Senior Executive, CX Operations

Posted 3 Days Ago
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Singapore
Mid level
Fintech • Payments • Financial Services
The Role
The Senior Executive, CX Operations will manage KYC processes, investor transactions, and collaborate with internal stakeholders to enhance operational efficiency. Responsibilities include ensuring accurate processing of financing, structuring operational processes, and implementing improvement initiatives.
Summary Generated by Built In

Description

Funding Societies | Modalku is the largest SME digital financing platform in Southeast Asia. We are licensed in Singapore, Indonesia, Thailand, and registered in Malaysia. We are backed by Sequoia India and Softbank Ventures Asia Corp amongst many others and provides business financing to small and medium-sized enterprises (SMEs), which is crowdfunded by individual and institutional investors.

And here at Funding Societies | Modalku we live by our core values:

  • Serve with Obsession: Build win-win relationships for the long-term by having a customer obsession.
  • Grow Relentlessly: Strive to become our best, most authentic selves.
  • Enable Teamwork, Disable Politics: Only by forging togetherness, we help each other succeed.
  • Test Measure Act: Stay curious and reinvent ourselves, through innovation and experimentation.
  • Focus on Impact: Create impact through bias for action and tangible results.

The CX-Operations team at Funding Societies aims to offer exceptional service to internal stakeholders and investors while building self-sustaining scalability and delivering a market-leading experience.

The key responsibilities of this role are to focus on value-adding to our customers while adhering to fundamental product design principles. The candidate for this role must be meticulous and timely in processing cases. 

Every team member in our team is encouraged and empowered to find and implement areas of improvement so that we do things better, faster and using less resources. An ideal candidate should approach occasional issues/problems with a clear understanding of the limitations and a problem-solving mindset, to find solutions that are sustainable and scalable.

What you will do:

  • Carry out KYC (Know-Your-Customer) and backend onboarding and ongoing operations for Investors – whilst ensuring speed and accuracy in operational work and documentation.
  • Carry out investors’ transactions, including but not limited to deposits, withdrawals, and crowdfunding activities. 
  • Partner and work with internal stakeholders (Sales, Compliance, Credit, CX, Legal etc.) to ensure timely and accurate processing of financing for customers
  • Assist manager / team lead to structure the processes for variations and new system enhancements.
  • Any other ad hoc tasks assigned.

What makes you interested in this position:

  • Our SG-Operations team is motivated to doing things faster, better and using less resources. 
  • Be part of a team of supportive, respectful and like-minded individuals who embody the #GETFS values.
  • Strong team leadership and guidance with an eye for eliminating unnecessary tasks for better efficiency.
  • Learning and development opportunities for self-directed learning needs.
Requirements
  • Bachelor degree holder
  • At least 3 years experience in service or operations support related work
  • Familiar with MAS CMFAS licenses, policies, guidelines
  • Familiar with KYC (Know-Your-Customer) processes for both local and foreign customers. 
  • Strong attention to detail and ability to multitask in a fast-paced environment and meet turnaround time / deadlines
  • Able to think out-of-the-box for sustainable solutions to constraint problems
  • Confident and clear at communicating information and collaborating across teams 
  • Be self-motivated, humble and a team player
  • Willingness to share knowledge, ideas, and best practices with others
  • Proficient with MS Office & Excel with an in-depth understanding of various features
  • Strong business acumen with a real enthusiasm for helping SMEs
  • Openness to learning new knowledge, both taught and self-learned, especially towards automating processes.

You will shine in this role with:

  • Internal Audit experience in a mid tier firm or big Four
  • Experience with Slack and/or Google Workspace
  • Knowledge of basic SQL and Python should the scope of work require

The Company
525 Employees
On-site Workplace
Year Founded: 2015

What We Do

Funding Societies | Modalku is the pioneer of SME Digital Financing Platform and Debt Investment Platform in Southeast Asia. We accelerate business growth by fast financing which is crowdfunded by retail and institutional investors as well as high-net-worth individuals.

Founded in 2015 in Singapore, Funding Societies | Modalku is currently licensed and operating in Singapore, Indonesia, Malaysia, and Thailand. We have also achieved global accolades for its works on financial inclusion to make financing accessible to SMEs in Southeast Asia, which includes the MAS FinTech Award, the Global SME Excellence Award from United Nations, and the prestigious global Fintech100 by KPMG and H2 Ventures.

Funding Societies | Modalku is dedicated to the vision of funding underserved SMEs and making a positive impact in society. We exist to enable fair financial access to Southeast Asia

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