a free Employee Assistance Programme and free Digital GP for you and your children under 16.
• Wealth – Life Assurance, Income Protection, Critical Illness Cover, financial coaching through Octopus Money Coach, a tax‑advantaged share scheme, a free mortgage advisor partnership and discounts across numerous retailers through Perks at Work.
• Development – Dedicated annual Learning & Development allowance and full access to internal learning platform.
• Lifestyle – Electric Car Scheme, Cycle to Work scheme, Season Ticket Loans and more!

And finally, we have award‑winning parental leave policies supporting parents through enhanced maternity, partner and adoption leave, as well as additional leave for parental bereavement and for fertility treatments. Ready to make a difference? We’d love to hear from you.