Customer Operations Analyst

Posted Yesterday
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London, Greater London, England, GBR
Hybrid
Mid level
Cloud • Fintech • Mobile • Payments • Financial Services
The Role
Drive operational excellence for customer payments: troubleshoot root causes, manage large corporate payment projects, improve processes, ensure accurate/compliant transactions, track KPIs, mentor team members, handle complaints, and coordinate cross-functional resolutions to maintain high customer satisfaction.
Summary Generated by Built In

Impact and Responsibilities

As a Customer Operations Analyst, you will act as a key driver of operational excellence and client satisfaction. You will troubleshoot friction points, investigate systemic issues, and partner closely with teams across the business to fix problems at their root. In this role, you’ll champion a seamless customer experience while keeping backend processes running fast and efficiently.

We welcome applications from both mid and Senior level professionals.

  • Project managing large corporate payment deals end-to-end. Ensuring the customer is provided with the highest level of customer care throughout.

  • Help to build and evolve effective and efficient processes to support scalable Customer Operations, identifying gaps or inefficiencies in processes and work with colleagues to make improvements – continually looking for ways to improve

  • Deliver successful data capture for projects and payment instructions – attention to detail to ensure transactions are accurate and compliant

  • Follow communication procedures, guidelines and policies, maintaining accurate records of customer interactions and escalate issues where required

  • Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution

  • Offer support and mentorship to team members, championing best practices, contributing to the team workload by collaborating with other team members to ensure all processes are covered during staff absences

  • Ensure we provide an excellent customer service by responding to calls and emails in a prompt and efficient manner – ensuring all correspondence and/or calls from customer and partners are responded to within agreed timescales

  • Track key performance metrics and make data-driven decisions; regularly report on performance to senior management

  • Ensure timely resolution and customer satisfaction by coordinating with other departments to address systemic issues.

  • Maintain compliance with policies, regulations, and quality standards in all customer operations processes.

What we're looking for in you

  • Proven track record in Payments and Customer Operations and building effective customer relationships

  • Previous experience in Legal and/or Payments sectors, with a strong understanding and passion in customer experience

  • You enjoy fixing problems - investigating and getting to the root cause and working collaboratively to fix them

  • You thrive working as part of a fast paced and highly collaborative team who are passionate about great customer and user experience

  • A big plus if you have project management experience

Our Promise: Shieldpay is an equal opportunities employer. For Shieldpay building a fair and transparent workforce begins with the recruitment process that does not discriminate on the grounds of gender, sexual orientation, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age. We offer flexible working options, such as flexible hours and hybrid work, to support our employees' work-life balance

Skills Required

  • Experience in Payments and Customer Operations
  • Previous experience in Legal and/or Payments sectors
  • Strong understanding and passion for customer experience
  • Attention to detail to ensure accurate and compliant transactions
  • Project management experience
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The Company
HQ: London
102 Employees
Year Founded: 2017

What We Do

Shieldpay is a B2B payments business. We provide a cloud-based digital escrow and disbursement solution that makes it faster and more secure to send and receive high value, time sensitive payments. We specifically cater to transactions that have a ‘contingent element’ such as M&A, class action lawsuits, real estate, marketplaces, rental deposits, trust services and supply chain transactions. Incumbent payment providers do not have the necessary regulatory licenses, account structure or disbursement technology to service these types B2B payment use cases. Therefore, due to the lack of alternatives before Shieldpay, legal and professional services entities have had to manage and maintain their own manual payment functionality. These archaic, inefficient and manual processes means millions lost each year in administration costs and cybercrime and they result in slow processing and poor user-experience for the end customer. Shieldpay Limited is authorised and regulated by the Financial Conduct Authority as a payment institution and Shieldpay Trustee Services Limited is registered and supervised by HMRC as a Trust Services Provider. We offer a compliant solution in line with SRA and CLC regulations. As part of our operation, we hold banking relationships with recognised financial institutions. Client funds and trust funds are safeguarded with authorised banks which maintain appropriate levels of prudential requirements. Awards BusinessCloud Top 50 Most Innovative Fintechs in the UK Modern Law Combatting Fraud Award 2020 Tempo Top 50 startups to work for in London in 2021 and 2022 LegalEx Conveyancing Award 2019 Modern Law Innovation of the Year 2019 The ESTAS Conveyancer Award 2019 Innovate UK grant 2018 Barclays Entrepreneurship Award 2018 VISA PAY360 PayTech Innovation Award 2018 RegTech Spotlight Award for Financial Crime 2017 Mastercard Startpath participant 2018 Barclays Accelerator Techstars 2017

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