Customer Operations Executive

Posted 6 Days Ago
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London, Greater London, England, GBR
Hybrid
Entry level
Fintech • Machine Learning • Sharing Economy • Social Impact • Big Data Analytics
Building the place where small businesses get the funding they need to win.
The Role
Handle inbound borrower enquiries via phone and email, request and record applicant information, update Salesforce to progress loan applications, liaise with internal teams and third-party suppliers, support reporting accuracy, and proactively identify and mitigate operational risks and process improvements.
Summary Generated by Built In
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!

[Read our Impact Report] | [See our Trustpilot]

The role ⚡

📍 London (Hybrid) | 🤝 3 days in the office | 💰 Competitive Salary + Benefits

 

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.

 

Alongside answering initial enquiries via email or telephone, you will help to deliver excellent customer service across a variety of 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

 
What we’re looking for 🌱

We value deep expertise, but a growth mindset and good energy are what really make our team click. We’re a group that chooses to lift each other up and think smart every day.

 
  • 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.

We’re building a place where everyone truly feels they belong. Even if your past experience doesn't align perfectly with every requirement, we'd still love to hear from you.

Why join us? 💜

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. We’ll see you in our London office to collaborate – with barista coffee and subsidised Just Eat lunches on us!

Our Circler Proposition focuses on five areas:

  • Flexibility: We provide a benefit allowance you can tailor to your own life and family.

  • Health: This includes private medical and dental, health assessments, and access to a digital GP.

  • Wealth: We offer life assurance, share schemes, and financial coaching.

  • Development: You get a dedicated annual learning allowance to help you level up.

  • Lifestyle: We have electric car and cycle-to-work schemes, plus season ticket loans.

We also have award-winning parental leave policies. We're here to support you through the big life moments, from fertility treatments to new additions to the family.

Ready to join a mission that matters? We’d love to chat!

Skills Required

  • Handle inbound customer enquiries via telephone and email
  • Update and maintain information in Salesforce CRM
  • Strong verbal and written communication skills
  • KPI-driven, able to work well under pressure
  • Multitasking with strong time management
  • Proactive problem solving and risk/issue mitigation
  • Ability to build strong working relationships with third-party suppliers and internal teams
  • Comfortable using approved Generative AI tools to improve productivity
  • Willingness to provide product feedback and contribute to improvement
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The Company
HQ: London
900 Employees
Year Founded: 2010

What We Do

Over the past ten years, Funding Circle has built a machine learning and technology platform that is changing the way small businesses access the financing they need to grow. Business owners can complete a loan application and receive a decision in a matter of minutes, enabling them to get funding quickly at an affordable rate. When small businesses succeed, they create jobs, support local communities, and drive the economy forward - that’s why we care about helping them win. To us, nothing is more important.

Why Work With Us

The traditional banking system is broken, so we’re building a better one. We’ve never been ones for the status quo. We believe in questioning convention, experimenting, innovating, and finding a better way. We believe in those made to do more, and that includes our employees. We seek and hire the best by providing great benefits, perks, and pay.

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