At a Glance
- Tasks: Engage with clients and partners, providing exceptional service and support.
- Company: Join Level, the UK's leading specialist lender in family law and probate.
- Benefits: Enjoy a competitive salary, private medical cover, and 25 days annual leave plus your birthday off.
- Other info: Be part of a diverse team that values trust, performance, and wellbeing.
- Why this job: Build your career in sales while making a real difference in people's lives.
- Qualifications: 1-2+ years in customer-facing roles; strong communication skills are a must.
The predicted salary is between 30000 - 40000 £ per year.
About Level: Level is the UK’s leading specialist lender for family law and probate proceedings. We provide fair, transparent finance that helps people navigate some legal processes like divorce or probate. We’ve built a financing solution that helps solicitors and their clients cover legal costs and create a level playing field.
We are building a human, high-performing organisation where people feel trusted, valued, and care deeply. We all step up and own it. This drives our evolution and performance - as people and as a company.
Our benefits package is designed to support sustainable high performance and wellbeing:
- Competitive salary
- Pension contributions
- Private medical cover
- 25 days of annual leave plus your birthday off
- Financial support to set up your home office
We’re looking for an Inbound Sales & Client Services Executive to join our growing team. This role is ideal for someone with some experience in customer-facing or commercial roles who wants to build a career in sales or client services.
Responsibilities include:
- Respond promptly and professionally to inbound leads from partners and law firms
- Keep the CRM updated with accurate notes, statuses, and follow-up actions
- Liaise with internal teams (e.g. underwriting, loan management) to move deals forward and ensure a great customer experience
- Offer an exceptional level of service to customers
- Share insights from customer interactions to help improve processes and messaging
- Provide feedback to the marketing team on lead quality and common customer perspectives
Requirements:
- 1-2+ years’ experience in customer-facing, sales or client service role (e.g. customer success, sales support, account management)
- A clear communicator with strong written and verbal English skills
- Confident and comfortable speaking with legal professionals and professional introducers
- Comfortable using CRM tools (e.g. Salesforce) or eager to learn
Inclusion & Equal Opportunities Statement: We are committed to building a team that reflects the diversity of the communities we serve.
Customer Relationship Executive / Manager in London employer: Level=
Level is an exceptional employer that prioritises a supportive and inclusive work culture, where employees are trusted and valued. With a competitive benefits package including private medical cover, generous annual leave, and financial support for home office setup, we foster sustainable high performance and employee wellbeing. Join us in our London office to build a rewarding career in customer relationship management within the dynamic financial services sector, while contributing to meaningful solutions in family law and probate proceedings.
