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
- 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
What happens next?
Think this sounds like the right next move for you? Or if you’re not completely confident that you fit our exact criteria, apply anyway and we can arrange a call to see if the role is fit for you. Humility is a wonderful thing, and we are interested in hearing about what you can add to Liberis!
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Skills Required
- Fluent English and either Portuguese or Italian
- Strong organizational skills and ability to manage a high-volume, multi-stage pipeline
- Excellent attention to detail when reviewing documentation
- Confident and proactive communication skills
- Interest in fintech, SME finance, or financial services
- Organized, adaptable, and eager to learn
What We Do
Liberis builds flexible embedded finance solutions that empower businesses and provide positive impact. Founded in 2007, Liberis is a leading global embedded finance platform with a mission to provide small businesses with accessible and responsible finance, based on the belief that funding should always be a positive force for small businesses. Liberis provides partners with the technology platform and financial solutions to offer hyper-personalised and accessible funding, empowering their small business customers to grow their revenues. With over 14 global strategic partners and direct reach to more than 1 million small businesses, Liberis has provided nearly $1bn of funding in over 45,000 transactions, enabling over 100,000 jobs to be created and saved. Liberis’ revenue-based finance is a form of receivables finance, not a loan. Amounts advanced are subject to status and our underwriting process before any offer can be made.
