At Liberis, our mission is to empower small and medium-sized businesses by removing finance as a friction to growth, delivering contextual, embedded financial solutions to support merchants at every stage of their business lifecycle. Customer Operations Executive - Funding Team
Customer Operations sits at the heart of Liberis' funding process. Sitting within the Funding team, you'll own the customer's journey from the moment a deal is submitted by Sales through to funds being released - acting as the customer's main point of contact and the connective tissue between Sales, Underwriting and our funding partners.
This is an excellent opportunity for a graduate or early-career professional to build experience in fintech, SME finance and funding operations within a fast-growing international business.
What you'll do
- Manage a live pipeline of 50-60 customer submissions from initial submission through to funding, tracking each case's status and next steps
- Review submissions coming in from Sales, collecting the required documents from customers and checking them for accuracy and completeness before passing them to Underwriting
- Act as the customer's main point of contact throughout the process, keeping them informed at every stage and answering their questions
- Chase customers to get contracts signed, resolving any queries or hesitations that could delay completion
- Liaise with our funding partners once a contract is signed to apply the agreed split, so the customer can be funded
- Work closely with Sales, Underwriting and Partner teams to keep cases moving and flag blockers early
- Share feedback from customers and partners to help improve our processes
What we're looking for
- Fluent English & one other language (Portuguese or Italian)
- Strong organisational skills and the ability to manage a high-volume, multi-stage pipeline without letting cases slip
- Excellent attention to detail, particularly when reviewing documentation
- Confident, proactive communicator - comfortable chasing customers and partners to keep deals on track
- Interest in fintech, SME finance or financial services
- Organised, adaptable and eager to learn
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Customer Operations Executive - Portuguese or Italian Speaking employer: Liberis
At Liberis, we pride ourselves on being an excellent employer, offering a vibrant work culture that celebrates diversity and innovation. With a commitment to employee growth, our hybrid working model fosters collaboration while providing flexibility, ensuring that our team members thrive both personally and professionally. As a Real Living Wage employer, we value the contributions of our staff and provide meaningful opportunities to shape the future of embedded finance in a supportive environment.
