Customer Finance Partner

Customer Finance Partner

Full-Time On-site
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Customer Finance Partner | Consumer Fintech | Β£55-60k + Bonus | London

I'm working with a high-growth Fintech business that is looking for a Customer Finance Partner to join their team and take ownership of the customer journey from onboarding through to ongoing account success.

This is a hands-on, operational role sitting across customer success, finance, credit and operations, deal for someone who enjoys being close to the detail, working with customers and improving how things operate.

London - 3 days per week, near Liverpool Street

What you'll be doing:

  • Own the customer journey from approval through to first drawdown
  • Coordinate onboarding across Credit, Sales and Operations
  • Guide customers through KYC, documentation and platform setup
  • Act as the key point of contact for customers post-onboarding
  • Drive utilisation of financing facilities across the customer base
  • Monitor account activity and proactively engage underutilised customers
  • Support customers with drawdowns and repayments
  • Analyse utilisation and portfolio data to identify opportunities
  • Identify onboarding and operational bottlenecks and improve processes
  • Build scalable onboarding processes, workflows and playbooks
  • Work closely with Product & Engineering to improve the customer experience
  • Feed customer insights back into the wider business

What they're looking for:

  • 3-7 years' experience across customer success, onboarding, operations or account management
  • Experience within fintech, lending, financial services or a regulated environment
  • Understanding of working capital, trade finance, invoice finance, receivables finance or B2B lending
  • Strong analytical and problem-solving skills
  • A genuinely operational mindset, someone who likes making things happen
  • Comfortable working cross-functionally across Credit, Sales, Product and Operations
  • Excellent attention to detail and strong communication skills
  • Someone who enjoys working in a fast-moving, high-growth environment

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Customer Finance Partner employer: Talentedge

Join a dynamic and innovative international technology organisation that prioritises employee development and offers a collaborative work culture. As a Team Lead, you will have the opportunity to shape a global Workday platform while enjoying competitive compensation, including shares and bonuses, alongside a strong focus on continuous improvement and transformation initiatives. With a hybrid working model based in London, you will benefit from flexibility and the chance to work closely with senior stakeholders across various departments, fostering both personal and professional growth.

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Contact Details:

Talentedge Recruitment Team