Senior Business Finance Specialist (Funding Options - UK Sales)

2 Months ago • All levels

Job Summary

Job Description

The Senior Business Finance Specialist (Commercial Finance Broker) will join the Sales Team at Tide and assist customers in accessing the right finance. This role involves understanding businesses' financial needs, matching them with the appropriate products and lenders, and providing a high standard of customer service. Responsibilities include contacting, engaging, and managing small business customers through their application process, building relationships with lending partners, and maintaining accurate information in Salesforce. The role also involves staying updated on industry trends and sharing successes with the wider organization. The goal is to give every customer a 5-star experience. The role focuses on helping UK SMEs secure the appropriate financial solutions to trade, plan, and grow with confidence.
Must have:
  • Experience in Commercial Finance or customer-facing sales
  • Experience working in a 360 sales role
  • Track record of meeting revenue targets
  • Excellent communication and interpersonal skills
  • Results-oriented work ethic with attention to detail
  • Obsessed with delivering high level of customer service
  • Well organized and analytical with ability to work under pressure
  • Ability to troubleshoot issues quickly
  • Ability to engage and establish strong working relationships
  • Self-starter who works backwards from targets

Job Details

ABOUT TIDE

At Tide, we are building a business management  platform designed to save small businesses time and money. We provide our members with business accounts and related banking services, but also a comprehensive set of connected administrative solutions from invoicing to accounting.


Launched in 2017, Tide is now used by over 1 million small businesses across the world and is available to UK, Indian and German SMEs. Headquartered in central London, with offices in Sofia, Hyderabad, Delhi, Berlin and Belgrade, Tide employs over 2,000 employees.


Tide is rapidly growing, expanding into new products and markets and always looking for passionate and driven people. Join us in our mission to empower small businesses and help them save time and money.

Who are Tide:

At Tide, we’re on a mission to save businesses time and money. We’re the leading provider of UK SME business accounts and one of the fastest-growing FinTechs in the UK. Using the latest tech, we design solutions with SMEs in mind and our member-driven financial platform is transforming the business banking market. Not only do we offer our members business accounts and related banking services, but also a comprehensive set of highly connected admin tools for businesses. 

Tide is about doing what you love. We’re looking for someone to join us on our exciting scale up journey and be a part of something special. We want passionate Tideans to drive innovation and help build a best-in-class platform to support our members. You will be comfortable in ambiguous situations and will be able to navigate the evolving FinTech environment. Imagine shaping how millions of Tide members discover and engage with business banking platforms and building this on a global scale. 

We’re the UK’s leading provider of smart current accounts for sole traders and small companies. We’re also on a mission to save business owners time and money on their banking and finance admin so they can get back to doing what they love - for too long, these customers have been under-served by the big banks.

Funding Options joined the Tide family in early 2023 to lead their Partner Credit Services offering. Through their panel of 100 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 their multi award-winning platform, Funding Cloud, they can 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.

Our offices are in London -UK, Sofia - Bulgaria, Belgrade - Serbia and Hyderabad -India, where our teams are dedicated to our small business members; revolutionising business banking for SMEs. 

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. Our values show our commitment to working as one team, working collaboratively to take action and deliver results. Member first, we are passionate about our members and put them first. We are data-driven, we make decisions, creating insight using data.

We’re also one of LinkedIn’s top 10 hottest UK companies to work for.

What we’re looking for:

We are looking for a Business Finance Specialist (Commercial Finance Broker) to join our Sales Team and help as many customers as possible access the right finance, through effective conversations - Taking the time to understand about the businesses you engage with (how they work, growth plans, challenges, their experience of finance so far) and understanding customers’ finance needs and effectively matching them to the best product and lender that meets their need…. giving every customer a 5 Star experience whether successful or not, through our sheer professionalism and mind-blowing standard of customer service.

Some of the things you’ll be doing:

  • Contact, engage and manage our Small Business customers through their application process
  • Build and nurture working relationships with our commercial lending partners 
  • Become confident in articulating the Funding Options proposition and service
  • Outbound prospect customers from our CRM
  • Working closely with our Lead Generation team, including providing feedback and advice where appropriate
  • Building on your knowledge of business finance, and gaining an in-depth understanding of the wide variety of lenders and products in the market
  • Confidently articulating the different finance options available to customers across multiple business finance product classes
  • Maintaining accurate, up-to-date information on any prospects that you speak with (in Salesforce)
  • Monitoring and identify trends whilst adding new or enhanced customer profile information into Salesforce
  • Keeping up to date on industry trends, market & competition.
  • Actively share stories and successes to the wider organisation through relevant comms channels.

What makes you a great fit:

  • Ideally you have experience of Commercial Finance or at least experience in a customer facing sales role
  • Experience working in a 360 sales role and/or outbound prospecting experience
  • You will be able to demonstrate a track record of successfully meeting and exceeding revenue based targets
  • You’ll have excellent communication and interpersonal skills
  • You will be able to demonstrate a results-oriented work ethic with impeccable attention to detail, determination and drive
  • You’ll be obsessive about delivering the highest level of customer service\
  • You will be extremely well organised and analytical and work well under pressure
  • You can troubleshoot issues quickly and effectively
  • You will be able to engage and quickly establish strong working relationships
  • You’re a self-starter who doesn’t wait for instruction, and who works backwards from targets to ensure effective execution.

Tidean Ways of Working 

At Tide, we’re Member First and Data Driven, but above all, we’re One Team. Our Working Out of Office (WOO) policy allows you to work from anywhere in the world for up to 90 days a year. We are remote first, but when you do want to meet new people, collaborate with your team or simply hang out with your colleagues, our offices are always available and equipped to the highest standard. We offer flexible working hours and trust our employees to do their work well, at times that suit them and their team.

TIDE IS A PLACE FOR EVERYONE

At Tide, we believe that we can only succeed if we let our differences enrich our culture. Our Tideans come from a variety of backgrounds and experience levels. We consider everyone irrespective of their ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity or differently-abled status. We celebrate diversity in our workforce as a cornerstone of our success. Our commitment to a broad spectrum of ideas and backgrounds is what enables us to build products that resonate with our members’ diverse needs and lives. 

We are One Team and foster a transparent and inclusive environment, where everyone’s voice is heard.

 

At Tide, we thrive on diversity, embracing various backgrounds and experiences. We welcome all individuals regardless of ethnicity, religion, sexual orientation, gender identity, or disability. Our inclusive culture is key to our success, helping us build products that meet our members' diverse needs. We are One Team, committed to transparency and ensuring everyone’s voice is heard.

 

You personal data will be processed by Tide for recruitment purposes and in accordance with Tide's Recruitment Privacy Notice.

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About The Company

Tide is the leading provider of UK small business (SMEs) accounts and one of the fastest-growing fintechs in the UK. Tide is live in the UK and India with over 650,000 members in the UK and more than 350,000 in India.


Tide is transforming the small business banking market. Our platform not only offers business accounts and related banking services, but also a comprehensive set of highly connected admin tools for businesses, such as full integration with accounting systems (live for our UK members, many are live in India, and coming soon to Germany). 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 help SMEs save both time and money.

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