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About the Role
Ebury helps ambitious businesses unlock global growth and takes the same approach with its people, encouraging innovation, movement, collaboration, and problem-solving in an environment where everyone can feel they belong, are valued, supported, and empowered to succeed. This role is for a collaborator who wants to help transform how businesses operate globally and accelerate their career.
Responsibilities
- Act as the primary middle office partner for SME clients from the moment credit lines are approved, issuing T&Cs and guiding them seamlessly through onboarding.
- Manage the full lifecycle of your client portfolio, taking ownership of line or pricing amendments when client funding needs evolve.
- Proactively manage client accounts to drive platform utilisation, monitor portfolio health and ensure high retention through exceptional day-to-day engagement.
- Review and carry out due diligence on client documentation and invoices, ensuring strict adherence to internal credit risk, compliance and insurance policies before granting funding.
- Oversee the operational execution of trade booking, ensuring legal debt instruments are executed and payments to suppliers are processed smoothly and efficiently.
- Monitor the 5-month loan lifecycle, investigating and reconciling client repayments while swiftly resolving any banking or platform issues.
- Actively collaborate with internal Tech and Product teams, sharing frontline operational insights to drive automation, enhance platform features and optimise the overall customer experience.
Requirements
- 1-3+ years of experience in middle office operations, lending operations, commercial customer success or client portfolio management.
- Motivated to thrive within a fast-paced fintech or digital banking ecosystem, with an appetite for leveraging technology to scale operations.
- Attention to detail with a proven track record of handling high-value/high-volume financial transactions, booking trades or managing loan disbursements accurately.
- A diligent approach to reviewing corporate documentation, onboarding materials and legal contracts (such as T&Cs) against internal risk and compliance policies.
- A strong foundational understanding of how SME businesses operate, combined with a numerate mindset to confidently discuss funding needs and credit line utilisation.
- Prior experience managing an existing portfolio of client accounts, taking a proactive approach to tracking renewals, amendments or pricing updates.
- Highly numerate and comfortable with basic financial analysis, tracking payment timelines, and investigating/reconciling loan repayments.
- Exceptional and confident communication skills across all channels (email, phone, face-to-face) to act as a seamless bridge between clients, Credit Risk and Tech/Product squads.
- Excellent communication skills coupled with a customer-first attitude to guide clients through complex processes and deliver a standout onboarding experience.
- Naturally curious and eager to learn, bringing a solutions-oriented mindset to troubleshoot platform queries, payment delays or client account issues independently.
- A fast-learning individual with meticulous organisational skills, capable of adapting to new systems and prioritising multiple client accounts under tight funding cut-offs.
- A tech-savvy approach to mastering modern workplace tools, including CRM platforms (e.g., Salesforce), Microsoft Excel, and internal operational systems.
Skills
- Relationship management
- Customer-first approach
- Fintech
- Digital banking
- Technology
- Attention to detail
- Financial transactions
- Trade booking
- Loan disbursements
- Corporate documentation review
- Onboarding materials review
- Legal contracts review
- Risk and compliance policies
- SME business operations
- Numerate mindset
- Financial analysis
- Payment timelines tracking
- Loan repayment reconciliation
- Communication skills
- Problem-solving
- Organisational skills
- Adaptability
- Prioritisation
- CRM platforms (e.g., Salesforce)
- Microsoft Excel
Location
- Toronto
Work Type
- Hybrid
- 4 days in the office
- 1 day working from home
Experience Level
- 1-3+ years
Salary/Compensations
- Competitive Starting Salary with an annual discretionary bonus
Benefits
- Dedicated Mentorship
- Cutting-Edge Technology
- Clear, Accelerated Career Progression
- Dynamic & Supportive Culture
- Generous Benefits Package
- Competitive benefits tailored to your location
- Health care
- Social benefits
About the Company
- Ebury delivers sophisticated, integrated solutions — business accounts, hedging, and financing — on a single platform with a seamless workflow.
- Our success is built on a simple premise and singular purpose: To help businesses operate and scale globally.
- Since its founding in 2009, Ebury has always been a fast-growing leader in fintech.
- Today, we bring together 1,800+ Eburians across nearly 70 cities and we’re always looking to add to our team.
- At the heart of our offering is a proprietary platform, purpose-built to help businesses seamlessly streamline and manage global cash flow.
- We focus on continuous product evolution and innovation to build the infrastructure for borderless growth and help our clients scale at every stage.
- The opportunities at Ebury are as diverse as our people, ranging from business development to engineering roles across our tech pillars.
Equal Opportunity
- We believe in inclusion.
- We stand against discrimination in all forms and are against the intolerance of differences that makes us a modern and successful organisation.
- At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story.