Customer Success Executive (Fintech)

TL;DR

Customer Success Executive (Fintech): Converting warm leads into active Business Rewards Accounts and identifying further lending opportunities across the bank with an accent on the full end-to-end onboarding journey and persuasive communication. Focus on winning new accounts, understanding SME financial needs, and delivering excellent customer experience.

Location: Hybrid (London, UK) with flexible working options.

Company

hirify.global is the UK’s fastest growing company and the fastest-growing financial technology (Fintech) firm ever, focused on helping established SMEs.

What you will do

• Convert warm leads into open and funded Business Rewards Accounts.
• Support new businesses through the assisted onboarding journey to deliver actively used accounts.
• Persuade customers to switch primary banking and identify further lending opportunities across the bank.
• Represent Allica professionally, communicating value propositions to decision-makers.
• Gather customer feedback on potential future features and feed these into Product teams.
• Work with Growth, Marketing, and Data teams to improve customer outcomes and targeting.

Requirements

• General understanding of SMEs and similar financial products (e.g., payments, lending, accounting).
• Proven track record in telephone-based lead generation with established SMEs, including business development from cold prospects.
• Excellent interpersonal and communication skills, with evidence of outperformance.
• Ability to work collaboratively with specialist colleagues such as Relationship Managers, Operations, KYCB, and underwriters.
• Proven track record of exceeding targets, providing excellent customer service, and generating new income opportunities.
• Ability to understand SME financial accounts and thrive in a fast-paced environment.

Culture & Benefits

• Full onboarding support and continued development opportunities.
• Options for flexible and hybrid working.
• Regular social activities and discretionary bonus scheme.
• Pension contributions, private health cover, and life assurance.
• Family-friendly policies including enhanced Maternity & Paternity leave.
• Diverse and inclusive work environment focused on delivering great customer experience.