Tide
Finance / FinServ
CustomerSuccessSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Success Specialist at Tide. Skills: Customer Success, Sales, Finance, Communication. Managing inbound communications from our customers. Ensuring that sales technologies, such as our CRM are used accurately, promptly and correctly to enable effective data collation and reporting”
What You'll Achieve.
Ensuring all customers are supported through our digital journey with a successful outcome of securing the funds they require
Industry & Context.
Ability to troubleshoot issues quickly and effectively
What They're Looking For.
Must Have
Ability to engage and quickly establish working relationships, A results-oriented work ethic with impeccable attention to detail, determination and drive, A passion for small businesses and helping them achieve their dreams, Ability and desire to work in a fast-paced environment and effectively engage with Customers to understand their customer’s requirements/needs so you can guide them to the solution, Work well independently as well as collaboratively with the wider business, You are self-motivated and have the ability to manage and to plan your day, Ability to troubleshoot issues quickly and effectively, Experience working on the telephones - sales or call center based environments, Works effectively in virtual teams with colleagues, customers, suppliers and others
What You'll Do.
Managing inbound communications from our customers
Ensuring that sales technologies
such as our CRM are used accurately
promptly and correctly to enable effective data collation and reporting
Proactively contact prospective customers exploring finance options on our website and inbound enquiries
Ensuring all customers are supported through our digital journey with a successful outcome of securing the funds they require
Deal working with Lenders at each stage of the sales process
Confidently pitch lending products on behalf of our panel of lenders most suitable for our customers
up-to-date information on any prospects that you speak with (in Salesforce)
Monitoring and identify trends & anticipate needs to help you identify quality businesses who would need Funding Options whilst adding new or updated customer profile information into Salesforce
How You'll Work.
Team & Collaboration
Work well independently as well as collaboratively with the wider business; Works effectively in virtual teams with colleagues, customers, suppliers and others
Communication Scope
Engage and quickly establish working relationships; Effectively engage with Customers to understand their customer’s requirements/needs so you can guide them to the solution
Full Job Description
ABOUT TIDE At Tide we help SMEs save time (and money) in the running of their businesses by not only offering business accounts and related banking services, but also a comprehensive set of highly usable and connected administrative solutions from invoicing to accounting. Tide is transforming the small business banking market with over 1.8 million members globally across the UK, India, Germany and France. Using advanced technology, all solutions are designed with SMEs in mind. With quick onboarding, low fees and innovative features, we thrive on making data-driven decisions to serve our mission: to help SMEs save both time (and money) so they can get back to doing what they love. Tide facts: Tide is available for UK, Indian, German and French SMEs Over 1.8 million members: 800,000 UK and 1,000,000 in India and growing rapidly Over $300 million raised in funding Over 2,500 Tideans globally - we’re diversity champions! We have offices in Central London, with a member support and technology centre in Sofia, Bulgaria, technology centres in Serbia, Romania, Lithuania and Hyderabad and offices in Gurugram and New Delhi, and in Berlin, Paris and Luxembourg. ABOUT THE TEAM: About Funding Options: Funding Options joined the Tide family in early 2023. Through our panel of 80+ leading lender partners, Funding Options supports UK SMEs to get the right finance in place so they can trade, plan and grow with confidence. Through our multi award-winning platform, Funding Cloud, we effectively match customers to the right lender and finance product that best suits their needs in minutes with funding decisions in as little as 20 seconds, giving every customer a 5 Star experience whether successful or not, through our sheer professionalism and outstanding standard of customer service. We’re scaling at speed with a focus on hiring talented individuals with a growth mindset and ownership mentality, who are able to juggle multiple and sometimes changing priorities. About the Team: Our tea
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