Funding Specialist

Our client is a financial platform helping UK SMEs understand and control their business finance by providing business credit scores insights and simplifying access to funding. Our client helps businesses build and monitor their credit scores and connects them to lenders. Our client partners with accountants, advisors, and lenders to ensure businesses have the tools and support they need to grow.

Role Overview

The Funding Specialist Role, sitting within the broader Revenue Team, sits at the apex / end of the revenue funnel within the sales side of the company. The culmination of the work put in at the beginning from the BD / Strategic Partnership side of the business; the work that the Partnership Managers have put into bringing their firms through the ‘Playbook’, is a successful funding search that is ‘ready to go’, i.e. being funded. The Funding Desk contains the vast majority of funding knowledge within the business, and is tasked to stay on top of the ever-changing commercial finance landscape, managing relationships with lenders, whilst crucially managing large pipelines of transactions, all of which are important in the grander scheme of servicing relationships with paying customers who are expecting an A+ service - above and beyond that single transaction.

The ideal candidate will be an expert in one or more products / areas of commercial finance, will be an excellent written and verbal communicator, has experience of influencing buying decisions from senior figures within OMBs / accountancy firms and is able to credibly manage the various stakeholders in a transaction at a high volume, in a well-organised manner.

Job Type : Full-time | Hybrid

Location : Cape Town

Reporting to : Senior FS / Head of Desk

Requirements

• Must have at least 2-3 years of experience in B2B sales
• An in-depth knowledge of one or more commercial finance products, ideally with previous experience either within a lender in a sales or underwriting function
• Excellent communicator, both written and verbal
• Experience of sales, either over the phone or in-person, with demonstrable ability to influence buying decisions from business owners / accountants
• Ability to communicate in a way that presents you as an expert in your field and inspires buy-in from counterparties - while at the same time
• Able to communicate potentially complex financial comparisons / structures in a way that is jargon-free / clear for the layman
• Works and communicates well within a scenario where several people may require updates on a transaction / opportunity
• Well-organised
• Lateral thinker, with ability to come up with ‘outside of the box’ solutions
• Problem solver
• Resilient - able to have tough conversations
• Challenger mentality
• Empathetic
• Able to condense and sort through large amounts of data quickly and efficiently
• Curious
• Quick learner
• Desire to learn and become a subject matter expert
• Team player
• Comfortable at a fast pace
• Works well under pressure
Software used :
• Salesforce
• Slack
• Google Drive
• Google Sheets
• Talkdesk
• Various lender portals (if required)

KPI

Responsibilities

Opportunity / Deal Management

Communication

Lender Relationship Management

Education