About the Role
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.
- Update 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 solving, identifying and confidently mitigating any risks, issues or control weaknesses that arise in your day-to-day.
Requirements
- Driven to succeed both individually and as part of a team.
- Dynamic and KPI driven with the ability to work well under pressure.
- Natural proficient at multitasking with strong time management skills.
- A 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.
- Able to proactively identify ways to use Generative AI to streamline your daily tasks and improve your personal productivity.
- Confident using approved AI tools safely and effectively to enhance your output and find a better way of working.
Skills
- Salesforce CRM
- Generative AI
Location
- London
Work Type
- Hybrid
- 3 days in the office
Salary/Compensations
- Competitive Salary
Benefits
- Benefit allowance
- Private medical and dental
- Health assessments
- Access to a digital GP
- Life assurance
- Share schemes
- Financial coaching
- Dedicated annual learning allowance
- Electric car scheme
- Cycle-to-work schemes
- Season ticket loans
- Award-winning parental leave policies
- Fertility treatments support
- New additions to the family support
- Barista coffee
- Subsidised Just Eat lunches
About the Company
- We’re on a mission to back the UK’s small businesses like no one else.
- Small businesses are the backbone of the economy, and we’re here to help them win.
- We’ve built a platform that uses clever data to get them the funding they need in minutes, not weeks.
- At Funding Circle, we have the restless energy of a fintech start-up with the stability of a public company.
- It’s a unique mix that gives Circlers the autonomy to take ownership and the scale to make an impact that truly counts.
- We’re a high-performing team that chooses to lift each other up.
- We challenge, we champion, and we have each other’s backs - because we know that when we stand together, we move faster and build better.
- The impact is real: Last year alone, the businesses on our platform generated £7.2bn for the UK economy.
- Come and join a mission that matters!
- We back you to build an incredible career and by joining us, you'll be part of one of The Sunday Times Best Companies to Work For 2026!
- As a flexible-first employer, we use a "best of both" approach.
