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Customer Operations Executive

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Hybrid

Customer Operations Executive

Funding Circle

Customer Operations Executive

Skills

AICRMSalesforce

2 months ago

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Important information


Contract type:

Permanent

Location:

London, UK

Work mode:

Hybrid

Published on:

2 September 2026

What they need


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!

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