Funding Specialist
- Salesforce
Not enough detail in this posting to match
About the Role
We’re looking for a driven and commercially savvyFunding Specialist to join our high-performing Revenue Team.
As a Funding Specialist, you’ll be at thefinal stage of our sales funnel, taking ownership of funding opportunities from handover to close. You’ll work closely with accountants, their clients (small businesses), and a range of lenders todeliver a seamless funding experience using our platform.
This is a key role where your expertise, communication skills, and deal management will make a real difference to the success of our clients.
Key Responsibilities
Manage funding opportunities end-to-end from handover to completion
Communicate clearly and regularly with all stakeholders: accountants, business owners, lenders, and internal teams
Maintain accurate records and updates in Salesforce
Use your knowledge of commercial finance to match clients with the best funding options
Build strong relationships with lenders and stay updated on product changes and trends
Collaborate with marketing, product, and sales teams to improve our service offering
About You
Strong understanding ofcommercial finance products (e.g. business loans, asset finance, invoice finance)
Experience in asales, lending, or underwriting role within financial services
Confident communicator – both written and verbal
Comfortable managingmultiple deals and stakeholders
Highly organised and detail-oriented
Curious, proactive, and excited to learn in a fast-paced environment
Tools We Use
Salesforce
Slack
Google Drive & Sheets
Talkdesk
Various lender portals
What We Offer
Competitive base salary + commission
A fast-growing fintech with career development opportunities
Supportive, collaborative, and fun team culture
Regular learning and development sessions
Access to industry events and lender networking opportunities
Ready to join a team that’s shaping the future of business finance?
Apply now and help us make funding smarter and simpler for SMEs and their advisers.
Funding Specialist · Talent Architects