Relationship Manager

Overview

As a Funding Circle Plus Relationship Manager, you own a portfolio of high-value, £3.25m+ turnover businesses, acting as their dedicated contact. You deepen engagement through discovery, identify funding needs, and coordinate with lenders to deliver solutions. You influence FC Plus strategy while expanding relationships and long-term value. This role blends client excellence with collaboration inside a fast-growing fintech culture in London. You’ll leverage AI tools to boost productivity and impact.

Pay / Benefits

• flexible-first benefits
• private medical and dental
• life assurance and share schemes
• annual learning allowance
• electric car and cycle-to-work schemes
• award-winning parental leave policies

Responsibilities

• Own and manage a portfolio of £3.25m+ turnover businesses, serving as their primary liaison
• Conduct in-depth discovery calls to understand goals, challenges, and financing needs
• Convert inbound leads across Term Loans, Asset Finance, and Flexipay; identify new funding opportunities
• Collaborate with a trusted panel of third-party lenders for suitable financing when FC core products don’t fit
• Influence strategy, development, and expansion of the FC Plus function within a high-growth channel
• Build and sustain long-term relationships to drive retention and increased lifetime value

Key requirements

• Deep expertise in financial products for businesses and ability to recommend suitable solutions
• Proven track record of delivering exceptional outcomes for high-value clients
• Strong ability to understand complex business setups and communicate with senior owners and internal stakeholders
• Target-driven with solid pipeline management and KPI focus
• Comfort with a fast-paced environment and willingness to contribute new ideas to improve processes
• Proactive use of Generative AI to streamline daily tasks and productivity; able to use approved AI tools safely

• Relationship-building
• Proactivity
• Trust-building with senior stakeholders
• Generative AI usage for productivity
• AI tools familiarity for output enhancement
• Financial product knowledge across commercial and asset finance

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