The posting
About the Role
We’re looking for a driven and commercially savvy Funding Specialist to join our high-performing Revenue Team.
As a Funding Specialist, you’ll be at the final 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 to deliver 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 of commercial finance products (e.g. business loans, asset finance, invoice finance)
- Experience in a sales, lending, or underwriting role within financial services
- Confident communicator – both written and verbal
- Comfortable managing multiple 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.



